About Preservely
Preservely builds your Financial Brain: one place that knows your real numbers, your goals, and the rules you live by, so every answer about your money, in our app or in the AI you already use, starts from the truth.
Why we're building it
AI has become the first place many people take a money question. But every AI you ask starts from whatever you remembered to type, forgets you next time, and is often built by a company with something to sell. The reasoning is impressive; the facts are guesses. We think the missing piece isn't a smarter model. It's a trustworthy, current record of you.
What Preservely does
- Knows your real numbers. It connects your accounts through Plaid and keeps your net worth, cash, and goals current.
- Learns how you decide. Your goals, rules, decisions, and preferences, confirmed by you before anything counts.
- Flags what needs a decision. Odd charges, goals slipping, and facts that changed land in your agent inbox.
- Travels with you. Your Financial Passport brings your real numbers to ChatGPT, Claude, or Gemini, sharing only what you choose.
What we believe
- Your data is yours. We never sell it or use it to train AI models, and you can delete it any time.
- Nothing moves without you. Preservely never moves money or makes a trade on its own.
- Math, not guesses. Every answer shows the numbers it's built on.
- Any AI, one you. Use whichever AI you like. Your Financial Brain works with all of them.
Where we are
Preservely is in private beta. We're letting people in a small group at a time, and early members help shape what we build next. Request beta access.
The company
Preservely is operated by Everyday AI Automation LLC, doing business as Preservely. Preservely is not a registered investment adviser; see our Disclosures. Get in touch at support@preservely.ai.