Twelve agents, one feed
Spending, portfolio, market, budgets, debt, taxes, and more — analyzed in parallel, then ranked so you see what matters first.
AI finance & investment copilot
Your spending and investing,
finally on the same page.
Twelve AI agents analyze your full financial life in parallel and surface the few things that actually need your attention — in one prioritized feed.
You confirm every trade · bank links secured by Plaid · always in your control
Your bank app and your brokerage don’t talk to each other.
The connection between how you spend and how you invest
is something no product surfaces.
Agence does.
What you get
One copilot for your whole financial life
Cross-domain signals
The connection between how you spend and how you invest — surfaced. You shop there every week; do you own it?
Automated trade signals
Rule-based strategies flag trades on your account, paper or live — you confirm before anything executes. A one-tap kill switch stops everything, instantly.
AI on call
Chat with cross-session memory that already knows your accounts, goals, and automations.
Budgets & goals
Set budgets, track savings goals, and get alerted before you overspend — not after.
Built for your household
A shared dashboard with combined goals and contribution tracking — see your finances together, with a partner or the whole household, without merging everything.
Why it's different
Built around the gap everyone else left open.
Most tools give you a slice of your finances and a dashboard to interpret. Agence runs twelve specialized agents across your full picture — simultaneously — and synthesizes the output into the few things that actually need your attention.
Parallel, not sequential
All twelve agents run simultaneously. By the time you open the app, the analysis across spending, investing, budgets, and risk is already done.
Spending and investing, together
Signals that only emerge at the intersection — like holding stock in a brand you spend heavily at — don't surface when the two are analyzed separately.
A ranked feed, not more numbers
You don't need a bigger dashboard. You need to know what's urgent and what can wait. One prioritized list; the most important insight at the top.
Memory across sessions
The AI already knows your accounts, goals, and automations. Every conversation continues with your full financial picture in context — nothing re-explained from scratch.
How it works
Connect, analyze, act
01
Connect
Link your bank through Plaid, and optionally a paper brokerage account.
02
Analyze
Agents run in parallel across your full financial picture; an LLM judge synthesizes and ranks the output.
03
Act
Read one prioritized feed, set goals and budgets, or let autopilot trade on paper — with you in control.
Pricing
Try Plus free for 7 days. Upgrade when you're ready for the full picture.
Free
$0
Banking insights to start
- Bank connection + expenses
- Banking AI insights
- 10 AI chat messages/day
- Connect your brokerage — manual trading
Plus
$12/mo
The full intelligence layer
- All 12 AI agents · 3 refreshes/day
- 30 AI chat messages/day
- Trading automations + paper autopilot
- Multiple accounts + household
Built carefully
Designed to keep you in control
You confirm every trade
Autopilot flags a trade and waits for your approval — nothing executes automatically, whether your account is paper or live.
You stay in control
A global kill switch halts every automation in one tap.
Security you can name
Bank links go through Plaid — your credentials never touch Agence. Encrypted at rest (AES-256-GCM), 2FA, and TLS in transit.
Your data isn’t sold
Connections power your insights — nothing more.
From the blog
Budgeting and investing, read together
The Best Budgeting Apps That Also Track Your Investments
What to actually look for in a budgeting app that sees your brokerage account too.
Spending Habits vs. Portfolio Risk
Your spending and your portfolio look like separate risk profiles. They’re not.
How to Build a Budget That Accounts for Your Investments
A budget that treats investing as part of the plan, not an afterthought.
See your whole financial picture.
Free to start. No card required.