Beyond any budgeting app. Meet your AI financial planner

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Trusted by leading financial institutions

What you’ll get from your Finimpact plan

Make your budgeting smarterSee all your accounts, goals, and action items in one real-time dashboard that makes budgeting part of a bigger financial picture

Turn your budget into a growth planUse personalized insights and smart AI recommendations to grow savings and make better money decisions, not just track them

Free your budget from debtLower your interest rates, consolidate payments, and keep your budget balanced with more money left over each month

Plan what budgeting can’tGet tailored guidance on taxes, retirement, and insurance - the bigger picture that makes your budget truly work for you

See what your money could really do for you

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Simple, smart, built for you

Start with a questionnaireTell us about your goals and where you’re starting from.

Get your personalized planOur AI creates a financial roadmap tailored to your life.

Connect with an expert advisorWant extra guidance? Talk to a trusted human advisor that will help you turn your plan into reality.

Whatever your goals are, we’re here with you

From a new job to retirement savings, life’s full of big goals. Our AI-powered planning tool helps you move toward each one clearly and confidently.

Diverse people connections and interactions

See what your money could really do for you

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Trusted by more than 150,000 American households

AI-powered financial planning for real life

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100% free and personalized for you

This isn’t just advice. It’s a plan you can follow.

Tailored to youGet a plan that fits your income, goals, and life stage

CFP® guidance when you need itTalk to an expert anytime to help bring your plan to life

Updates in real-timeYour plan adjusts as your financial situation changes

Secure and privateBank-level security and total privacy, always

The right kind of expert: when you’re ready for one

Smiling business executive portrait — Financial plannersWork on day-to-day goals, get out of debt, set milestones, and prioritize what really matters to you.

Smiling woman portrait — Financial advisorSet up investment plans and strategies, retirement, or growing your wealth over time.