AI-Powered Personal Finance

Your Money.
Your Intelligence.
Your Future.

Beelinger Finance is the AI-powered financial command center that gives you total clarity over your wealth — and a team of expert AI coaches to help you grow it.

No credit card required  ·  Works on any device  ·  Installs on your phone in seconds

Beelinger Finance — Dashboard
Net Worth
$247,830
↑ +$14,220 this month
Portfolio Value
$118,450
↑ +8.4% YTD
Savings Rate
28.4%
↑ +3.2% vs last month
Monthly Cashflow
+$2,140
↑ Positive for 6 months
6-Month Net Worth Trend
Asset Allocation
Equities
62%
Real Estate
21%
Crypto
11%
Cash
6%

Your financial life
is scattered.

Your bank is here. Your investments are there. Your budget is a note on your phone that you stopped updating in February. And somewhere in the middle of all that chaos, you're supposed to be making smart decisions about your future.

Beelinger Finance changes that. One platform that brings everything together — and a team of AI coaches inside it to help you make sense of it all.

🏦Bank account in one app. Investments in another.
📊Budgets that last until mid-February.
📉No idea what your net worth actually is.
🤷Generic advice that ignores your actual numbers.
Managing money feels like a second job.
◆   ◆   ◆

Everything your financial life needs.
Nothing it doesn't.

01
📊
Net Worth Dashboard

Every asset you own, every liability you carry — tracked in real time. One clean number that tells you exactly where you stand, with a 6-month trend chart showing where you're going.

8 Asset Classes
02
💰
Smart Budget Tracker

Set monthly limits for every spending category and track your progress in real time. The savings rate tracker shows you the number that separates people who build wealth from those who just earn it.

Savings Rate Tracking
03
🔄
Transaction Management

Log income and expenses in a few taps. Auto-categorized so you see your cashflow at a glance. The 6-month chart makes it immediately obvious whether you're building momentum or leaking money.

Auto-Categorized
04
🎯
Financial Goals

Whether you're saving for a house, building an emergency fund, or working toward early retirement — the AI turns your goals into a structured plan with milestones and actionable steps.

AI Milestones
05
📈
Portfolio Analytics

Full portfolio analysis with gain/loss per holding, asset class allocation, sector exposure, and a risk score. When your allocation drifts, the AI suggests specific rebalancing moves.

Risk Score + Rebalancing
06
📚
Financial Education

A personalized lesson library across Investing, Budgeting, Real Estate, Crypto, and Retirement. Each lesson is AI-generated and tailored to your level. Learn what the wealthy already know.

12 AI-Generated Lessons

Six AI experts.
One platform. Unlimited guidance.

Every conversation is informed by your actual financial data — not generic internet wisdom. Six specialized advisors, each with a distinct expertise, ready to guide you.

🐝
Bee
General Financial Coach

Your first stop for any question about your money. Bee has full visibility into your net worth, goals, and budget to give you personalized, actionable guidance.

📘
Warren
Value Investing Guide

Inspired by the principles of long-term, fundamental investing. Warren helps you find undervalued opportunities and build a portfolio built to last.

🚀
Aria
Growth Investing Strategist

Focused on high-potential opportunities in emerging sectors. Aria helps you identify growth trends before they become headlines.

Satoshi
Crypto & Digital Assets

Cutting through the noise in the blockchain space. Satoshi helps you understand, evaluate, and manage digital asset exposure with clarity.

💵
Divvy
Dividend & Income Specialist

Helping you build passive income streams through dividends, distributions, and yield-generating assets. Build income that works while you sleep.

🏠
Rex
Real Estate Advisor

From rental properties to REITs, Rex guides you through every dimension of real estate investing — strategy, analysis, and execution.

Not just an app.
A financial command center.

FeatureBeelinger FinanceRichifyMintYNAB
Net Worth Tracking Full (8 asset classes) Basic
Budget Tracker With savings rate
Financial Goals With AI milestones Basic
Portfolio Analytics Risk score + rebalancing Basic
AI Financial Coach 6 specialized agents 1 generic agent
Financial Education 12 AI-generated lessons
PWA (Install on Phone) iOS + Android
Dark/Gold Premium UI

Other apps charge for clarity.
Ours gives it free.

