From overwhelmed to in control.
Boss Finances turns the chaos of money into a clear, coached path. Here's exactly what happens from the moment you sign up.
Link your accounts — safely.
Securely connect your bank, cards, and loans in a couple of taps. Connections are read-only — Boss Finances can see your numbers to help, but can never move your money.
Your whole money picture, in one view.
For the first time, see everything together — cash flow, debt, credit, and savings — without the spreadsheet headache. Boss Money AI reads it all and flags what matters most right now.
A plan that fits your real life.
Boss Money AI helps you set a budget, a debt-payoff order, and a credit and savings roadmap — built around your actual numbers and goals, not a one-size template. You approve every step.
Track progress and keep going.
Watch debt shrink and savings grow. Hit milestones, get nudges when something needs attention, and turn money management into something you actually keep doing — one pillar at a time.
One coached path across nine pillars.
As you get control, Boss Finances walks you through the nine things every adult should actually know about money — in the order that makes sense for your situation. Each one is a live module in the member portal, with progress tracking and a finish-these-next queue.
Walk through Boss Finances like you're already a member.
No signup required. Real UI, real features, sample data. Seven steps, about four minutes.
Meet Jasmine, your guide for this demo.
She just signed up. She's 28, lives in Atlanta, has a credit card in collections and a growing feeling that she should have started this stuff years ago. Most of our members start right here.
Onboarding takes under 10 minutes — four steps, all optional past step 2. Jasmine will link her first account, pull her credit, and set one goal.
The pillars stay locked until Jasmine links an account. We deliberately gate the product until it has real data to work with.
Her whole financial life on one screen.
47 days in, Jasmine logs into a dashboard that shows her net worth trend, three active goals, and a tile for each of the nine pillars. Everything deep-links to the module below it.
The emergency fund bar turned green at 93% this morning. The credit score shows +18 since she joined. The product's job from here is to keep that momentum.
A credit score she can actually move.
The score gauge shows 712 — up 18 points since joining. Below that, the four factors that actually drove it. Below that, three ranked next moves with expected point impact.
Most credit apps stop at the number. Ours treats the number as diagnostic — what moved it, what could move it next.
A payoff plan she'll actually finish.
Avalanche and snowball side-by-side with her actual APRs and balances. The extra-payment slider models every dollar in real time.
Jasmine picked avalanche. At $250/mo extra, she's debt-free by January 2028 and saves $2,341 in interest.
An AI coach that actually sees her numbers.
Most AI chat tools answer generic questions. Boss Money AI answers Jasmine's specific questions — grounded in her linked accounts, her goals, her actual situation.
Educational coaching on fixed sample data — not personalized financial, tax, or legal advice. AI can be wrong; verify before you act.
Milestones that replace abstract goals.
The 1-3-6 framework — one month of expenses saved, then three, then six — replaces "save more" with three concrete targets.
Jasmine's at 93% of her one-month goal. 14 days to milestone. The HYSA marketplace below surfaces where her cash could actually earn.
What Jasmine's first 120 days looked like.
This is the real outcome of one member using Boss Finances consistently for four months. Our median member hits these milestones at a similar pace.
"I've had credit cards for 8 years and never understood why my score moved. Now I check it every week and I know exactly what I'm doing."
Ready to start your own 120 days?
Free to start. No card required. The first pillar unlocks the moment you link an account.
See the product
Real screens, before you spend a dollar.
A look at the screens you'll use on day one — dashboard, coach, credit, debt payoff, and goals. Numbers shown are a sample household, not a real member.
One screen for where you actually stand
Cash flow, credit, debt payoff, and savings in one view — updated from your linked accounts.
Interface preview · sample data
Walkthrough video
The full screen-recorded walkthrough publishes here before launch. Until then, the step-by-step interactive tour is the honest version — nothing pre-edited.
Common questions.
Ready to take control?
Start free in minutes, or lock lifetime access as a founding member before the seats are gone.
Founding pre-sale · 750 seats · $299 for life · 750 remaining