NewAI financial coach, built in

The clearest view of
your money.

TaxWatch connects every account, then tracks your net worth, finds the deductions you’re missing, and coaches your next move — automatically.

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SMMJDPER

10,000+ people manage their money here

Net worth

$847,200

4.2%
JULSEPNOVJANMARJUN

Cash

$48.3k

Investments

$612.4k

Real estate

$310k

Securely connected to 12,000+ banks & brokerages

ChaseFidelityVanguardAmexSchwab

One platform

Everything your money needs, working as one

Net worth

$847,200

+$34,180 this quarter

Cash, investments, real estate, and debt — pulled into one number that updates every day.

Coach

“Can I afford to max my 401(k)?”

Answered from your real numbers — not generic advice.

Tax, handled

$30,600

deductions captured this year

PersonalBusinessRental

Spending

This month vs. last

−8.4%

AI financial coach

A financial advisor that actually knows your numbers

Ask anything — taxes, investing, a big purchase. Because the coach sees your real accounts, the answer is specific to you. And it surfaces the moves you’d otherwise miss, before you ask.

  • Grounded in your live financial data
  • Proactive next moves, ranked by impact
  • Plain-English tax & investing guidance
Meet your coach

Should I pay off the car loan or invest the $12k?

Invest it. Your loan is at 4.1%, but your tax-advantaged accounts have room and a higher expected return. Keeping it invested is worth about +$2,800 over the loan term.
See the mathAdjust plan
Ask about taxes, investing, cash flow…

However you earn

One platform that adapts to your money

01

Households

Shared accounts, joint net worth, budgets and goals — together.

02

Investors

Portfolio, equity comp, and tax-loss harvesting in one view.

03

Real estate

Multi-property income, depreciation, and Schedule E — automated.

04

Freelancers

Business vs. personal, mileage, and quarterly taxes, sorted.

“I finally see my whole financial life in one place — and it quietly found a Roth conversion that saved me $4,200.”
MJ

Marcus J.

Software engineer

$5,300

average tax savings found in year one

4.9/5

across 2,400+ reviews

Take control of your whole financial life

Connect your accounts in two minutes. The rest runs itself.

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