The everyday
Ledger, budgets, bills, receipts, shared expenses and subscriptions.
Personal finance with a copilot that shows its numbers and asks first.
The ledger, budgets, goals, bills, debts and net worth for households and the advisors who help them, on the web and Android. The copilot cites the figures behind every answer and asks for approval before it acts.
From a transaction to an approved change
Transactions arrive through a bank sandbox or file import, and the ledger, budgets and forecasts update.
Debts, net worth and asset valuation, with forecasts, a retirement Monte Carlo and quarterly tax estimates.
On the web and on Android, the copilot proposes with its numbers, and a person approves or declines.
AI variant: a copilot and an MCP server
A Python AI service behind a copilot that cites its numbers and asks for approval, plus an MCP server, two-factor sign-in and API keys.
What it holds
What you own and owe
Debts, net worth and valuation in one view.
What’s coming
Forecasts, retirement simulation and tax estimates.
A copilot you can check
It cites its numbers and asks first.
A copilot pattern any business can use
Grounded answers, cited figures and approval before action are the same pattern we build for companies.
FinZen
Bank sandbox
File import
Web
Android
Copilot
MCP
Under the hood
- Elixir, Ash and Phoenix with Rust
- A Python AI service
- React on the web, Kotlin and Compose on Android
- Two-factor sign-in and API keys
Want a copilot your users can check?
We’ll show it to you working, using the product and its demo materials, and talk through your case.
Ask for a demo