Automations, chats & agents
The parts that keep running when you stop watching, in the chat you already use.
The money talks where the team talks.
Bind a space to a Telegram group or a Slack channel: payments announce themselves, approvals happen from a button, and a photographed receipt becomes a transaction.
- A separate chat per client, with their invoices in it
- Ask in plain words and Copilot answers over your own ledger
- 3DS codes for a card arrive here too
Eleven kinds of watching.
Low balance, budget, invoice and loan watches, a closed-month sweep into a goal, settle-up and kitty nudges, connection health, salary sweeps, scheduled allowances and caregiver alerts. Each fires once per period.
- A failure is surfaced on the rule and notified to the owners
- Runs are one-shot per period, catching up rather than backfilling
- The scheduler ticks hourly and reports its own liveness
Every kind of watching, named.
Each rule fires once per period and reports its own failures.
A floor per account, an alert when it breaks.
The pace warning before the limit, not after.
A daily digest of overdue invoices and bills coming due.
Payments due on loans and money you lent.
The month's leftover moves into a goal.
A share of payday moves the moment it lands.
A weekly plan when group debts pass a threshold.
Time for everyone to chip in again.
A sync gone silent gets reported, not ignored.
Pocket money lands on schedule.
Large spends and missed bills go to the watcher.
Your assistant, on its own credentials.
Connect an agent over MCP or an API key. It is a principal of its own with a human sponsor, and its rights are the preset narrowed by yours.
- It starts in observation, where its writes queue as proposals
- It can hold a card with its own balance and a daily ceiling
- It can never approve a payment or widen its own access
What runs by itself.
What this area touches.
Invoices and pay links on one side, payout batches and approvals on the other.
Read the area →Security, access & screeningRead-only by design, roles, logs and address screening.
Read the area →Budgets, goals & the month aheadLimits, savings and everything the month already promised.
Read the area →Reports, tax & documentsWhat the ledger adds up to when the month closes.
Read the area →Set one rule and forget it.
Automations come with the free plan; chats and agents arrive with the paid ones.