Steve: AI Financial Coach

Steve is an AI-powered financial coach designed to help you manage your money more effectively. It provides personalized insights, tracks your financial progress, and helps you achieve your financial goals faster. With Steve, you can spend with intention, save smarter, and work towards financial freedom.

Benefits

Steve offers several key advantages to help you take control of your finances:

• 24/7 Personalized Coaching: Get actionable insights based on your real-time data without the high cost of a financial advisor.
• Smarter Goals: Set and track financial goals like paying off debt, buying a home, or building an emergency fund.
• Financial Independence Planning: Plan for the life you want, whether it's early retirement or reducing financial stress.
• Transaction Reviews: Review and categorize your spending to stay intentional and spot waste quickly.
• Net Worth Tracking: Automatically track your assets, debts, and overall financial progress.
• Spending Insights: Receive AI-powered tips to cut unnecessary expenses and save more each month.
• Simple Budgeting: Build a budget that adapts to your priorities without the hassle of spreadsheets.
• Goal Celebrations: Celebrate your savings milestones with Steve, acknowledging your progress.

Use Cases

Steve is ideal for anyone looking to improve their financial management. Whether you're just starting out or looking to optimize your existing financial strategy, Steve can help. It's particularly useful for:

• Budgeting: Create and maintain a budget that adapts to your priorities.
• Goal Setting: Set and track financial goals like saving for a home, paying off debt, or building an emergency fund.
• Spending Analysis: Review your spending habits and identify areas where you can cut back.
• Net Worth Tracking: Monitor your financial progress by tracking your assets and debts.
• Financial Planning: Plan for long-term financial goals like retirement or early financial independence.

Pricing

Steve offers a simple pricing model:

• $4.99/month: Full access to Steve's AI coaching, budgeting tools, spending insights, net worth tracking, personalized plans for your goals, and bank-level security via Plaid. You only pay when you connect a bank account.

Vibes

Users have shared positive experiences with Steve:

• Josh D: "Steve has completely changed how I manage my money. The AI gives me clear, personalized insights that actually help me stay on track with my financial goals."
• Allison J: "Steve has helped me manage my money better than ever. By reviewing my transactions and setting savings goals, I finally understand my finances and am on track to save for my next big trip."
• Matt S: "I used to use my dad’s friend as a financial advisor and it would take 3 business days to get him on the phone on top of paying a few hundred dollars. Now I have a smarter, cheaper, readily available options for my personal needs."
• Jake B: "With Steve, I have a smart, reliable way to evaluate my options—whether it’s where to put a bonus, how big a car payment I can afford, or where to stash extra cash. It’s like having a personal advisor, minus the cost."
• Connor S: "Being able to quickly assess how much I spend on certain things, compared to how much I’m saving, as well as demystify some of the financial process, has been an invaluable tool for me."
• Anonymous: "The spending insights are super helpful, and the app’s intuitive design makes navigating budgets and setting priorities feel effortless. It's like having a personal finance coach in your pocket."

Additional Information

Steve uses bank-level encryption and read-only access to your accounts via Plaid, ensuring your financial data is secure. The app is trusted by over 12,000 institutions and offers 256-bit encryption for added security.