Personal finance with an AI CFO

See your money
clearly.

Connect every account, forecast your balance on any future day, and ask Sterling anything about your money. See more. Live better.

Get started See how it works

Cancel anytime · bank-grade security

Net worth
$248,910
+12.4% YTD
Safe to spend
$3,420
Runway
7.2 mo
Health score
78
Powered by PlaidBank-grade encryptionRead-only accessNever trains AI on your data
Everything in one place

Clarity, not spreadsheets

Connect everything

Link banks, cards, loans and investments through Plaid — or add accounts manually. One clear picture of your whole financial life.

Forecast the future

See your projected balance on any future day. Know whether you can afford it before you spend — not after.

Sterling, your personal AI CFO

Ask anything about your money in plain English. Sterling answers with real numbers and charts pulled from your data.

It sorts itself

Transactions categorize automatically. Set a rule once and Clarity keeps everything tidy from then on.

Net worth & insights

Track net worth over time, spot trends early, and get a health score with clear, specific ways to improve it.

Private by design

Read-only connections, bank-grade encryption, and a promise: your financial data is never used to train AI.

Meet Sterling

A personal AI CFO that actually knows your numbers

Sterling reads your real transactions, balances and forecast — then answers in plain language, with charts when they help. Ask whether you can afford a trip, where your money went, or how to lift your health score.

  • Grounded in your live data — no generic advice
  • Replies with donuts, tables and KPIs
  • Remembers your chats so you can pick up later
Sterling
Where did my money go in May?
You spent $7,800in May — about $2,000 above a typical month. The drivers were a $1,200 card payment and higher dining. Here's the breakdown:
Housing
Dining
Transport
Other
Pricing

Simple plans. Unlimited everything but AI.

Starter

Every core feature, no AI.

$79/yr

$6.58/mo billed annually

  • Unlimited accounts & transactions
  • Net worth & forecasting
  • Rules engine & budgets
  • AI top-ups available anytime
Choose plan
MOST POPULAR

Plus

More room for Sterling and automation.

$99/yr

$8.25/mo billed annually

  • Everything in Starter
  • Sterling AI chat
  • AI auto-categorization
  • 500 AI credits / month
Choose plan

Pro

Every feature, heavy AI use.

$149/yr

$12.42/mo billed annually

  • Everything in Plus
  • Sterling on our most powerful AI model
  • Receipt & statement scanning
  • 1,500 AI credits / month
Choose plan

Cancel anytime · no long-term commitment

FAQ

Good questions, clear answers

Yes. Connections are read-only and secured with bank-grade encryption through Plaid. We can never move your money, and your data is never used to train AI models.

Start seeing your money clearly.

Your plan auto-renews at the shown price until cancelled. Cancel anytime. Your clearest financial picture is a minute away.

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