FFinPilot AI Start

Personal and business finance MVP

Open the FinanceLife dashboard shell

Choose a saved workspace, complete guided onboarding for your user type, and generate a review memo before account connections or automation.

Start planning Open tools

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

Monthly budget review calculatorRun a client-side monthly budget review with income, fixed bills, variable spend, debt minimums, savings targets, one-time expenses, and buffer output.Runway and AR calculatorEstimate small business runway with cash, burn, payroll, vendor bills, invoices due, delayed receivables, owner draw, and reserve assumptions.Owner-operator cash flow plannerPlan combined personal and business cash flow with business cash, invoices, owner draw, household bills, tax reserve assumptions, and buffer output.Monthly money review checklistA local-save checklist for monthly household money reviews covering income, bills, subscriptions, debt, savings, one-time expenses, and next actions.