Steer your money.
Don't just track it.
Steerplan is an AI-powered personal finance app. It connects to your UK bank accounts through Open Banking to track your balances, bills, and spending, forecast the next 90 days, and answer questions about your money in plain English.
Q3 2026 access
Finance that tells you what to do
How it works
Connect once.
Steer everything.
An AI CFO grounded in your real data, in three steps.
Link your bank in seconds.
Open Banking via Yapily, FCA-authorised. You authenticate with your bank directly, never with us. Read-only access, so Steerplan can never move your money.
Supported UK banks
+ every other UK bank and building society
Your accounts, mapped.
Within minutes Steerplan reads every transaction, identifies your income, recurring bills and spending categories, and builds a complete picture of your money.
What gets mapped
Forecast 90 days. Ask anything.
See what’s coming before it happens. Ask Steerplan in plain English and get answers grounded in your actual numbers, not generic advice.
Projected balance
On trackAsk anything
Supported UK banks
+ every other UK bank and building society
What gets mapped
Projected balance
On trackAsk anything
About Steerplan
The AI CFO for
your money.
Steerplan connects securely to your UK bank accounts through FCA-regulated Open Banking. It is read-only, so it can never move your money. It brings every account into one view, surfaces bills before they hit, shows where your money goes, forecasts the next 90 days, and answers questions about your finances in plain English.
Steerplan Ltd is on the FCA register as a PSD Agent of Yapily Connect Ltd. You can sign in with your email, Apple, or Google account. When you sign in with Google, Steerplan receives only your name and email address from your Google account, used solely to create and secure your Steerplan account. Steerplan never accesses your Gmail, contacts, or files, and never posts on your behalf.
FAQ
Common questions
Steerplan is an AI-powered financial intelligence platform that connects to your real bank accounts to provide cash flow forecasting and transaction intelligence, so you can steer your money, not just track it.
Once your accounts are connected, our AI analyses your transactions, income, and obligations to build a complete picture of your finances. You can ask questions in plain English and get data-backed answers grounded in your actual financial data.
Absolutely. We use AES-256 encryption and read-only bank access via Open Banking, provided through Yapily Connect Ltd (an FCA-authorised AISP, FRN 827001). Your data is never used to train AI models. We can view your transactions but can never move your money.
Steerplan Ltd is on the FCA register as a PSD Agent of Yapily Connect Ltd (FRN 827001), an FCA-authorised Account Information Service Provider. This means we operate under Yapily’s regulatory authorisation to provide Account Information Services (AIS) to UK customers, with FCA oversight extending to Steerplan as the registered agent. You can verify our entry on the FCA’s public register.
Steerplan supports all major UK banks and building societies through Open Banking, including Barclays, HSBC, Lloyds, NatWest, Monzo, Starling, and more. You can also upload CSV statements manually.
Your AI CFO is ready.
Stop guessing where your money goes. Start steering it.