Your personal finance assistant

Your money
finally texts
you back.

Watni's your personal finance assistant — it builds your financial plan and shows you exactly how to allocate your money to fund every goal.

Get started

Pay just $5 your first month when you refer someone who joins within 30 days.

🛟
Emergency fund
Auto-moved from checking
+$40
✈️
Japan trip goal
On track for March
+$12/day
💳
High-interest card
Extra payment applied
−$75
📈
Roth IRA
Monthly contribution sent
+$150

Most finance assistants talk. Watni's the one that actually does it.

Your whole financial picture, one glance

This is what Watni sees before it recommends anything — your real numbers, not estimates.

Watni's net worth screen showing total assets, liabilities, net worth, and a peer comparison benchmark by age and income
Net Worth

See exactly where you stand

Every asset, every liability, one clear number — plus how you stack up against peers your age and income.

Watni's budget screen showing monthly income broken into committed expenses, discretionary spending, and free cash flow
Budget

Every dollar, accounted for

Committed expenses, discretionary spending, and what's actually free to put toward your goals — broken down automatically.

Two patented engines. Real numbers, not vibes.

Every recommendation runs through a priority system that knows exactly what to fund first, in what order, and where the money comes from.

Watni's capital allocation screen showing lump-sum cash allocated in priority order across cash reserves, Roth IRAs, and debt payoff
Capital Allocation

Your lump-sum cash, fully accounted for

Checking, savings, brokerage — allocated in priority order by time horizon, down to the dollar. One month of expenses always stays untouched in checking, automatically.

Watni's cash flow allocation screen showing monthly income funding goals one at a time, soonest first
Cash Flow Allocation

Your monthly income, funding one goal at a time

Soonest goal first. Once it's funded, that deposit rolls onto the next — insurance premiums and employer 401k matches never get skipped in the shuffle.

"Nothing moves until you do it yourself." That's not a tagline — it's printed on the screen, every time.

Why finance apps let you down

You're not bad with money. The apps are just bad at their job.

01

Assistants that just chat

Most finance assistants are chatbots that explain your spending back to you. They never actually do anything about it.

02

Advice with a velvet rope

Most advisors won't return your call without $50K sitting around. Cool, if you're not 23.

03

Advice you can't act on isn't worth much

Generic tips are hard to trust because they're too vague to know if they're even right for you. Watni's recommendations are specific enough to actually act on.

Four steps. Zero spreadsheets.

From "I should really deal with money" to actually dealt with.

01 · LINK

Connect your accounts

Banks, cards, whatever you've got. Takes two minutes, not a Saturday.

02 · PLAN

Get a real plan

Your assistant builds a plan around your actual goals — rent, a trip, a house, whatever's next.

03 · APPROVE

Say yes (or tweak it)

Nothing moves until you approve it. Change anything you don't like.

04 · DONE

Follow the plan

You get a clear, specific plan for every goal — exactly what to fund, how much, and when. You just check in and follow it.

What it actually does

Not a chatbot that talks about your money. A personal finance assistant that actually gets it done.

🔗

Sees everything at once

Every bank, card, and investment account, finally in one feed instead of six tabs.

🎯

Builds your goals for you

Tell it what you're saving for. It works out how much, how fast, and from where.

💡

Finds the right accounts

Matches you to accounts, loans, or policies that actually fit — no research rabbit holes.

Tells you exactly what to do

Not vague advice — specific next steps: how much, which account, and by when.

⚙️

Splits your money smartly

Patented cash-flow logic decides how much goes where, automatically, every time.

PATENTED LOGIC
📋

Keeps you on track

Checks your progress against the plan and tells you when something needs your attention.

Every recommendation is unbiased — and yours to act on.

No discretion, no fine print, no recommendations for sale. Every plan is built around your goals, not anyone else's.

You're always in controlReview, edit, or skip any recommendation — nothing happens without you.
Bank-level securityYour data's encrypted the same way your bank encrypts it.
Pause or cancel, anytimeNo lock-ins, no "are you sure" guilt trips.

One plan. No catch.

No asset minimums. No surprises.

WATNI MEMBERSHIP
$10/month
  • Unlimited goals & accounts
  • Patented cash-flow allocation
  • Cancel anytime, no questions
  • $5 first month when you refer a friend within 30 days
Get started

Questions you're probably asking

Is my data safe?

Your accounts connect through the same secure infrastructure banks and other finance apps use. Watni never sees your login credentials.

What's the actual catch?

No catch. Flat monthly fee, no asset minimums.

Do I need to know anything about investing?

Nope. That's kind of the whole point.

What if I want to do something myself instead?

Go for it. Approve the parts you want automated and skip the rest — it's your call, every time.

How is this different from a regular budgeting app?

Most AI personal finance apps categorize spending and don't give you specific steps to achieve your goals. Watni is a personal finance assistant that shows you how your money can be allocated to fund all your goals — making the recommendations actionable.