Personal finance

Wisertrack Money: say what you spent. It is written in your books.

Private beta

A personal ledger you keep through your own AI assistant. You talk; it keeps proper double-entry books, and nothing is saved until you say yes.

Works with assistants that support MCP, includingClaudeChatGPT
Connected to Wisertrack MoneyIllustrative example
I paid 42.50 for groceries with my Visa yesterday.
Wisertrack MoneyThat is 42.50 to Groceries, paid by your Visa card, dated 15 October. Shall I post it?
Yes.
Wisertrack MoneyPosted. Groceries 42.50 debit, Visa card 42.50 credit. Balanced.

Nothing is posted until you say yes. Every entry is dated and balanced.

How it works

You talk to your assistant. Money keeps the record.

Your assistant turns what you say into a proper double-entry record: every amount goes into one account and out of another, so the books always balance. It reads your balances back from the ledger, never from memory.

  1. 1

    Get an invite

    The beta is invite only. You receive an email to set your password.

  2. 2

    Connect your assistant

    Add it as a custom connector in an assistant that supports MCP connectors. The steps come with your invite.

  3. 3

    Talk about your money

    Your assistant sets up accounts as you mention them. There is no form to fill in and nothing to install.

What you can do today

What it keeps for you

A personal ledger with real accounts, kept through conversation.

Spending and income

Tell your assistant what you paid or received. It becomes a dated entry in the right account.

Banks, cash and cards

Each account keeps its own balance. Card instalment plans show what is paid and what is left.

Loans, policies and subscriptions

Register recurring payments once and see what is due, paid and remaining.

More than one currency

Each entry keeps its own currency and the rate your assistant names, with its date and source.

Where you stand

Balances, net worth and spending by category for any date, worked out from your entries.

A copy you can keep

Ask for an export at any time and your assistant gives you the whole ledger as a file.

Trust

A record, not a bank.

The rules below are built into the server, so they hold whichever assistant you use.

It never moves money

Wisertrack Money records what happened. It does not pay anyone or connect to your bank.

Nothing is posted without your yes

Your assistant states each entry in plain words and waits for you to agree.

Past entries are never edited or deleted

A correction is a new entry you can see, so the history stays complete.

No financial, tax or legal advice

It is software that keeps your books. Decisions stay with you.

The beta

This is early software.

The beta is for a small group of invited people. Things will change, and some features are still being tested. Please do not rely on it as your only record of your money yet. If something looks wrong, write to info@wisertrack.com and it will be looked at.

Keep your books by asking, not typing.

Wisertrack Money is software by Wisertrack Pte. Ltd. It records money and is not financial, tax or legal advice.