Clarity starts with knowing your numbers
Master Your Money Flow. Every Dollar, Accounted For.
Upload your financial documents to the Vault, and let Solomon AI do the rest. We analyze your W2s, bank statements, and 1099s to reveal your complete cash flow picture income, expenses, and surplus opportunities.
Income Tracking
Every source, automatically logged
Expense Analysis
Categorized spending insights
Surplus Detection
Find money you didn't know you had
Budget Optimization
Smart allocation recommendations
See Where Every Dollar Goes
Most people have no idea where their money disappears each month. Our AI automatically categorizes transactions, tracks income sources, and reveals spending patterns you never knew existed.
- ✓Automatic transaction categorization
- ✓Multiple income source tracking
- ✓Spending pattern detection and alerts
Salary
Monthly income
Side Business
Monthly income
Investments
Monthly income
Housing
Monthly expense
AI Analysis
Your income is diversified across 3 sources. Consider increasing passive income streams.
See the Bigger Picture
Perpetual Wealth gives you clarity on where your money flows each month. Visualize your surplus trends, spot opportunities to save more, and make informed decisions that compound over time.
- ✓Monthly surplus trend visualization
- ✓AI-powered savings opportunities
- ✓What-if scenario planning
Avg. Surplus
$0
Optimized
$0
Solomon AI Insight
Your May surplus peaked at $5,200. Redirecting this to investments could generate $624/year in passive income.
Know Your Financial Runway
Understand how long your current cash position can support your lifestyle. Our tool helps you organize your cash flow, estimate your financial runway, and see how today's spending decisions affect tomorrow's flexibility.
- ✓Instant CFI score calculation
- ✓Runway modeling in months
- ✓Action-oriented insights
Include savings, checking, and money market accounts
Rent, utilities, groceries, subscriptions, etc.
Your Cash Flow Index
6.3
6 months of runway
Liquid Assets
$50,000
Monthly Burn
$8,000
Insight
Solid 6+ month runway. You're well-prepared for most emergencies.
Stop Guessing.
Start Knowing.
The Solomon AI concierge analyzes your complete cash flow picture and delivers personalized recommendations so you can build wealth with confidence.
Educational purposes only. Not financial advice.