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Meet your proactive AI financial advisor

AI financial advisor that puts sophisticated portfolio tools in your own hands

AI research agents that track your investment theses across HK and US markets

Track pre-purchase intent and demand signals before they hit company KPIs

Hosted plain-text, double-entry accounting with Git version control

AI-driven market analysis for faster, data-backed investing decisions

Your personal AI agent from Meta that actually gets things done

Connect your bank accounts to AI and spreadsheets for real answers about your money

AI cash flow management and forecasting for small businesses

Shared money clarity for couples, powered by secure Open Banking

Track, analyze, and grow your portfolio with AI insights

AI-powered financial reporting, dashboards and forecasting for accountants and finance teams

AI-native finance software with accounting included

Local AI expense categorization your AI agent can drive

All-in-one budgeting, net worth and FIRE retirement forecasting

Speak, tap or type — MonAi turns your spending into organised data in seconds.

Bookkeeping that runs itself for the self-employed

An AI-powered trading journal with 600+ statistics and broker auto-sync

Financial planning software that keeps your runway live

Your whole financial life in one AI-powered dashboard

Snap, import and match receipts — bookkeeping in ten minutes a month

AI trading indicators, real-trade orderflow and charts in one platform

Multicloud FinOps with every dollar accounted for

Human wealth advisors backed by AI-powered financial planning