Personal and business finance MVP

Your finance planning dashboard

Review saved personal, business, and combined workspaces from one manual-first shell. Each memo separates facts, assumptions, risks, and decisions due.

Planning software only. FinPilot AI does not provide investment, tax, legal, lending, insurance, or accounting advice.

PersonalBusinessCombined
Monthly slack$860Personal
Runway2.9 moBusiness
Draw room$4,000Combined
Guided setup

Choose a user type, save the matching workspace, and keep facts, assumptions, and decisions visible.

Dashboard shell

Combined workspace

Business cash timing, owner draws, household bills, tax reserve assumptions, and personal buffer.

Guided onboarding

Owner-operator

0/3

Workspace health

Current snapshot

Draw room$4,000
Conservative buffer$16.5k
Review statusReady

AI-ready memo

Planning output

Next actions

Review queue

What to do next

Move the memo into a focused workflow