Custom AI Financial Plan Generator
Your AI Financial Advisor That Understands Your Complete Picture
Answer a few questions, upload your statements, and get a personalized financial plan in seconds. Our AI analyzes your spending patterns and delivers actionable recommendations tailored to your unique situation.
PROBLEM
Financial Planning Shouldn't Be Complicated
Most people struggle to create a comprehensive financial plan because they lack clarity on their spending patterns, competing goals, and available options. Manual planning is time-consuming, often incomplete, and fails to adapt to individual circumstances. You need intelligent guidance that understands your full financial picture.
SOLUTION
How It Works
AI-Powered Financial Assessment
Our AI conducts an intelligent conversation to understand your financial goals, income, and lifestyle. It asks the right questions in a conversational way, eliminating the confusion of traditional questionnaires. You get clarity on your financial situation in minutes instead of hours.
Instant Financial Statement Analysis
Upload your bank statements and watch our advanced machine learning identify spending patterns automatically. The AI detects trends, categories, and opportunities you might miss. Your complete financial picture becomes clear and actionable in seconds.
Personalized Plan Generation
Get a comprehensive, downloadable financial plan tailored specifically to you, including budget breakdowns and smart recommendations. The AI generates prioritized next steps based on your unique situation and goals. You move from confusion to action with concrete, personalized guidance.
PROCESS
From kickoff to launch in weeks, not months
01/ Discovery
We audit your workflows and interview you to extract your subject matter expertise. Your AI delivers excellent work because we train it on your expertise.
02/ Development
We build your custom AI at startup speed, using our own AI. We run evaluations to ensure quality and consistency.
03/ Testing
Your team deploys the AI and gives feedback. We polish and provide full documentation.