All Your Accounts.
One Financial
Aggregate every account, organize into your portfolio hierarchy, and plan your financial future — all in one place.
Portfolio.
Your portfolio, your way.
Custom hierarchy from cash to private equity. Sign-aware nodes (credit lines net out of reserves). Parent entities roll up children with fractional ownership, marked to market nightly.
Outcomes.
Model every income and cost source.
Operating businesses, advisory, household baseline, goal-facing milestones. Streams carry planning drivers, and each outcome holds multiple lever-value scenarios you switch between.
Planner.
Balances, P&L, and cash flow side by side.
Weekly, monthly, quarterly, or yearly granularity. Cross-entity rollup respects parent/child structure and ownership share. Actuals to today, projection from tomorrow.
| Account | Mar '26 | Apr '26 | May '26 | Jun '26 | Jul '26 | Aug '26 |
|---|---|---|---|---|---|---|
| Balances | ||||||
| Cash | $144,500 | $146,300 | $148,200 | $152,400 | $156,600 | $160,800 |
| Equity | $945,300 | $962,400 | $980,100 | $998,500 | $1,017,200 | $1,036,400 |
| Set Asides | $56,000 | $57,000 | $58,000 | $59,500 | $61,000 | $62,500 |
| TOTAL | $1,145,800 | $1,165,700 | $1,186,300 | $1,210,400 | $1,234,800 | $1,259,700 |
| P&L | ||||||
| Income | $26,800 | $25,800 | $27,400 | $27,000 | $27,500 | $28,000 |
| Expense | −$17,400 | −$18,400 | −$18,000 | −$18,300 | −$18,500 | −$18,800 |
| NET | $9,400 | $7,400 | $9,400 | $8,700 | $9,000 | $9,200 |
| Cash Flow | ||||||
| All transfers | $8,800 | $9,600 | $10,600 | $10,800 | $11,000 | $11,400 |
Reconciliation.
Match against real statements, not vibes.
Investment accounts validate per-symbol share counts on top of balance, with snapshot diffs that catch ticker drift and phantom positions before they pollute your rollup.
Transactions.
Double-entry GL underneath everything.
Auto-categorize incoming activity, learn rules over time, pair internal transfers automatically. Plaid for live feeds, statement import for the rest. Every row balances.
FinAI agent.
Drive any of the above by conversation.
Three-tier permission gate (read / standard write / structural write). Destructive moves pause for your confirmation before they fire — diff preview, side effects, then execute.
- Re-runs April outcome rollup (Consulting · Real Estate Ops)
- Updates 1 monthly planner cell
Bring it all together.
Sign up for early access.