Holistic financial picture
Net worth, cashflow forecasts, planning, and budget variance — built on tenant-scoped Postgres with row-level security.
Passkey-first finance
Your finances and LLC, finally in one calm workspace.
Tenant-scoped data, Postgres RLS, hash-only sessions, audited changes, idempotent jobs, and an authoritative-guidance pipeline with explicit approvals for everything that touches money.
The demo opens a read-only sample household. No data is saved.
- Postgres RLS
- Hash-only sessions
- Idempotent jobs
- Audit trails
Built for one operator, not a team
Every surface respects how a sole-owner LLC actually works: passkeys instead of passwords, tenant-scoped data, audited approvals, and AI guidance that asks before it acts.
Single-owner LLC ops
Bookkeeping, invoices, mileage, receipts, payroll placeholders, estimated taxes, and Schedule C exports.
Authoritative guidance
GPT-5.5 reviews IRS and state sources you allow-list. Low-risk copy auto-publishes; tax, calc, and legal changes require approval.
Approval-gated automation
Sudo mode, household approval requests, automation-policy decisions, and immutable audit trails.
Modules at a glance
Each module is independently auditable, opt-in, and explains its own data origin in plain language.
Wealth roadmap
Net worth, cashflow, and forecast scenarios with sensitivity bands and saved snapshots.
Transactions
Bulk power-edit, saved views, rule playback, and audit-grade categorization.
Business (LLC)
Books, invoices, mileage, receipts, payroll placeholders, and Schedule C exports.
Investments & deals
Portfolio holdings with venture deals pipeline, valuations, and diligence packets.
Decision inbox
Stale syncs, failed imports, recurring suggestions, and AI recommendations gated by approval.
Operations & audit
Approval queues, sudo gating, exports, retention, and immutable audit logs.