Become your audience’s money manager.

Financial Assistant lets financial creators replace static downloads and one-off tools with an ongoing, branded money manager—inside Google Sheets, where their audience already works.

Become a partner

Platform

A platform your audience actually comes back to (not a static file or a generic chatbot)

Most creators sell great content—but struggle to keep audiences engaged once the download is over. Financial Assistant gives you a system that lives with your audience, not a file they forget.

AI = the relationship layer

A stateful, data-aware conversational interface that speaks in your voice, responds to change, and guides decisions from real financial data.

Google Sheets = where the money lives

The trusted system of record. Bank data flows in automatically, and your existing templates become living systems—not one-time downloads your audience abandons after week one.

Financial Assistant = the system

Holds it all together—where your audience returns, and where templates become living money management systems.

Built for creators

Why build your business on Financial Assistant?

If you’ve ever sold a template, course, or framework and watched engagement drop, Financial Assistant is built for you.

Stay present between posts

Give your audience a place to return weekly—with guidance that adapts as their spending, income, and life changes.

Turn templates into systems

Bring your existing templates. Financial Assistant turns them into bank-connected systems with workflows and an AI front door—so your audience actually uses what you built.

Reduce 1:1 support load

Your money manager answers the repeat questions, flags changes, and keeps users moving—without you being in the inbox.

How it works

Creator → audience flow

1) You launch your money manager

Share a single link to your audience’s money home—your branded money manager, backed by Sheets.

2) Their money organizes itself

They connect accounts, and daily updates keep the Sheet current with minimal manual upkeep.

3) Your AI runs the loop

Weekly focus + alerts when behavior changes + contextual recommendations—so users don’t reset or start over.

Retention

The engagement loop templates can’t do

Templates track. Financial Assistant manages.

Weekly focus

A simple “what matters this week” prompt that keeps momentum without creator effort.

Change detection

Nudges when spending patterns shift, bills spike, or goals drift—based on what’s happening in their accounts.

Guidance in your voice

Decisions, next steps, and context—delivered as your branded money manager, not a generic app.

Creator control

Build on top of your system (without rebuilding everything)

Custom flows

Guided steps you define—onboarding, monthly planning, debt payoff, savings builds, and more.

Custom triggers

Deliver the right education or offer at the right moment—based on changes in their financial behavior.

Your business layer

Add services, education, and programs on top—Financial Assistant stays the core system your audience runs on.

Partner program

Launch with us

We’re looking for creators who want to turn templates, frameworks, or coaching into a platform—an audience money manager that runs without you being on 24/7.

PennyFinancialPlanner is direct-to-consumer proof of the system. Financial Assistant is the creator platform that lets you deploy it at scale.

Become a partner