#Financial planning
2 tools curated for you
See exactly how close you are to funding your retirement lifestyle with your unique, calculated Retirement Number, based on your income, savings, and goals. Gain an instant, comprehensive view of your financial readiness with a single Passport Score (0-100), calculated from your inputs without needing to link bank accounts. Receive personalized, step-by-step guidance from an AI financial coach (Penny) who explains your situation in plain language and models 'what-if' scenarios. Stay motivated and track tangible progress with a gamified system that awards badges and rewards for hitting real financial milestones. Build foundational knowledge with interactive financial literacy lessons in the educational academy, progressing from basics to advanced topics. Control your data completely in a privacy-first design where you manually input information and can export or delete your snapshot anytime. Create and track personalized goals with specialized calculators and timeline tracking, turning aspirations into actionable financial plans.
Get accurate, traceable answers to performance and profitability questions across entities, products, or regions — powered by the Analyst agent running real calculations on your governed financial model via the Rama engine See how pricing, cost, or demand changes ripple through revenue, margin, and cash flow before you commit — using the Strategist agent for scenario simulation Build planning models, formulas, and dashboards from a plain-language description — with the Modeler agent eliminating manual spreadsheet construction Eliminate the messy Excel middle-layer with a single governed planning engine that connects live to your ERP and CRM Make data-driven decisions with confidence using drill-down dashboards, audit trails, granular permissions, and an ISO 27001-certified environment Replace generic AI explanations with fully traceable answers back to underlying assumptions, drivers, and logic — ensuring audit-ready financial planning