Most budgeting apps lock their best features behind a monthly subscription. Beelinger Finance gives you a full AI-powered financial command center — at no cost.

Budgeting App
Monarch Money
$ 9 /mo
~$99/year — billed annually
  • Budget tracking
  • Account syncing
  • Net worth tracking
  • AI financial coaches
  • Portfolio analytics
  • Financial education
  • Investing guidance
Visit Site
Budgeting App
YNAB
$ 15 /mo
~$109/year — billed annually
  • Zero-based budgeting
  • Goal tracking
  • Bank sync (via Plaid)
  • Net worth tracking
  • AI financial coaches
  • Portfolio analytics
  • Investing guidance
Visit Site
Finance App
Richify
$ 8 /mo
~$79/year — billed annually
  • Basic net worth tracking
  • Basic portfolio view
  • Financial goals (basic)
  • 1 generic AI agent
  • Budget tracker
  • Financial education
  • Risk scoring & rebalancing
Visit Site

Competitor pricing based on publicly listed rates as of 2026. Beelinger Finance is free for all Beelinger account holders.

◆   ◆   ◆

Real people. Real results.

Early users have already started putting Beelinger Finance to work. Here's what they're saying.

"

The net worth dashboard alone changed how I think about money. Seeing everything — my Roth, my crypto, my savings, my debt — in one clean number every single morning is a completely different experience than checking four separate apps.

👤
Danielle R.
Freelance Designer · Austin, TX
"

Satoshi and Warren in the same app? I was skeptical. But the AI coaches genuinely give advice based on my actual numbers, not some generic script. I asked about rebalancing and got a breakdown specific to my portfolio. Nothing else does this.

👤
Kevin L.
Software Engineer · Seattle, WA
"

I was paying $15 a month for YNAB and still didn't know my actual net worth or what my risk exposure looked like. Beelinger Finance does all of that and more — for free. I cancelled my YNAB subscription the same week.

👤
Priya M.
Product Manager · Chicago, IL
"

The savings rate tracker hit different. Seeing the exact percentage of income I'm actually keeping — not just a transaction log — made me instantly understand why I wasn't building wealth as fast as I wanted. Huge mindset shift.

👤
Jordan W.
Side Hustler · Miami, FL
"

I went through the Beelinger course and Beelinger Finance is the exact tool that makes everything click. The financial education lessons inside the app tie directly back to what I learned. It's like having the course and the practice platform in one place.

👤
Alicia B.
Early Retirement Seeker · Denver, CO
8 Asset classes tracked in real time
6 Specialized AI financial coaches
100% Free to access for all Beelinger users

Everything you need to know

Is Beelinger Finance free to use? +
Yes. Beelinger Finance is free to access for all Beelinger users. Simply sign in with your Beelinger account and you're in. No credit card required.
Is my financial data secure? +
All data is stored securely in an encrypted database. Your financial information is never sold to third parties and is only used to power your personalized AI coaching experience.
Do I need to connect my bank account? +
No bank connection is required. You manually enter your accounts, assets, and transactions — which means you stay in full control of your data at all times. Bank sync is on our roadmap for a future update.
Can I install it on my phone? +
Yes. Beelinger Finance is a Progressive Web App (PWA). On Android, Chrome will prompt you to install it automatically. On iPhone, open it in Safari, tap Share, and select "Add to Home Screen." It will behave exactly like a native app.
How is the AI Coach different from just asking ChatGPT? +
The AI Coach inside Beelinger Finance knows your actual financial situation — your net worth, your portfolio, your goals, your savings rate. It gives you advice that is specific to your numbers, not generic answers. It also maintains a persistent conversation history so every session builds on the last.

Your financial future starts
right now.

Your future is not determined by how much you earn — it's determined by how well you manage, invest, and grow what you have. Beelinger Finance gives you the tools, the intelligence, and the guidance to do exactly that.

No credit card required  ·  Works on any device  ·  Install on your phone in seconds

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