How it works
From conversation to deliverables in four steps — with a mandatory disclaimer before intake and a confirmation step before the engine runs.
Have a conversation
Tell the AI agent about your household the way you'd tell a friend. It asks follow-ups, connects accounts via Plaid, or reads a spreadsheet you upload — and you approve every import before it merges.
Confirm your profile
Review the profile the agent assembled and correct anything that looks off. Nothing is calculated until you say so.
Run the plan
A deterministic planning engine turns your confirmed inputs into projections — the same numbers every time for the same profile.
Explore and ask
Walk through eight plan sections, ask the agent follow-up questions about your numbers, and download Excel and HTML deliverables.
What you control
- Review and correct your profile before a run starts.
- Delete individual intakes, runs, or your entire account.
- Download deliverables through short-lived, signed URLs.
Ready to talk it through?
Create a free account, tell the AI agent about your household, and generate an illustrative plan — confirmed by you, encrypted before it's stored.