Your whole financial life, in one conversation
AI that understands your whole financial life.
Ask a question. Get an answer that sees everything together.
Try asking“Is my QuickBooks accurate?”
Double-check QuickBooks or your accountant
Does that numberlook right?
Ask Financial Brain to check the number against the records. If something does not match, it shows you what to ask.
Keep your accountant. Know what to ask.
The story behind the number
Your files show what. Financial Brain remembers why.
It keeps the number, the source, and the story together. So you can see what changed, what is missing, and what to ask next.
Before the surprise
Catch the thing you would have found too late.
Before the meeting. Before the surprise. Before the deadline.
When only one person knows
Your family should not have to become detectives.
If something happens to you, the people you choose can see what exists, where it is, who to call, and what to do next.
Built around the people you trust
Keep the experts. Give them the whole picture.
Financial Brain organizes the facts and prepares the questions. Your CPA, advisor, and attorney make the decisions with you.
Who we are
Two different brains. One very useful obsession.
Jay understands how money, tax, and family decisions connect. James turns complicated information into systems people can actually use. Together, they are building the Financial Brain they wished every family already had.
JayTax and financial context. Known to read the footnotes.
JamesTechnology and systems. Takes “we have a spreadsheet for that” personally.
Private beta
Ask your real financial life a question.
Add the account records, documents, emails, and messages you choose. Financial Brain’s AI uses those real sources to answer useful questions and show where each answer came from.