A calmer way to
keep track of money
BrightBalance gives you a daily snapshot of balances and bills, light guardrails for spending, and a way to ask your favorite AI about your finances—without strict budgets or spreadsheets.
We’ll only email about access. No spam.
Core features
Glanceable clarity without heavy budgets
BrightBalance pulls balances, upcoming bills, and discretionary spend into one calm pulse so you can react quickly instead of reconciling spreadsheets.
Narrated cash snapshot
See net change, upcoming debits, and guardrail status in a single panel that updates daily.
Loose guardrails
Replace rigid categories with soft targets so you know when spending drifts, not just after the month closes.
Activity intelligence
Label transactions with saved filters, merge duplicate merchants, and watch the chart adjust instantly.
AI connections
Bring your own AI and keep permissions scoped
BrightBalance stays read-only while letting you wire in OpenAI, Anthropic, Gemini, Copilot, or Bedrock using personal API keys stored in your vault.
Scoped prompts
We pass only the transactions relevant to your question, redact PII, and delete buffers after the response.
Flexible assistants
Swap models per query—fast GPT-4o for daily summaries, Claude for deeper what-ifs, or Bedrock when AWS residency matters.
Early Access
Be first to try the calmer way to run your money
We’re onboarding in small waves so we can keep the product opinionated. Drop your email above and we’ll reach out with a personalized setup link.
We’ll only email about access. No spam.