Personal and business finance MVP

Manual finance imports

Manual setup keeps the MVP useful without requiring bank integrations or document upload.

Start planning Open tools

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

Help

Enter paydays, bill dates, subscriptions, debt minimums, savings targets, and unusual expenses.

Enter current cash, invoices expected, at-risk invoices, payroll, vendor bills, owner draws, and reserve assumptions.

Mark every uncertain number as estimated so the review memo can separate facts from assumptions.

Avoid uploading statements or documents unless they are needed for the planning task.

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