Steerplan
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AI-Powered Financial Intelligence

Steer your money. Don't just track it.

Connected to your real accounts, obligations, and financial life. Cash flow forecasting, wealth scoring, and transaction intelligence grounded in your actual data.

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Bank Sync

01

Cash Flow Forecasting

30, 60, and 90-day projections built from your live transactions, bills, and income — so you see cash gaps before they happen.

02

Wealth Score Index

A proprietary 0-100 score tracking your financial strength across liquidity, debt efficiency, savings velocity, and net worth growth.

03

Transaction Intelligence

Every transaction categorised, analysed, and turned into insight — from spending patterns to debt payoff simulations.

Priority Alpha

Get early access

Join the waitlist to be among the first to experience Steerplan when we launch in Q2 2026.