Personal Assistant

Finance Analytics

Finance oracle ... with AI insights.

Net Cashflow
Income: • Spend:
Daily Burn Rate
Spend per day
Projected Month-End
Simple extrapolation
Last 30 days
Total spending (from outflow transactions)
Subscriptions
Latest month subscription spend
Spend by Category
Selected range breakdown
Category Ledger
Top Merchants
Selected range
Recurring & Subscriptions
Likely repeats (review for easy savings)
Tip: propose "review/cancel" actions and let the approval queue handle the rest.
AI Brief
What changed + what to do next
Assistant Chat
Tip: feedback like "ignore X" or "categorise Y as Fuel" updates your rules.
Savings Moves
Practical, prioritised
Action Queue
Proposals awaiting approval