Turn AI into your family's personal CFO.
Once your Foundation is built, this is the upgrade that makes it smart: an AI that knows your exact numbers and answers any money question, on demand.
Four modules. Your own money AI.
Set it up once. Then ask it anything, forever.
Build your AI context file
A one-time setup that teaches AI your full financial picture, so every answer is about your money, not generic advice.
Set up your private Claude Project
Stand up your own money AI that remembers your numbers between conversations. No prompting from scratch every time.
The power-question library
The exact, copy-and-paste prompts that turn AI into a CFO, from "where am I overspending?" to "can we afford this?"
Automate the ledger
Let AI categorize your transactions and surface your spending in seconds, so your numbers stay current with almost no effort.
What you'll be able to do
Ask anything, get real answers
Answers based on your actual numbers, not one-size-fits-all tips.
Instant spending breakdowns
See exactly where your money goes, categorized in seconds.
Catch overspending early
Your AI flags the leaks before they become a problem.
A 10-minute monthly check-in
Stay on top of everything without the spreadsheets and stress.
Lifetime access to the AI CFO setup, the prompt library, and every update.
Get the AI CFOGood questions, answered
Do I need the free Foundation first? +
Ideally yes, the AI CFO works best on top of the clean, automated system you build in the free Foundation. Start there if you haven't.
Which AI does it use? +
It's built around the free version of Claude or ChatGPT. No paid AI subscription required.
Do I have to connect my bank? +
No. You decide what to share and paste in. Nothing connects to your accounts without your say-so.
What if it's not for me? +
Backed by a 30-day money-back guarantee. If it doesn't help, email us for a full refund.