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AI assistant

In development

Ask a question about your own money

A conversational assistant that answers from your transactions, budgets and balances — and shows which records it used. Designed to explain what it found and flag what it is unsure about, not to hand down verdicts.

Explore the sample experience
All features/AI insights
The idea

Designed around the way money works in real life.

01

Answers you can check

Every answer links to the transactions behind it. If the assistant says restaurant spending rose 18%, you can see the 18%.

02

Scoped to what you allow

The assistant reads only the accounts and date ranges you authorise, and the scope is visible and changeable at any time.

03

Honest about uncertainty

Partial data, an unusual month or a miscategorised transaction get stated as caveats rather than smoothed over.

What is planned

A status for every capability.

These are product plans, not a promise that a capability is available today. Dependencies and limitations are shown with the relevant item.

AI assistant & insightsIn development

Ask questions about your own money and get explained, sourced answers.

External AI connectionsPlanned

Authorise an outside AI tool to read your SolvMoney data, scoped and revocable.

The assistant

  • Conversational questions about spending and incomeIn development
  • Trend explanations across periodsIn development
  • Unusual spending observationsIn development
  • Explain a change in net worthIn development
  • Questions about subscriptions and recurring chargesIn development
  • Budget improvement suggestionsIn development
  • Goal-related observationsIn development
  • Supporting transactions shown with every answerIn development
  • Periodic personalised summariesPlanned

External AI connections

Letting an outside AI tool read your SolvMoney data, under permissions you set.

  • Authorise a read-only connectionPlanned
  • Per-connection access scopesPlanned
  • Review and revoke a connectionPlanned
  • Usage limits per connectionPlanned
  • Authorise write access for specific updatesPlanned
  • Published integration documentationPlanned
Known boundaries

What to expect from this area.

  • The assistant is not a financial, tax, legal or investment adviser, and its output is not advice. For decisions that matter, talk to a qualified professional.
  • Answers are only as good as the underlying categorisation. A miscategorised transaction produces a confidently wrong answer, which is why sources are always shown.
  • No external AI connector is available yet. None will be advertised as working until it has been built and tested.
  • The model provider that will process assistant requests has not been selected. What is sent, and the authorisation required, will be documented on the security page before the feature ships.
Related areas

Continue exploring.

Cash flow & reporting

Cash flow & reporting

Income against expenses by month and by year, broken down by category, merchant and account. Every chart drills through to the transactions underneath it, so a surprising number is one click from an explanation.

Budgeting

Budgeting & spending

Set a limit per category or one flexible spending target, then watch it against what you actually spend. When a category runs over, SolvMoney shows you where the money went instead of just turning the bar red.

Household & platform

Household & platform

Share a financial picture with a partner under permissions you both understand, and keep firm control over your own data — what is stored, what is exported, and what is deleted.

A clearer picture starts here

Explore the sample interface.

See how the concepts in this feature area fit together in one sample household.

Explore the preview