Your Personal
Digital CFO.
Corporations have financial officers to optimize cash flow and grow capital. Now, you do too. Connect your banks once and let AI automate your budget, find hidden savings, and execute smart investments.
Securely integrated via Open Banking with
Three steps to autonomous wealth.
Aggregate
Link all your accounts via secure Open Banking. Complete financial visibility in one place.
Optimize
The AI acts as your accountant, auto-categorizing expenses and optimizing your monthly budget.
Allocate
The AI acts as your advisor, deploying your saved capital into high-quality assets with clear, data-driven reasoning.
Master Your Cash Flow,
Zero Effort.
Your AI accountant categorizes every transaction in real time, surfaces recurring leaks, and isolates the exact capital you can safely allocate each month.
A CFO's brief,
delivered weekly.
No more guesswork. The Digital CFO transforms your saved capital into clear, data-driven allocation recommendations — backed by fundamentals and tailored to your personal risk profile.
You saved 400 RON this month. CFO Suggestion: Allocate 200 RON in TLV (Banca Transilvania) and 200 RON in SFG (Sphera Franchise Group).
Both companies offer stable dividend yields and solid quarterly financial reports on the local market, aligning with your moderate risk profile.
Built like an institutional desk.
Priced like a consumer app.
Total Visibility. Zero Latency.
Powered by Open Banking (PSD3), aggregate your checking, savings, and credit accounts into one unified, high-performance dashboard.
ML Spending Analytics.
Machine learning categorizes your lifestyle costs instantly, calculating the exact amount of safe-to-invest capital every week.
Precision Execution. Never Buy at the Top.
Forget passive investing. The FinAlyze AI continuously scans for intra-week market volatility, deploying your capital only when target assets hit their lowest price points.
Inside the Digital CFO.
A glimpse at the interface. Full access is reserved for early members.
Calculate Your Autonomous Wealth.
Move the dial. See what your idle cash compounds to over 5 years of AI-executed deployment.
Projection assumes 35% net cumulative yield over 60 months from AI-timed entries. Not investment advice.
Elite Wealth Management. One Flat Fee.
The Digital CFO Pass
Cancel anytime. No performance fees, ever.
- Unlimited PSD3 Bank Connections
- AI Intraday Trading Algorithm
- Zero Hidden Transaction Fees
- Real-Time Portfolio Tracking
- Priority Concierge Support
- Encrypted Vault & Cold Storage