01
Connect the full picture
Bring transactions, accounts, income, bills, and goals into one clear financial view.
Your AI life OS
Your money knows what comes next.
Connect your financial life. Nextwise finds costly patterns, overlooked opportunities, and the clearest action to take next.
Start free. Review every recommendation before acting.
What to expect from day one
No invented certainty
Every insight shows the underlying pattern and assumptions.
You stay in control
Nothing moves or changes without your explicit approval.
Useful before complicated
Start with manual data and get a focused next-step plan.
Signal to action
Stop tracking. Start deciding.
Nextwise closes the gap between seeing your numbers and knowing what to do about them.
02
Find what matters
Nextwise analyzes patterns, flags waste, and surfaces opportunities that deserve your attention.
03
Know what to do next
Turn analysis into a prioritized action plan built around your cash flow and goals.
Today's priority
Put idle cash to work without missing your reserve target.
View the reasoning
Potential move
$900
A sample recommendation—not a promise of savings or investment performance.
Simple access
A smarter next move at every stage.
Start with the essentials, then add deeper guidance when it earns its place.
Free
$0 / month
See your baseline and uncover an initial opportunity.
- Financial snapshot
- Manual data upload
- Core financial score
- Shareable summary
Best place to start
Pro
$9.99 / month
Ongoing intelligence for everyday financial decisions.
- Personalized AI insights
- Cash-flow forecasting
- Goals and progress tracking
- Budget guidance
- Prioritized next actions
Premium
$29 / month
More support and automation for complex goals.
- Everything in Pro
- AI agent workflows
- Approved-action automation
- Advanced investing analysis
- Human advisor access
Clear answers
Before you connect the dots.
Your next move is waiting
Turn your financial noise into one clear action.
Build your snapshot, see what Nextwise finds, and decide what happens next.