Your family's financial operating system.
Automate your family's money this weekend, then let AI run it. Build the basics, automate the future, and leave a legacy.
AI just got access to your bank account.
ChatGPT and Claude can now connect to your checking, savings, and cards. They see every transaction, every balance, every subscription leaking out each month.
The catch: AI is only as good as what you feed it. Point it at a financial mess and you get faster, more confident bad advice. Point it at a clean, automated system and it becomes the kind of advantage that used to cost a private CFO.
The AI-Ready Money Foundation gets your money into that system first, so when AI looks at your finances, it sees a system, not a mess.
Three steps. One weekend.
You don't need to be good with money or tech. You need a system, and a weekend.
Install the system
Set up a clean money system: income, expenses, debt, savings, and four automatic transfers that run on their own.
Hand it to your AI CFO
Drop your numbers into a ready-made AI setup. Now you have a CFO that knows your situation and answers any money question on demand.
Let it run
Your money moves itself every paycheck. Ten minutes a month keeps it sharp. The system compounds quietly for years.
Start free. Upgrade when you're ready.
Begin with the free Foundation. Add the AI CFO and Full System as you go, or get everything in the bundle and save.
Most people start free, then grab the bundle. It includes the $199 Full System plus everything else, for less than the Full System costs on its own.
- ✓ 3 step-by-step videos
- ✓ The Financial OS starter spreadsheet
- ✓ The 3 AI CFO questions
- ✓ The Money Automation Quiz
- ✓ Everything in The Foundation
- ✓ AI CFO context file + Claude Project
- ✓ The prompt & power-question library
- ✓ Automated ledger basics
- ✓ Everything in The AI CFO
- ✓ Full automation: import, categorize, report
- ✓ Debt-payoff optimizer + savings engine
- ✓ Monthly review + big-decision modeling
- ✓ All 9 spreadsheet tabs + templates
- ✓ The Foundation
- ✓ The AI CFO ($49)
- ✓ The Full System ($199)
- ✓ Every video, sheet, and template
- ✓ Lifetime access and updates
Compare what you get
| Foundation Free | AI CFO $49 | Full System $199 | Bundle $149 | |
|---|---|---|---|---|
| Weekend setup videos | ✓ | ✓ | ✓ | ✓ |
| Financial OS starter spreadsheet | ✓ | ✓ | ✓ | ✓ |
| Money Automation Quiz | ✓ | ✓ | ✓ | ✓ |
| AI CFO context file + Claude Project | × | ✓ | ✓ | ✓ |
| Prompt & power-question library | × | ✓ | ✓ | ✓ |
| Full automation (import, categorize, report) | × | × | ✓ | ✓ |
| Debt-payoff optimizer + savings engine | × | × | ✓ | ✓ |
| Monthly review + big-decision modeling | × | × | ✓ | ✓ |
| All 9 spreadsheet tabs + templates | × | × | ✓ | ✓ |
| Lifetime access and updates | × | × | × | ✓ |
Good questions, answered
Do I need to be good with tech or AI? +
No. Everything is step-by-step, and the AI parts are copy-and-paste. If you can use a web browser and a spreadsheet, you can do this.
Which AI do I need? +
It works with the free version of ChatGPT or Claude. No paid AI subscription required to start.
Do I have to connect my bank account? +
No. You stay in control of what you share. You decide what to enter and what to paste in. Nothing connects to your accounts without your say-so.
I'm in debt. Is this for me? +
Especially. The Full System includes a debt-payoff optimizer that ranks your debts and calculates your exact debt-free date, so you stop guessing and start making progress.
What if it's not for me? +
The Foundation is free, so you can see exactly how it works before paying anything. Paid tiers are backed by a 30-day money-back guarantee.
Your money is about to be read by AI. Make sure it sees a system.
Start with the free quiz, then build the system in 48 hours.
Start with the free quiz