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 missing data, then import what is ready.
The product path stays focused.
Once the import is complete, the dashboard becomes the main destination for spending, budgets, merchants, and next-step decisions.