FFinPilot AI Start

Personal and business finance MVP

CSV import and categorization tool

Paste a bank, card, or accounting CSV export, map the columns, apply local category rules, and manually correct transactions before a budget review.

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.

Import tool

Import and review transactions locally

CSV text, rules, and manual categories are saved only in this browser's local storage for this prototype.

Related workflows

Use categorized transactions in planning

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.Manual finance importsLearn what to enter manually for budget reviews, cash flow forecasts, owner draw planning, invoice timing, and runway scenarios.Data and privacy basicsLearn how to think about source data, privacy, account connections, manual inputs, and sensitive finance documents in FinPilot AI.