Four steps to financial clarity.

Kanso meets you where you are and grows with you.

1

Start a conversation

Ask any financial question in plain English — investing, budgeting, spending, retirement, debt. Kanso responds with clear guidance, interactive charts, and risk analysis powered by 30+ purpose-built financial tools.

Not a generic chatbot. Every tool is designed for financial decisions.

2

Share your context

Tell Kanso about your goals, risk tolerance, timeline, and current situation. It remembers everything, so every answer reflects your full picture — not generic advice.

Set up once. Every answer gets smarter from there.

3

Connect your accounts

Link bank accounts and credit cards through Plaid. Connect brokerages like Fidelity, Schwab, and Robinhood through SnapTrade. Transactions, holdings, subscriptions, and balances sync automatically — your credentials never touch our servers.

Can't connect an account? Upload a PDF, CSV, or screenshot instead.

4

Get proactive insights

Kanso doesn't wait for you to ask. Subscription price hikes, spending spikes, broken connections, and goal milestones surface automatically on your dashboard.

Your financial co-pilot is always on.