Your Net Worth is more than a Bank Feed.
We are solving the Data Blindspot. Plaid sees transactions; we see contracts. Turn your PDFs, insurance policies, and RSUs into actionable intelligence.
Unlock the Context Layer
Join the waitlist for the beta. High-volume document processing requires manual onboarding.
Orchestrate Your Equity
Don't let your RSUs be a black box. Track vesting schedules, model tax implications, and simulate your 'Golden Handcuffs' retention value.
- Real-time Vesting Schedule visualization
- 'Cost to Quit' simulation slider
- Automatic grant letter parsing (PDF)
- Tax bracket estimation (Coming Soon)
Spending X-Ray
Plaid gives you transactions. We give you intelligence. See exactly where your money goes with 6 interactive visualization types.
- Category breakdown & merchant ranking
- Cash flow & burn rate analysis
- Top subscription detection
- Multi-account aggregation
The Scenario Sandbox
Stop guessing with spreadsheets. Model complex financial decisions like 'Buy vs Lease' for cars or 'Rent vs Buy' for homes with AI-powered calculators.
- Car Lease Buyout Strategy (with market value check)
- Mortgage Affordability & Break-even
- Spending Cut Simulator
- Real-time variable adjustment
Your Command Center
A single pane of glass for your entire financial life. Documents, bank feeds, equity, and liabilities - all compliant, encrypted, and yours.
- Zero-Trust Security Architecture
- Document Vault for leases & contracts
- Net Worth tracking
- Dark mode tailored for focus
Built for Modern Finance
Every feature is live and working. No vaporware, no coming soon—just real tools for real financial decisions.
Plaid Banking Integration
Connect your bank accounts securely. Automatic transaction sync, balance tracking, and real-time insights from your banking data.
AI Document Parsing
Upload PDFs of leases, statements, and contracts. Our Llama 4 Vision model extracts structured data with 95%+ accuracy.
Subscription Detection
Automatically detect recurring payments with AI. Track Netflix, gym memberships, and more with predicted next charge dates.
Car Lease Buyout Strategy
Track mileage, project excess fees, and get AI-powered buy vs. return recommendations based on market value analysis.
Scenario Planning
Mortgage break-even calculators, spending cut simulators, and house affordability tools to model your financial future.
Transaction Analytics
6 interactive charts: spending by category, over time, top merchants, income vs expenses, cash flow, and subscription lists.
Zero Trust Security
JWT authentication, bcrypt password hashing, encrypted token storage, and CORS protection. Your data stays safe.
From Chaos to Clarity
We replace manual data entry with an autonomous agentic pipeline.
Connect & Upload
Link your bank via Plaid for automatic sync, or upload PDFs of leases, statements, and contracts.
AI Analysis
Llama 4 Scout Vision reads your documents, extracting structured data from tables, clauses, and financial terms.
Smart Storage
Data is normalized into type-safe schemas and stored securely in Supabase with user-scoped access.
Live Analytics
View spending trends, detected subscriptions, and cash flow insights updated in real-time.
Scenario Planning
Model financial decisions: mortgage refinancing, car lease buyouts, spending cuts, and more.
Take Action
Get AI-powered recommendations on whether to buy, return, or negotiate based on your unique data.
Choose Your Plan
Unlock the full power of your financial data. Start with a free trial and upgrade anytime.
Starter
Perfect for individuals getting started
Professional
For power users who want deeper insights
Enterprise
Complete financial intelligence platform
All plans include a 14-day free trial
Try PersonyFi risk-free. No credit card required. Cancel anytime during your trial period.
Your Data is
Radioactive.
We treat your financial data as a liability, not an asset. We redact PII locally before it ever touches our inference engine.
- AES-256 Encryption at Rest
- SOC2 Type II Compliant Infrastructure
- Ephemeral Inference (No Model Training)
Data Residency
All data stored in US-East (N. Virginia) with strict isolation policies.
Key Management
We use AWS KMS for master key rotation. We never see your raw keys.