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Maxint

verifiedFreemiumMCPmaxint.com

Maxint is a personal-finance 'operating system' with an AI CFO that unifies net worth, budgeting, investing and invoicing.

What it does

Maxint is a personal-finance platform positioned as a financial operating system with an AI 'CFO.' It aggregates banks, brokerages, crypto, and real estate into one net-worth view, and adds budgeting, portfolio building with rebalancing, double-entry accounting, invoicing, and document OCR. Its Finsight AI assistant answers financial questions and interprets a user's data, with an MCP server for connecting local LLMs.

Core features

Unified net-worth dashboard across accounts
Finsight AI financial analyst
Portfolio builder with rebalancing and tax-loss harvesting
Budgeting and personal-inflation tracking
Invoicing and double-entry accounting
Document OCR and MCP server integration

Best for

Tracking total net worth in one place
Budgeting and reducing debt
Managing investments and taxes
Invoicing and accounting for small businesses

Pricing

Essential
$0
Intelligence
$12.99/mo
Maxint OS
$24.99/mo