Live · assistwithfinances.com
Assist you and your AI with every part of your money — purchases, statements, tax context, budgets, and the questions that need an answer.
Your AI reads the statement, does the maths, and prepares the return — Finances keeps the records, the evidence and the history it works from.
12 kinds of help
Assist With Finances · highlight
Personal, household, business, client, project — each gets its own entity with its own records, its own access, and its own tax year. Your AI works inside one at a time, so a client receipt never lands in the family budget.
Statement · Feb
reconciled
Receipt · hardware
needs category
Tax context · 2026
4 open questions
Research loops
Short playbooks for a kind of money work — the right questions, in a sensible order. Entirely optional: your AI can follow one, adapt it, or ignore them all.
Inside a loop
Close out a month: pull every statement for the periodcategorise what's new and flag what's oddreconcile against the closing balancesnote the questions only you can answersave the summary with its sources.
What it keeps
Finances can't see your songs and Music can't see your statements. Sharing a report or a period is a deliberate, revocable act — and Finances never holds a bank password, a cookie or a browser session.
Works with what you already use
When you authorise it, your AI can work through a statement in its own environment, categorise in bulk, chase down a charge and prepare tax context. Finances stores what went in, what came out, the evidence behind it and the questions still open — so the work adds up instead of scattering.
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