Bring Clarity To Your Finances
Get Spending Under Control & Run Your Personal Finances Like a Business
December 2024
December 2024
Daily Net Earnings
See your daily net earnings and how they compare to your budget.
Savings Optimization
Intelligent recommendations to maximize your savings from your daily net earnings.
Secured Data
Safely connect your accounts with our Bank-grade AES-256 encryption, SOC2 Type II certified security.
What Our Users Are Saying
Sarah J.
Freelance Designer
"As a freelancer with irregular income, I always struggled to budget effectively. PersonalFi.ai has been a game-changer. It adapts to my cash flow and helps me stay on top of my finances, even in lean months."
Michael T.
Small Business Owner
"Running a small business, I wore many hats, including that of a financial manager. PersonalFi.ai simplified my personal and business finances, giving me more time to focus on growing my company. It's like having a CFO in my pocket!"
Emily R.
Recent Graduate
"Fresh out of college with student loans, I was overwhelmed by financial responsibilities. PersonalFi.ai guided me through creating a realistic budget and debt repayment plan. Now, I feel confident about my financial future!"
Choose Your Plan
Free
$0/month
- Manual financial tracking
- Limited transaction history
- Basic budgeting tools
- 1 User
Premium - Most Popular
$9.99/month
- Automated financial tracking
- Unlimited transaction history
- Advanced budgeting tools
- 1 User
Family Plan
$14.99/month
- All Premium features
- Shared financial goals
- Family expense tracking
- Up to 5 family members
Business Plan
$24.99/month
- All Family Plan features
- Business expense categorization
- Invoice tracking
- Up to 5 business users
Our Story
Our story began in the thick of everyday life: a growing family, a new city, new jobs. Along with these changes, though, came a heavy burden—$30,000 in debt that felt impossible to escape. We tried to stay on top of things, but month after month, our finances slipped further out of control. Frustrated, we had a realization: What if we managed our personal finances the way a business would?
At first, this idea felt ambitious. But we started simple: mapping out every expense, every debt, and every bit of income. We built a "financial dashboard" and followed a straightforward set of rules, making each dollar count. Step by step, we clawed our way out of debt. Small wins built momentum, and before we knew it, we'd paid off every penny. The process was transformative. We'd learned not only how to get out of debt but also how to build a system for financial clarity. The tools we created had given us control over our finances and confidence for the future. This method felt too valuable to keep to ourselves.
So we created PersonalFi, inspired by the system that had worked for us. Our goal is simple: to provide anyone seeking financial freedom with clear tools to manage their finances effectively. PersonalFi is built on the same principles that helped us, designed to empower others with the same level of control, clarity, and confidence. Our mission is straightforward—if we could find our way out, so can you. PersonalFi is here to make that journey easier. Join us, and take control of your financial future.
