Product
A financial cockpit built around decisions.
Wealth Pilot turns imported transactions into a clear view of what changed, where money went, and what to do next. CSV import is only the setup step; the dashboard is the product.
Sign in01
Financial snapshot
See net worth, monthly spending, cash left, and budget health without digging through spreadsheets.
02
Actionable insights
Surface the changes that matter: budget pressure, top merchants, category shifts, and unusual spending patterns.
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Transaction intelligence
Organize imported bank activity with categories, scopes, and cash-flow types that can be corrected and reused.
Designed for clarity after import.
The workflow is simple: connect your finances, let Wealth Pilot organize the records, then use the dashboard to understand and decide.