Personal and business finance MVP

Net worth tracker

Summarize assets, liabilities, liquidity, and month-over-month movement for a practical personal or owner-operator finance review.

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.

Tracker

Enter planning assumptions

Local prototype: values are processed in the browser and are not submitted to a server.

Related workflows

Use the output in a review