Your finances,
finally intelligent
Stop guessing where your money goes. FinanceOS tracks every account, auto-categorizes every dollar, and lets a Claude AI agent answer questions and set budgets on your behalf.
No credit card · Privacy-first · No third-party ads
Net Worth
$47,284.50
+$1,240 this month
How it works
Up and running in minutes
No bank sync required. No subscription fees. Just your finances, finally organized.
01
Add your accounts
Import from CSV, paste transaction history, or add accounts manually. FinanceOS handles the categorization automatically.
02
Everything tracked automatically
Budgets fill in, subscriptions surface, savings goals update in real time. One dashboard for your entire financial life.
03
Ask the AI anything
"How much did I spend on dining?" "Am I on track for my savings goal?" Your AI agent knows your full financial picture.
Features
Your entire financial life, in one place
From daily spending to savings goals to tax estimates — it's all here.
Net Worth
$47,284.50
$5,240
Income
$3,812
Expenses
$1,428
Saved
Your full financial picture
See every account, every dollar, and your net worth trend at a glance. FinanceOS surfaces what matters — flagged transactions, budget warnings, and upcoming bills.
- ✓Net worth tracking across all accounts
- ✓Monthly income vs. expense snapshot
- ✓Flagged unusual transactions
- ✓Upcoming bill reminders
Budgets that actually work
Set spending limits by category, track progress in real time, and get alerted before you overspend. Finally, budgets that bend to your life.
- ✓Category-based limits
- ✓Real-time progress bars
- ✓Overspend alerts
- ✓Monthly vs YTD view
You've spent $1,842 vs $2,200 last month — down 16%.
Savings rate is 27%, up from 18%. Great progress!
AI that knows your money
Ask anything, get real answers. The AI reads your actual transaction history and gives specific, actionable insights — not generic advice.
- ✓Natural language Q&A
- ✓Anomaly detection
- ✓Savings goal nudges
- ✓Personalized weekly review
Subscriptions
Track every recurring charge. Never miss a renewal or surprise charge again.
Tax Estimator
Estimate your federal tax liability at any point in the year.
Savings Goals
Set goals, track deposits, and get AI nudges when you fall behind.
Investments
Log and monitor your investment portfolio alongside your accounts.
AI Agent
Your finances have a voice now
Ask your AI agent anything — it reads your actual accounts, understands your spending patterns, and takes action on your behalf. Not just a chatbot. Actual intelligence.
- Answers questions in plain English
- Detects unusual charges before you do
- Sets and adjusts budgets on your behalf
- Generates a weekly spending review
Starting conversation…
Ready to finally understand your money?
No credit card. No bank connection required. Get started in under a minute.