Personal and business finance MVP

Account connections and manual inputs

The MVP should prove the planning workflow with manual inputs before asking users to connect financial accounts.

Start planning Open tools

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

Help

Start with balances, recurring income, bills, invoices, owner draws, and goals entered by the user.

When connections are added, the product should name the provider, accounts, permissions, refresh cadence, and data use.

Users should be able to disconnect accounts and understand what historical planning data remains.

Manual import and editing should remain available when account data is stale or incomplete.

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