Private beta
All your money — personal and business — in one clear view.
MyWealth360 connects your accounts securely through Plaid and shows you what's really happening with your money: cash in, cash out, budgets, and goals — for your personal life and your business, side by side.
Personal + business, together
Keep each world in its own space, then roll them up into one 360° view. Built for solopreneurs whose money doesn't fit in neat boxes.
Money in vs. money out
Connect your accounts and see what's coming in and going out at a glance — with custom groupings for subscriptions, big purchases, and recurring bills.
Budgets & goals that use real data
Set budgets and savings goals, then track them against your actual cash flow — with recommendations grounded in your real transactions.
Secure by design
Bank connections run through Plaid — we never see or store your bank login. Access tokens are encrypted, and two-factor authentication is required.