You, LLC Pro

Run your finances like a business.

Advanced analytics, AI insights, and business-grade tools for people who take their finances seriously.

Coming Soon

Everything flows together

Features that work in harmony to transform your view on your finances

Plaid Integration

Automatically sync your transactions and account balances by securely connecting to your bank accounts.

Connect in 30 seconds

AI Financial Assistant

Get personalized insights into your spending habits and financial health with our AI-powered chat assistant.

Ask anything about your finances

Household Accounts

Manage your finances together with your spouse or partner by creating a combined household account.

Shared financial visibility

Pro-forma Scenarios

Create pro-forma scenarios to see how different financial decisions could impact your future.

Model financial futures

Modern Dashboard

A fresh, intuitive dashboard that gives you quick insights into your finances at a glance.

Real-time insights

Manual Transactions

Stay in full control of your financial data with the ability to manually add, edit, and delete transactions.

Full transaction control

Your learning journey

Follow the path from foundation to mastery

Foundation

Linking Accounts

Connect your bank securely with Plaid

1 min 12 sec

Recategorizing Transactions

Keep your categories clean and accurate

47 sec

Unassigned Items

Handle uncategorized transactions

1 min 26 sec

Unlinked Payments

Handle unlinked cards

Coming Soon

Automation

Creating Rules

Automate transaction categorization

2 mins 4 sec

Matching Transactions

Link related financial entries

Coming Soon

Advanced

Households

Manage shared financial accounts

Coming Soon

Creating Scenarios

Model future financial decisions

Coming Soon

Using Comps

Compare and analyze financial patterns

Coming Soon

Financial Profile

Add personal context to your financial data

Coming Soon

Ready to transform?

Elevate your finances to C-suite standards. Download now.

Android Coming Soon