Your financial life,made simple.All of it, automatically.
Accounts, spending, investments, and a retirement forecast that updates itself every day. The budgeting app and the planning tool, in one subscription.
No sign-up for the demo. It takes about two minutes.
The architecture a financial planner uses. Automated.
Promi builds a model of your household from your age, income, ZIP code, and family: Census and BLS spending surveys, federal tax brackets, ZIP-level cost of living. Your real bank activity then verifies the model, continuously.
A CFP runs this same loop in a quarterly check-in and charges about $3,000 a year for it. Promi runs it every day for $140.
Peer Benchmark
30sDual income1 childHomeownerYour net worth is 2.2× your peer group.
Figures from a realistic sample household. Promi places you against your cohort on day one, before a single transaction syncs.
The same model prices your budget.
Every category arrives with a guide value drawn from your local cost of living and what households like yours actually spend, before you set a single number.
March 2026
| Your plan | Actual | Difference | ||
|---|---|---|---|---|
| Category | Guide | Budget | Spent so far | Remaining |
| Monthly Income | $8,400 | $1,200 unallocated | ||
| $5,300 | $4,150 | $2,588 | $1,562 | |
| $3,000 | $2,600 | $2,230 | $370 | |
| Mortgage | $2,160 | $2,160 | $2,159 | $1 |
| Home Improvement | — | — | $71 | |
| HOA Fees | $150 | $150 | ||
| Maintenance & Repairs | $300 | $300 | ||
| $500 | $400 | $147 | $253 | |
| Groceries | $1,000 | $800 | $169 | $631 |
| Transportation | $800 | $350 | $42 | $308 |
| $650 | $550 | $331 | $219 | |
| Dining Out | $450 | $400 | $273 | $127 |
| Entertainment | $200 | $150 | $58 | $92 |
| $1,800 | $2,500 | $2,500 | $0 | |
| Retirement Contributions | $1,500 | $2,000 | $2,000 | $0 |
| Emergency Fund | $300 | $500 | $500 | $0 |
| Total | $7,750 | $7,200 | $5,419 | $1,781 |
the real product components · figures from a realistic sample household
The same math a planner runs.
Promi's retirement engine is the depth you'd pay a fee-based planner for. This is the actual forecast card, running live. Toggle the models.
What you own, and how it's doing.
Promi reads the positions inside your 401(k)s, IRAs, and brokerage accounts.
Stop stacking finance apps.
Tracking, budgeting, investments, peer comparison and retirement modeling in one app. The tools you would otherwise run split that job in half, and the halves never see each other's data.
The rest of the toolkit.
Each of these runs at the same depth as the sections above. The features page walks every one.
See it for yourself.
The demo is the full app on a realistic household: peer comparison, budgets, FIRE projections, investments. No sign-up.
Read-only bank connections through Plaid, across 12,000+ institutions. We never move your money.