autonomous money, in production

Set your priorities once.
Money handles itself.

Iqinsio Finance pays your bills, kills your debt, funds your investments, builds your reserves, and routes cash across every entity you operate. The only thing left for you is spending what lands in your discretionary account.

Entities supported
personal · LLC · PBC · trust
Decisions automated
Bills · debt · tax · invest
not just budgeting
Money held by us
$0
your banks, your rails
iqinsio finance · live workspace synced
This month, you have to spend
$1,840after all obligations funded
$1,070 spent17 days left
Operating Co
$XXXk
Properties
$XXk
Personal
$X.Xk
Today's activityillustrative · auto
  • Operating revenue posted+$XX,XXX
  • Tax reserve allocation · 30%$X,XXX
  • Runway reserve · 15%$X,XXX
  • Rental income+$X,XXX
  • Owner distribution scheduled$X,XXX
Autonomous money OSAI-poweredBank-agnostic railsInfrastructure-grade reliabilityNever holds your funds
How it works

A pipeline, not a dashboard

Most apps tell you about your money. Iqinsio Finance acts on it. Income flows in. Rules execute. Obligations get funded. What's left becomes spendable. The AI Brain watches the whole thing.

01
Income arrives

Revenue, rent, salary — all land in receiving accounts per entity.

02
Allocation engine fires

Priority waterfall splits the deposit. Tax. Reserves. Payroll. Distribution.

03
Bills get pre-funded

Calendar of obligations — funds positioned before the due date hits.

04
AI Brain optimizes

Weekly audits. Monthly tuning. Crisis detection. Replan on change.

05
You spend

Whatever's left lands in your discretionary account. That's the only number you watch.

your zone
Multi-entity, by default

Personal. LLC. PBC. Trust. One brain.

Every other tool treats multi-entity as a feature bolted on top of a single-entity product. Iqinsio Finance was designed from the ground up for people who operate across many legal containers. Inter-entity transfers are modeled explicitly, with tax implications flagged automatically.

  • Owner distributions, management fees, reimbursements — all tracked as first-class flows.
  • Per-entity allocation waterfalls. Your operating company's rules don't pollute your personal rules.
  • Tax treatment auto-tagged. Your accountant gets a clean audit trail.
Operating CompanyPBC · business bank
Your primary business
01 · Tax reserve
%
02 · Runway
%
03 · Payroll
fill to target
04 · Owner distribution
scheduled
Property Holding LLCLLC · business bank
Real-estate management
01 · Property tax
%
02 · CapEx + vacancy
%
03 · Owner distribution
remainder
PersonalYour personal bank
Personal finances
01 · Emergency fund
to target
02 · Retirement
monthly
03 · Brokerage
monthly
04 · Discretionary
remainder
Assistant — chat sample
Can I afford a large discretionary purchase next month?

After next cycle's allocations you'll have a known discretionary balance. The Assistant compares it to your buffer and walks through the trade-offs against your real numbers — never invented ones.

Two clean paths it might surface:

  • Pull from emergency surplus if you're above target. Buffer stays intact.
  • Adjust an inter-entity distribution next cycle — tax treatment flagged automatically.
Run option 1Model option 2Show impact across all entities
The Assistant

A financially competent friend who knows your numbers.

Ask anything. Affordability against the real cash flow. Subscription impact across two years. Scenario planning if revenue drops 30%. Debt strategy grounded in your actual rates. No lectures. No moralizing. No made-up math.

Affordability
vs. real allocation rules
Subscription cost
cumulative impact modeled
Purchase ripple
downstream effects
Debt strategy
interest vs. opportunity
Scenario planning
what-if across entities
Plain-language state
real summary, no fluff
The AI Brain

Five always-on agents. One unified mind.

Background intelligence that audits, optimizes, forecasts, and detects crises. It operates on a schedule. You get briefings, not noise.

Mon 6am
Weekly Audit

Reconciles allocations, flags drift, surfaces anomalies.

1st of month
Monthly Optimizer

Tunes percentages against realized cash flow.

End of quarter
Quarterly Forecaster

Projects runway, burn, and obligations 90 days out.

Jan 1
Annual Planner

Long-horizon reserves, tax events, debt payoff.

24/7
Crisis Detector

Always-on. Catches shortfalls hours before they hit.

regulatory posture

What we will never do.

Iqinsio Finance is a financial automation and intelligence tool, not a bank, broker, or money transmitter. The lines we hold are deliberate.

  • ×Hold your funds
  • ×Transfer money between different users
  • ×Provide regulated investment advice
  • ×Sell your financial data
  • ×Operate as a credit reporting agency

Stop managing money. Start spending what's left.

30 minutes to configure. Forever to enjoy not thinking about it.