How it works
From bank statement to financial story.
Wealth Pilot guides users through a focused setup flow: profile, account, import, review, and dashboard. Each step has one primary task and one clear next action.
Sign in01
Add your context
Start with profile details, goals, accounts, and financial baselines so insights can be personalized.
02
Import transactions
Upload a bank CSV for a specific account. Wealth Pilot reads, categorizes, and checks the file before import.
03
Review only issues
Instead of scanning every row, review uncertain categories, duplicates, or non-personal purchases, then import what is ready.
// process
Three steps to clarity.
Connect accounts and history
Create the accounts you want to track, then bring in activity with a bank or card CSV export.
Wealth Pilot keeps raw import rows separate from your edits, so you can correct categories without losing the original statement data. Uploads stay on the trusted import path — never by pasting bank passwords into chat.
Review, classify, and exclude
AI and rules propose a merchant name, category, and confidence for each transaction. You approve batches, fix edge cases, and exclude anything that should not count as personal spending.
Company purchases, reimbursable expenses, transfers, credit-card payments, refunds, and duplicates can be excluded with a reason — without deleting the original record. Pending vs posted rows stay visible, so you control what enters the current month’s story.
Analyze and act for next month
Only reviewed, included transactions feed the dashboard: category over/under budget, cash flow, recurring patterns, and a short list of next-month watch items.
You get amount and percentage variance where it matters, plus concrete follow-ups — adjust a dining target, review a subscription, reserve cash for a due payment. Observations stay separate from recommendations, and incomplete data is labeled instead of guessed.
The product path stays focused.
Once the import is complete, the dashboard becomes the main destination for spending, budgets, merchants, and next-step decisions.