Personal and business finance MVP

A personal finance AI for monthly decisions, not daily noise

FinPilot AI turns income, bills, goals, and account categories into a focused review flow for households that want clearer tradeoffs.

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.

Personal finance

What this page helps with

Budget review

Spot subscription drift, recurring bill timing, and categories that need a reset before the month closes.

Goal planning

Compare savings plans for emergency funds, large purchases, travel, education, and debt payoff.

Decision notes

Save the assumptions behind every recommendation so you can revisit the plan with better information.

Next workflow

Move from page view to planning action

FAQ

Common questions

Does FinPilot AI replace a financial advisor?

No. It is planning software that helps organize information and scenarios. Major investment, tax, legal, or insurance decisions should be reviewed with a qualified professional.

Can I use it without linking accounts?

Yes. The MVP supports manual starting balances, recurring income, bills, and goals so users can test the workflow before connecting data.