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AI-Native Financial Intelligence

Your complete
wealth picture.

Connect every account. Track every asset. MoneyLoop's AI engine finds hidden savings, predicts cash flow, and builds your wealth automatically — across bank accounts, investments, real estate, and more.

Bank Accounts
Investments
Gold & Silver
Real Estate

0+

Active Users

4.9/5

App Store Rating

$0M+

Assets Tracked

99.9%

Uptime

Platform Features

Everything you need to
build wealth

Track every asset, see all income streams, and let AI discover hidden savings you didn't know existed.

All Accounts, One View

Connect checking, savings, credit cards, brokerage, retirement, crypto — securely via Plaid bank-level linking.

AI Financial Co-Pilot

Ask questions about your money in plain English. Get instant analysis, forecasts, and personalized recommendations.

Goals & Savings Plans

Set wealth goals — house down payment, retirement, education. AI builds a custom savings roadmap and tracks progress.

Investment Tracking

Monitor stocks, ETFs, real estate, gold, silver, and crypto. See performance, allocation, and gain/loss in real time.

Bill Intelligence

Track every subscription and bill. Get alerts before due dates. AI detects duplicate charges and forgotten subscriptions.

Net Worth Dashboard

Your complete financial picture: assets, liabilities, net worth trend, and monthly cash flow — updated daily.

Smart Budgets

AI auto-categorizes transactions and creates budgets based on your real spending patterns. No manual setup.

Bank-Grade Security

256-bit encryption, SOC 2 certified infrastructure, read-only Plaid connections. Your data is never sold.

Family Finance Hub

Shared visibility for households. Assign financial tasks, set joint goals, and keep everyone aligned on spending.

MoneyLoop AI

● Online

Where is most of my money going this month?

Your top 3 spending categories this month are:

42%
Housing & Rent
18%
Food & Dining
11%
Subscriptions

💡 I found 3 subscriptions you haven't used in 60+ days — save $47/mo.

Ask MoneyLoop about your money…

AI found this month

$247 in savings

AI Financial Engine

Your wealth, on
autopilot

MoneyLoop's AI engine constantly monitors your finances, finds opportunities, and takes action — while you live your life.

Natural Language Financial Queries

"How much did I spend on dining last month vs. this month?" — ask anything, get instant answers.

Predictive Cash Flow Forecasting

AI analyzes your bills, income, and patterns to predict your account balance 30 days out.

Autonomous Savings Optimizer

AI finds underused subscriptions, compares rates, and surfaces opportunities to save automatically.

Proactive Financial Alerts

Get notified before you overdraft, before a bill hits, or when an unusual charge appears.

Investment Allocation Analysis

AI compares your portfolio to benchmarks and flags rebalancing opportunities.

Tax Optimization Signals

Identifies tax-loss harvesting opportunities, deductible expenses, and year-end planning moves.

How It Works

Up and running in minutes

01

Connect your accounts

Securely link bank accounts, investments, credit cards, and loans via Plaid. Takes 2 minutes.

02

AI maps your finances

MoneyLoop automatically categorizes transactions, calculates net worth, and identifies your cash flow patterns.

03

Get insights & take action

Receive personalized recommendations, track goals, and let AI automate savings and alerts on your behalf.

What Users Say

Loved by people who take wealth seriously

MoneyLoop showed me I was paying for 12 subscriptions I forgot about. Saved $180/month in the first week.

Priya Mehta

Product Manager, NYC

The AI question feature is wild. I asked 'can I afford a new car?' and it gave me a real answer based on my actual finances.

James T.

Entrepreneur, Austin

Finally stopped having 7 different apps. Everything is here — investments, mortgage, credit cards, 401k.

Sarah Kim

Head of Engineering, SF

Pricing

Simple, honest pricing

No hidden fees. Cancel anytime. Free forever tier — no credit card required.

Free

$0/forever

Get started with the essentials

  • Up to 5 connected accounts
  • Net worth tracking
  • Transaction history (90 days)
  • Basic budgets & goals
  • Mobile app access
Most Popular

Premium

$9/mo

Full AI-powered wealth management

  • Unlimited accounts
  • Full transaction history
  • AI Financial Co-Pilot
  • Investment tracking
  • Bill negotiation AI
  • Tax optimizer
  • Family sharing (up to 4)
  • Priority support

Family

$19/mo

Complete household financial hub

  • Everything in Premium
  • Up to 10 family members
  • Shared goals & budgets
  • Family net worth dashboard
  • Individual + joint accounts
  • Estate planning tools
  • Dedicated account manager
For Businesses

Modern payroll & HR
for growing teams

Run payroll in 2 clicks. Manage benefits, PTO, onboarding, and compliance — all in one place. Built for startups and small businesses.

Unlimited payroll runs with direct deposit
Multi-state tax filing & compliance
Benefits administration (health, 401k, FSA)
Employee self-service portal

2,100+

Companies

45K+

Employees Paid

< 2 min

Payroll Time

100%

Tax Compliance

Start building wealth
today.

Join thousands of people who have their complete financial picture in one place.

No credit card required · Connect your first account in 2 minutes