Personal and business finance MVP

FinPilot AI Help Center

Short answers for setting up the personal and business finance MVP safely.

Start planning Open tools

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

Help

Create a workspace, choose personal, business, or combined mode, then add starting balances and recurring money movement.

FinPilot AI summarizes patterns and scenarios. It can be wrong, incomplete, or stale when source data is missing.

Use the minimum data needed for planning. Avoid uploading documents with unnecessary sensitive information.

For launch access and support, use the product's configured support channel when it is enabled.

Last reviewed: 2026-06-17. This help content is product guidance, not financial advice.