Your personal Chief Financial AI

Ask any money question. Get an answer built on your real numbers.

CFAI is a personal Chief Financial AI for you and your household. Ask “Can I afford this?” and get a clear answer — yes, a stretch, or not yet — with the math shown, using only the numbers you enter. Never a guess.

Free to start  ·  No bank connection required  ·  You make every final decision

The Try the demo tour runs on synthetic sample numbers — no account and no real financial data.

Ask CFAI

“Can I afford a $52,000 truck?”

✅ Yes — and here’s why
  • 1Can I? It fits your cash and monthly budget.
  • 2Should I? A recommendation to weigh — you decide.
  • 3Why? The full math, shown in the open.

Illustration of the CFAI answer format. Real answers are computed only from the numbers you enter.

Your dashboard
82/100
Financial Health
$6,240
Cash Available
$1,180
Safe To Spend
Car insurance
in 9 days
Next Financial Event

Sample layout — your dashboard shows only your own figures.

Why CFAI is different

Every answer shows its work

Most money tools give you a number and hope you trust it. CFAI is built on three rules it never breaks.

See the three rules

Only your numbers

Answers use the accounts, income, and bills you enter — nothing is guessed, assumed silently, or made up.

Always shows the math

Every verdict comes with the calculation, the assumptions, and a plain-language confidence level you can check.

You make the final call

CFAI gives analysis and recommendations to weigh. It is not financial advice, and every final decision stays yours.

The CFAI method

Every answer climbs the Decision Pyramid

One question becomes five honest layers — so you see the whole picture, not just a yes or no.

5
What happens if…?How the plan holds up if things change.
4
What else?Other options worth weighing.
3
Why?The full math, shown in the open.
2
Should I?A recommendation to weigh — you decide.
1
Can I?It fits your cash and monthly budget.

Each layer builds on the one beneath it, from “Can I?” at the foundation up to “What happens if…?”

What CFAI does

One simple screen for your money

Every feature below is live today — grounded in your own numbers.

Ask CFAI

Type a real money question — “Can I afford a $52,000 truck?”, “Should I refinance?”, “When can I retire?” — and get a clear, worked-out answer.

The Decision Pyramid

Each answer is broken into five honest layers: Can I? · Should I? · Why? · What else? · What happens if…? So you see the whole picture, not just a yes or no.

Pro — coming soon

Voice CFO

Tap the mic, ask out loud, and hear the answer back. Same engine as Ask CFAI, hands-free. Your voice is transcribed and immediately discarded — never stored.

Financial Health Score

A 0–100 score of where your household stands, built only from the numbers you enter — with a breakdown of exactly how it’s made.

Opportunities

CFAI finds real dollar savings hiding in your own accounts — extra debt payments, refinancing, idle cash — each with the math shown. If it can’t be computed honestly, it isn’t there.

Safe To Spend & Life Events

See what’s truly safe to spend today — cash minus the bills due before your next paycheck — and what money moment is coming up next.

How it works

Set up in minutes, no bank login needed

1

Add your money info

Enter your accounts, income, and bills yourself. You stay in control of what CFAI sees — no bank connection required.

2

Ask a real question

“Can we afford a $7,500 vacation?” “How much am I wasting?” Ask in your own words, by text or voice.

3

See the answer — and decide

Get a clear verdict with the full math, assumptions, and confidence. Then you make the call. It’s your money.

Your money data stays yours

See the four protections

Private by design

Your data is protected in transit, passwords are hashed, and access is scoped per user. We do not sell your personal financial information.

Optional two-factor

Turn on two-factor authentication for a second layer of protection on your account whenever you want.

Voice is never stored

When you use Voice CFO, your audio is transcribed to text and then immediately discarded. We keep no voice recordings.

Not financial advice

CFAI provides analysis, projections, and recommendations — it is not a fiduciary and does not give financial, legal, or tax advice. You make all final decisions.

Plans & pricing

Try it free — then choose the plan that fits

Explore risk-free with the Guest Demo, keep a free account for the essentials, and upgrade when you want the full CFO. Every plan shows the math and keeps every decision yours.

Guest Demo · Free

Explore CFAI with synthetic financial data — see the Decision Pyramid and how every answer is explained. No account, no connected accounts, and no sensitive financial data.

▶  Try the demo
Free account
$0

Forever — no card required

  • Manual budgeting & account entry
  • Basic financial-health score
  • Limited AI questions + basic educational guidance
  • Preview of the Decision Pyramid
  • One user
Get started free
Pro
Coming soon
$9.99/mo
Planned launch price

Everything in Free, plus:

  • Full AI financial analysis
  • Proactive alerts & advanced budgeting
  • Decision explanations & personalized action plans
  • Connected accounts — coming soon (when approved & operational)
  • Voice CFO — coming soon
Start free today →
Elite
Coming soon
$19.99/mo
Planned launch price

Everything in Pro, plus:

  • Household & family collaboration
  • Proactive financial intelligence
  • Complete household CFO experience & priority features
  • Advanced simulations & scenario comparisons — coming soon
Start free today →

Planned at launch: a 30-day Pro trial — no credit card. Pro and Elite aren’t live yet — anything marked “coming soon” ships only after it’s tested. Start free now and you’ll be first to upgrade.

Founding beta — the first 25 users get 60 days of Pro free (no payment info), with a disclosed expiration and the planned $9.99 price. Invite-only; no auto-charge.

Questions

Good to know

Is CFAI financial advice?

No. CFAI provides financial analysis, projections, education, and recommendations to help you think through a decision. It is not financial, investment, legal, tax, or accounting advice, and CFAI does not act as a fiduciary. You make all final financial decisions.

Where do the answers come from?

Only the numbers you enter — your accounts, income, and bills. CFAI never guesses your finances. Every answer shows the math it used, the assumptions it made, and how confident it is, so you can check it yourself.

Do I have to connect my bank?

No. You enter your accounts, income, and bills yourself, so you stay in control of exactly what CFAI sees. There is no bank login required to get started.

Can I try it without an account?

Yes. The demo runs on a sample person’s numbers so you can see how CFAI answers a real question before signing up. Nothing in the demo is saved.

Is my data private?

Your data is protected in transit, your password is hashed, and access is scoped to your account — with optional two-factor authentication. Voice audio is transcribed and immediately discarded, and we do not sell your personal financial information.

Meet your personal Chief Financial AI

Ask your first money question today — free, with the math shown, and every decision still yours.