Your AI doesn't know you.
Preservely changes that.
Preservely connects every account, tracks your net worth and builds a Financial Brain that knows your goals and rules. Get exact math on big decisions, in the app or inside ChatGPT and Claude.
Preservely app screens, shown with sample data
AI can reason about money.
It just can't see yours.
ChatGPT, Claude and every new AI app are brilliant at thinking. But they only know what you type, they forget you next time, and each one has something to sell. Preservely gives them your Financial Brain — your real numbers, goals and rules — so every answer is actually about you.
A common rule of thumb is to keep three to six months of expenses saved. If you spend around $5,000 a month, you'd want $15,000–$30,000 set aside. It depends on your situation, so consider your other obligations.
The math works, with room to spare. You've spent $6,240 a month on average, and you have $41,300 in checking and savings — about 6.6 months. Three months off still leaves 3.6 months, above the 3-month floor you set in March.
Preservely sits between you and every AI.
It builds your Financial Brain: your real numbers plus the goals, rules, decisions and preferences that make you, you. Every AI you use works from it, so the answers fit your life instead of someone else's sales pitch.
Your accounts, your plans and the way you like to handle money.
Every AI app works for someone. With your Financial Brain, it works for you.
Knows your money.
Knows you.
Preservely is the app where your Financial Brain is built and kept accurate. Your Passport is the part you take to ChatGPT, Claude or Gemini.
Ask your Brain anything
Plain-English questions, answered from your real numbers and the rules you've set. It thinks the way you would, because it knows what you know.
- Answers built on your own accounts
- Shows the math, not a guess
- Remembers the conversation next time
The more it knows, the more it thinks like you
Tell it what matters: a goal, a decision you made, a line you won't cross. It also notices things on its own and checks with you before anything counts.
- Share goals, decisions and preferences
- It asks before saving what it notices
- Your Passport carries it into the AI you use
An inbox for everything your AI does
Your agent runs the checks you schedule, watches every account and flags what needs a decision: an odd charge, a goal slipping, a fact that changed. Nothing counts until you confirm it.
- Scheduled checks and reminders
- A heads-up only when it matters
- You confirm every change before it counts
Makes any AI smarter about your money
Copy your Passport, a private summary of your money, into ChatGPT, Claude or Gemini in one tap. Every answer starts from your real numbers.
- You choose what's shared
- Account numbers and logins never leave Preservely
- Direct connections over MCP, coming soon
And everything else, in one app
Everything you teach it today makes what comes next smarter, for you.
Real money moments, handled.
From everyday spending to big life decisions, in Preservely or through the AI agents you already use.
Set up in minutes.
Smarter every week.
From your first tap to every AI you use. Here's what the journey looks like.
Safe by design
Specific safeguards, not slogans. And Preservely never moves money or makes a trade on its own.
Your Financial Brain takes time to build.
You can't fast-forward it.
More of your money decisions are going to run through AI agents, and they'll only be as good as what they know about you. Without Preservely, you explain yourself from scratch to every AI you use, and none of it carries over. With it, every week adds to a record that's ready for whatever AI comes next.
- You retype your accounts, goals and rules for every AI, and leave half of it out.
- Each app only sees the slice of your money it holds, and some have something to sell you.
- The reasons behind your decisions live only in your head, so no AI can use them.
- Your real numbers, goals and rules are in one place, confirmed by you.
- Every decision is kept with the reason you made it, so answers build on your history.
- Any AI you use starts from what you've already built, instead of from zero.
Your bank can send over old transactions. It can't send the reasons behind your decisions. Those only exist if something was keeping track when you made them.
Why I'm building Preservely
I manage my own money, and more and more of that thinking happens with AI. The reasoning is impressive. The context is always missing. Every new chat starts from zero: my accounts, my goals, the rules I've set for myself, the reasons behind decisions I've already made. I'd retype a version of it, leave half out, and get a confident answer for someone who wasn't quite me.
So I'm building what I wanted: one place that knows my real numbers and keeps track of what I've decided and why, so every AI I use starts from the truth instead of a guess. It never moves money on its own, and it has nothing to sell you.
It's early, and the beta is small on purpose. I read every piece of feedback. If you run your money with AI too, I'd love your help shaping it.
Your AI doesn't know you.
Let's fix that.
Connect your accounts and Preservely starts learning you from day one. We're letting people in a small group at a time, and early members keep their spot for life.