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About Us

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Our mission

Make personal finance legible

Financial Helpers LLC was formed to close a gap that has been open for a long time: the people with the least financial slack get the least financial insight. Advisors work with portfolios. Budgeting apps hand you a spreadsheet and a weekly guilt notification. Neither is much use if what you actually need is a straight answer about where your paycheck went.

We build tools that do the reading for you. Our models sort transactions, spot the recurring charges, and describe the pattern in ordinary language. The output is meant to be understood on first read by someone who has never opened a budgeting app in their life.

How we work

The same engine powers two products. Consumers sign up and use the tools directly. Partners license the platform and run it under their own brand, with their own customers, on their own domain. Shared models, separate data.

Company details

  • Financial Helpers LLC
  • EIN: 33-2166066
  • 751 S Weir Canyon Road, Suite 157, Anaheim, CA 92808
  • (833) 244-4080
  • info@financialhelpers.net

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What we believe

Three principles

Show the working

Every number we report links back to the transactions behind it. If a figure looks wrong, you can check it yourself rather than take our word for it.

Plain language by default

If an explanation needs a glossary, it is not an explanation. We write results the way you would explain them to a friend.

Describe, don't prescribe

Our tools tell you what your data says. They do not tell you what to buy, and we are not licensed to. That line stays where it is.

See it on your own numbers

Seven days of full access. No credit card required.

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Our testimonial

We care about your opinion

"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

Common questions

What does Financial Helpers do?

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.

Who can use Financial Helpers?

Individuals and households who want a clearer view of their spending, and organizations that want to offer money tools to their own customers under their own brand.

Do I need technical knowledge to use the tools?

No. The tools are built for people without a finance or technical background. No setup or coding required.

Is there a free trial available?

Yes. You can request a seven-day trial with full access and no credit card required.

What tools do you offer?

Spending Analyzer, Subscription Finder, Budget Builder, Cash Flow Forecast, Debt Payoff Planner, and Savings Goal Tracker.

Is this financial advice?

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.

Unlimited access for $49

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