AI financial advisor built on your own numbers
The IncomeWise AI Advisor, powered by Anthropic’s Claude, reviews your real income, spending, budgets and goals and returns specific actions — which category to cut, how much you can safely invest, which debt to pay first. Pick a focus (a general review, boosting savings, investing a surplus, cutting expenses or paying down debt) and it answers for your situation, not an average one.
What you get
Grounded in your data
Advice is built from your own transactions, budgets and goals, not a questionnaire.
Five focus areas
General overview, boost savings, invest surplus, cut expenses and pay down debt.
In your language
Advice is written in the language you use the app in: English, Urdu or Arabic.
Private
Your data is sent to the model only when you ask for advice, and never used to train it.
How it works
- 1
Log a few weeks of transactions — the more history, the sharper the advice.
- 2
Open AI Advisor and choose a focus.
- 3
Read the actions and apply the ones that fit.
What it is — and isn’t
The AI Advisor is a fast, specific second opinion on your own numbers. It is not a licensed financial adviser and does not manage or move money. For investment, tax or legal decisions, treat its output as a starting point to discuss with a professional.
Frequently asked questions
Which AI powers the IncomeWise advisor?
Anthropic’s Claude.
Is the AI financial advisor free?
It is part of IncomeWise Premium, which costs $3 a month.
Is my financial data used to train AI models?
No. Your data is sent only when you request advice, to produce that answer.
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