Steerplan

Release notes

Every release,
newest first.

Steerplan is live on iOS in the UK, invite-only. We're onboarding new users in small batches to keep the experience tight. Here's everything we've shipped so far.

v1.0.0Latest16 June 2026 · iOS · UK

Your AI CFO, live.

The first Steerplan release. Connect your bank, ask anything, see what is coming.

  • Connect UK bank accounts via Open Banking (read-only, FCA-regulated through Yapily)
  • AI CFO chat: ask anything about your money in plain English
  • 90-day cash-flow forecast
  • Bills and outgoings, surfaced automatically
  • Spending insights and a daily briefing
  • Upload statements and documents into chat for context
  • Light and dark themes
  • Invite-only early access

Looking ahead

See what's on the roadmap