Need
Families and financial advisors needed one reliable product for plans, transactions, reviews and everyday conversations—without letting an LLM improvise financial state changes.
AI-native financial product
Plenty — AI-native financial product
A WhatsApp-first family-finance platform that combines structured financial workflows with carefully bounded conversational agents.
End-to-end work
Research, product and system design, web and WhatsApp experiences, data and permission models, agent tools, implementation, testing, deployment and ongoing production support.
AI role
Specialized agents operate through strict tools and business context, with deterministic rules, confirmation points, cost controls and auditability around them.
Many moving parts?
Let’s turn them into a product people can rely on.
Tell us what the business needs to accomplish, what exists today, and where the friction is. That is enough to start.
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