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Net worth + spending + taxes

Personal CFO

Niyra tracks accounts, surfaces unusual spending, prepares tax documents, watches cashflow.
Setup: 10 minTry Niyra free

The problem

You probably have 6 bank accounts, 3 credit cards, 2 brokerage accounts. No single view of your money. Tax season is annual chaos.

How Niyra handles it

Niyra ingests your statements (read-only OAuth or CSVs), tracks net worth, flags unusual spending, prepares tax-ready summaries, watches for subscription creep.

Try saying this to Niyra

What's my net worth?

Find subscriptions I'm still paying for that I don't use.

Tax summary for FY 2026.

What Niyra uses for this

Banking integrations
Records
Memory
She knows you.

Try this with Niyra. Free.

15-day free trial: $0 today, enough to put her through a real day.

32+

Integrations

OAuth-first

5

Channels

Web, WhatsApp, Telegram, Discord, voice

100+

Native tools

Memory, voice, browser, automation

18

Skills

JIT-loaded per turn

WhatsAppOutbound callsInbox triageCalendar tetrisLong-term memoryAutomation

Other use cases

For AI:.md.txt
Personal CFO | Niyra