FinPilot

AI-powered finance command center

Your finances. Full picture. Always in control.

FinPilot unifies expenses, investments, recurring bills, and net worth into one intelligent dashboard — powered by AI that does the heavy lifting.

Receipt OCR with review before saving
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Feature 1

Receipts → Schedule C, no spreadsheet

Snap a receipt — AI tags merchant, date, amount, and category so quarterly taxes stay clean.

Feature 2

Import every account at once

Screenshot your broker or merchant statements — FinPilot pulls every line into one ledger.

Feature 3

Income, expenses, tax owed — live

Quarterly tax estimate, deductible totals, and net income — recalculated as transactions land.

Feature 4

Map quarterly taxes and fees

Subscriptions, advisor fees, and quarterly tax pings on one calendar so nothing surprises you.

Mission Complete ✦

Ready to take full control of your finances?

Net worth

$184,251

Cash flow · last 30 days

Income

$9,850

Expenses

$6,420

Net

$3,430

35% saved this month

Spending by category

$845

Groceries

$420

Transport

$615

Dining

$295

Subs

$530

Utilities

$710

Shopping

What's inside

Built around the parts of your money you actually touch.

No "all-in-one" hand-waving. Concrete capabilities, each one carrying weight on its own.

Receipts read by AI

Snap a photo. Get merchant, date, amount, category in seconds. Corrections train the classifier — it gets sharper over time.

Gemini-powered

Every account, one ledger

Plaid-synced banks, cards, brokerages in one feed. Manual entries cohabit cleanly when you need them.

Income, subscriptions, loans — auto-detected

Recurring paychecks, monthly subscriptions, EMI auto-debits surface as suggestions. One tap to confirm. Seven-day undo on every move.

Tax estimate, always current

Schedule C-friendly category totals. Quarterly estimates that recalculate as transactions land.

Zakat, calculated live

Track zakat-eligible assets across cash, savings, investments. Obligation updates in real time — no spreadsheet.

Built-in

Every AI move is undoable

Activity log shows every classification, suggestion, auto-link the AI made. Seven-day undo window on each one.

Designed for the financial work that matters

Receipt OCR with review before savingCAD and USD portfolio trackingHousehold-aware budgets and reportsBank connections through Plaid