WealthSync AI

Every account in one place: net worth, spending, cash flow, and Milo, the AI that knows your numbers. On iPhone.

You check one app for your bank. Another for your credit card. A third for your investments. And you still can't answer the simple question: how am I actually doing?

WealthSync AI puts your whole money picture on one screen. Connect your accounts once and watch it come together, live.

WHAT YOU GET

• Net worth that updates as your accounts sync, with a chart that shows exactly how you're trending • Every account in one place: checking, savings, investments, and debt • Spending sorted by category, so you know where the money went without digging through statements • Cash flow at a glance: what came in, what went out, what you kept • A live 50/30/20 budget tracker that shows where you stand before anything goes wrong • Goals with a live progress bar and your projected finish date, based on your real savings pace • A private Wealth Journal for your money story, in your own words

MEET MILO, YOUR AI MONEY ASSISTANT

Ask Milo anything about your finances and get a straight answer built from your real numbers. "How am I doing this month?" "What's my biggest expense?" "Am I saving enough?" Milo sees your accounts, spending, and net worth in real time. No fluff, no lectures. Just answers.

WALL OF WINS

Real members sharing real milestones. Paid off a card, hit a savings goal, crossed a net worth mark? Post it and cheer others on.

YOUR DATA STAYS YOURS

Bank connections run through Plaid, the same service trusted by major financial apps. We never see or store your bank login. Your data is encrypted in transit. We don't sell your data. No ads, ever. Delete your account and data anytime, right inside the app.

A NOTE BEFORE YOU START

WealthSync AI is a personal finance organization tool. Insights from Milo and the dashboard are for educational purposes only and are not financial, investment, tax, or legal advice.

WealthSync AI is a membership product. Sign in with the account you used when you joined, and your full financial picture is waiting.

MILO SUBSCRIPTION

Milo AI Money Companion is an optional auto-renewable monthly subscription, with a 99-cent first month. It renews automatically each month unless you cancel at least 24 hours before the period ends. Manage or cancel anytime in your Apple Account settings. Everything else in WealthSync AI works without a subscription.

Terms of Use (EULA): https://www.officialwealthsyncai.com/terms Privacy Policy: https://www.officialwealthsyncai.com/privacy-policy