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The toolset
Each one works on its own and shares the same underlying model of your transactions.
Sorts every transaction into human categories, cleans up unreadable merchant names, and shows what changed since last month with the merchants that drove the change.
Identifies recurring charges across your accounts, including free trials that converted and subscriptions that quietly raised their price at renewal.
Drafts a budget from what you have actually spent over the past several months rather than a generic template, so the starting numbers are ones you can plausibly hit.
Projects the next 90 days from recurring income and known commitments, and flags the weeks where the balance runs thin before you get there.
Compares payoff orders across your balances and shows what each approach costs in months and in interest, so the trade-off is explicit.
Takes a target and a date, works backwards to a monthly number, and tracks it against what you are actually putting aside.
For partners
Whitelabel partners get the full toolset on their own domain with their own branding, terms, and support routing. Your customers never see our name unless you want them to.
Membership organizations, employers running financial wellness programs, advisory firms wanting a self-serve tier, and consumer brands adding money tools to an existing app.
If you already have the audience, the platform supplies the tooling.
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.
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.
No. The tools are built for people without a finance or technical background. No setup or coding required.
Yes. You can request a seven-day trial with full access and no credit card required.
Spending Analyzer, Subscription Finder, Budget Builder, Cash Flow Forecast, Debt Payoff Planner, and Savings Goal Tracker.
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
Every tool, every account, one monthly price.