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Meet Ellie™ — your AI CFO

Your all-in-one personal
financial advisor.

From cash flow tracking to retirement gap analysis, tax optimization, and insurance planning — Elenvo AI gives you a real-time, 360° view of your finances and actionable steps to grow your wealth.

Get Your Free Financial Health Score
SOC 2 Infrastructure 256-bit Encryption Licensed Advisors
Tax Savings Uncovered
$7,513
Financial Health Score
0/ 100GOOD
Outcomes in numbers

Real money, verifiable.

79/ 100
Average Elenvo Financial Health Score
Across active users
$7,513/yr
Average tax savings uncovered per user
Verified by Ellie
60sec
Time for Ellie to diagnose a retirement gap
Median
$400Kgap
Median retirement shortfall Ellie detects
First session
The problem

You're flying blind with your money.

You have accounts everywhere, deadlines you're missing, and tax dollars left on the table. No one is connecting the dots. Until now.

01 / Blind spot
You don't know your number.
Credit has a FICO score. Your full financial health has nothing. You have no idea if you're on track, behind, or ahead.
02 / Silent leak
You're leaving money on the table.
The average household misses $7,513 a year in legal tax savings, underfunds retirement by $400,000, and skips insurance gaps they didn't know existed.
03 / Too late
You only find out when the window closed.
IRA deadlines, contribution windows, tax-loss harvesting opportunities. By the time you notice, the door is shut.
EEllie™ · AI CFO
Ellie just said“I found $2,400 of unused Roth IRA room. Want me to move it before April 15?”
Meet Ellie™

Your AI CFO. On the clock, always.

Ellie reads your complete financial picture the way a top advisor would — then surfaces ranked, actionable recommendations in under a minute.

Reads everything.

Connects bank, brokerage, retirement, insurance, and tax data through bank-grade integrations.

Spots what you miss.

Every gap, every underfunded goal, every missed tax shelter — flagged automatically.

Explains in plain English.

No jargon. Every recommendation shows its reasoning and its projected dollar impact.

What Ellie does

Everything your money needs, in one place.

Six pillars, one assistant. Tap any pillar to see Ellie at work — the same view you'll get on day one.
Cash Flow

See every dollar, mapped in real time.

See every dollar in and out, mapped in real time. Click any category to drill into transactions.

● 63.6% surplus · this month
Refreshed by Ellie · 12s ago
Salary / Payroll: $19,400Salary / Payroll$19,400Freelance / Contract: $3,600Freelance / Contract$3,600Housing: $4,200Housing$4,200Insurance: $1,330Insurance$1,330Food & Dining: $815Food & Dining$815Bills & Utilities: $658Bills & Utilities$658Shopping: $425Shopping$425Travel: $280Travel$280Other Expenses: $235Other Expenses$235Entertainment: $228Entertainment$228Health & Medical: $185Health & Medical$185Surplus: $14,644Surplus$14,644Income: $23,000Income$23,000Essentials: $4,858Essentials$4,858Lifestyle: $1,748Lifestyle$1,748Other: $1,750Other$1,750Surplus: $14,644Surplus$14,644
Pricing

Start free. Upgrade when you're ready.

No credit card to start. Cancel any time.

Free
$0forever
  • Financial Health Score
  • Account linking · up to 5 accounts
  • Basic insights from Ellie
  • Monthly cash-flow summary
Start Free
Pro
Most loved
$99/ year
  • Full Gap Analysis
  • Tax Optimization (all shelters)
  • Smart Alerts & deadlines
  • Unlimited plans with Ellie
  • Unlimited linked accounts
Go Pro
Pro + Advisor
$299/ year
  • Everything in Pro
  • Licensed advisor reviews
  • Quarterly portfolio check-in
  • White-glove onboarding
Talk to a Human
30-day money-back guarantee · SOC 2 Type II · 256-bit Encryption · Read-only connections

Your financial picture,
finally clear.

Get Your Free Financial Health Score
Takes 60 seconds · No credit card · Read-only access