The Desktop Era
Quicken & Excel. Digitized the checkbook register. Manual entry, offline data, and strictly retrospective.
The Dashboard Era
Mint & Monarch. Cloud aggregation. Visualized data, but passive. Requires you to "hunt and peck" for insights.
Autonomous Financial Agency
LedgerGenius. Active, conversational engagement. Shifting from passive dashboards to an intelligent agent that reasons and strategizes.
Autonomous Financial Agency
Don't hunt for insights. Just ask. Experience the shift from passive dashboards to active conversation.
"Natural Language Interface": Ask anything about your finances in plain English.
Persistent Memory: The AI remembers your goals, life changes, and preferences across sessions.
Solve Data Fragility. When APIs break, snap a screenshot of your brokerage or receipt. The AI extracts the data.
"I spent $45 at Costco." Remove the friction of manual entry on the go.
Resolving the privacy-vs-transparency paradox.
- Granular Role-Based Access
- Hide "Surprise" Transactions
- Maintain Budget Integrity
Stop paying for separate budgeting and wealth apps.
We re-bundle Cash Flow and Net Worth into one seamless view. Real-time portfolio valuation meets zero-based budgeting.
Beyond subscription canceling.
Detects wasteful spending patterns and behavioral leaks—not just forgotten subscriptions.
The Challenge
LedgerGenius partners with Stripe Financial Connections to securely link your accounts. We use OAuth direct connections, meaning we never see or store your bank login credentials.
OAuth Direct Connection
Login directly on your bank's portal. No shared passwords.
Encrypted at Rest & Transit
AES-256 encryption protects your data at every step.
Read-Only Access
We can only see what you allow. We cannot move your money.
We Never Sell Your Data
Your financial data belongs to you—and only you. Period.
Never Sold
Your data is never sold to advertisers, data brokers, or anyone else.
Never Shared
We don't share your financial information with third parties.
No Ads
Your data is never used for targeted advertising or profiling.
Encrypted
AES-256 encryption ensures only you can access your data.
Why CFO Autopilot?
The only AI bookkeeper that closes your books automatically.
| Feature | CFO Autopilot | Part-time Bookkeeper | Outsourced (Bench/Pilot) |
|---|---|---|---|
| Monthly Cost | $100/month | $300-800/month | $250-800+/month |
| Month-End Closing | Automatic (1st of month) | Manual (your schedule) | 2-3 business days |
| AI Categorization | Gemini 3 Pro (85%+ accuracy) | Human judgment | Human + basic rules |
| Bank Reconciliation | Auto soft-match | Manual | Manual |
| Availability | 24/7 instant | Office hours only | Business days only |
| Tax Prep (Schedule C) | Auto-generated monthly | Extra hourly fee | CPA add-on ($2,500+) |
| Consistency | Never forgets patterns | Depends on notes | Staff turnover |
Choose Your Agent
Start with the basics or unlock full financial autonomy.
For students & simplicity.