Transaction intelligence
Every line item is sorted into a category that makes sense to a human, not an accountant. Correct it once and the model remembers how you think about your own money.
AI for everyday money
Financial Helpers turns transactions, statements, and subscriptions into a clear picture of your finances. Ask a question in plain English and get an answer drawn from your own numbers — no spreadsheets, no jargon, no finance degree required.
What we do
Most people don't need more charts. They need someone to read the charts for them. That is the job our models do.
Every line item is sorted into a category that makes sense to a human, not an accountant. Correct it once and the model remembers how you think about your own money.
Ask "how much did takeout cost me last quarter?" and get a straight answer drawn from your own history — with the transactions behind it, so you can check the work.
Recurring charges, renewal dates, and the weeks where money runs thin get surfaced before they land, rather than after the payment clears.
About us
Financial Helpers LLC builds AI tools for people who want to understand their money without hiring anyone to explain it. Budgeting apps have existed for decades and most people still abandon them within a month — usually because the work of categorizing, reconciling, and interpreting falls back on the user.
We put that work on the model instead. Our tools read the data, do the sorting, and describe what they find in ordinary language. The same engine runs behind our consumer app and behind partner products that carry someone else's brand.
Capabilities
Categorization, merchant cleanup, and month-over-month comparison across every account you add.
Budgets built from what you actually spend, then adjusted as your habits move rather than reset every month.
Projected balances based on recurring income and known commitments, with the tight weeks called out early.
The full toolset under your brand, your domain, and your terms — configured per partner.
Our tools
Each tool works on its own. Together they cover the questions people actually ask about their money.
Breaks your spending into categories and shows what moved since last month — and which merchants drove it.
Flags recurring charges hiding in your statements, including the ones that quietly changed price at renewal.
Drafts a budget from your real history instead of a template, so the numbers start out achievable.
Projects the next 90 days from recurring income and commitments so you can see gaps before they arrive.
Compares payoff orders across your balances and shows what each approach costs in time and interest.
Sets a target, works backwards to a monthly number, and tracks it against what you are actually setting aside.
Request free trial
Seven days of full access. No credit card required.
What people say
"I had been meaning to go through my statements for about a year. It did it in an afternoon and told me which subscriptions I had forgotten about."
FAQs
We build AI tools that read your financial data and explain it — categorizing spending, finding recurring charges, drafting budgets, and forecasting cash flow. The same tools are available directly to consumers and as a whitelabel platform for partners.
Individuals and households who want a clearer view of their spending, and organizations that want to offer financial insight tools to their own customers under their own brand.
No. The tools are built for people without a finance background. Results are written in plain language, and every figure links back to the transactions it came from.
Yes. You can request a seven-day trial with full access and no credit card required.
Yes. Our whitelabel tier runs the same engine under your brand and domain, configured per partner. Get in touch and we will walk through what that looks like.
No. Financial Helpers provides informational tools that describe and project your own data. We are not a bank, lender, credit repair organization, or registered investment adviser, and nothing here is financial, tax, or legal advice.
Unlimited access for $49
Every tool, every account, one monthly price.