AI financial advisor

Your AI financial advisor,
connected to your real bank data

Guardian AI knows your accounts, predicts your cash flow, coaches you on every decision, and answers any question about your money.

No budgets. No spreadsheets. Just an advisor who knows your numbers.

AI coaching from your real dataPredicts cash crunches days aheadAnswers any question about your money

A week with Shelter

Real messages Shelter sends — forecasts, action items, and savings it finds for you.

Monday, 7:12am

Your 30-day forecast: $2,340 in, $2,180 out. You have $160 of room and rent is covered.

Tuesday, 6:48pm

Ask Shelter: "What's my cash position after rent hits Friday?"

Wednesday, 8:05am

Debt plan update: paying the Target card next saves $312 in interest over 14 months. Ready to start?

Thursday, 9:00am

Payday deposits tomorrow. Electric bill ($89) due Friday — queued in your action list.

Friday, 10:30am

Found: your utility provider offers a $50/month discount based on household size. Here's the link.

Saturday, 2:22pm

Hulu hasn't been used in 4 months ($23/mo). That's $276/year. Cancel link below if you want it.

Your financial forecast, at a glance

Shelter projects your cash flow forward — upcoming bills, income, and exactly how much runway you have. Updated every time your accounts change.

Good morning
Sarah
Runway
24 days
$156 available after upcoming bills
!
Today's action
Pay electric bill ($89) before Friday
Savings found
Hulu unused 4 months — $276/yr
Home
30-day forecast
Debt payoff paths
Bill-aware spending
Telegram Integration

Your finances, in the chat app you already use

Forecasts, alerts, and answers — delivered to Telegram. Ask anything about your money in plain English and get an answer with your real numbers in seconds.

9:41
Shelter Guardian
bot
Today
What does my cash flow look like through the end of the month?
After rent ($1,200 on the 1st) and your electric bill ($89 Friday), you'll have $847 left with 12 days of runway. You're in good shape.
/debt
Debt snapshot: $4,210 across 3 accounts. Paying the Target card first (avalanche) saves $312 in interest. Minimum due this month: $187 across all cards.
/plan
Today's best move
/safe
Runway + spending
/debt
Debt summary
/snowball
Payoff plan
Message...

Ask in plain English

Text "What's my balance after bills this week?" and get an answer with your real numbers. No jargon, no commands required.

Real numbers, not estimates

Every answer uses your actual account balances, upcoming bills, and income schedule. Not rules of thumb.

Proactive, not reactive

Shelter sends you a heads-up days before a bill hits or your balance dips. You don't have to remember to check.

No app to open

Get your forecast, ask questions, and act on alerts — all without leaving Telegram. One less app to think about.

Quick commands
/plan- Today's best move
/safe- Runway + spending
/debt- Debt summary
/snowball- Payoff plan

Or just type naturally - "Can I afford pizza tonight?" works too.

Included with every account. Because if it's not in your pocket, it doesn't exist.

73% of alerts arrive 2+ days before a bill or shortfall hits

What Shelter actually does

Your bank shows the past. Shelter's AI advisor forecasts the future, finds hidden savings, and coaches you with real math.

30-day cash flow forecast

Shelter projects your balance forward day by day — factoring in bills, income, and spending patterns. You always know exactly where you stand.

Alerts with lead time

When Shelter spots a shortfall coming, it alerts you days in advance with a specific action to avoid it. Not a notification to worry about — a step to take.

Structured debt payoff

Choose Snowball or Avalanche and Shelter builds a month-by-month payoff calendar. Tracks progress, adjusts for income changes, shows exactly how much interest you save.

Every bill, mapped

All your recurring bills and income in one timeline. See what's due, when it hits, and whether you can cover it — before it lands.

Unused subscription detection

Shelter flags subscriptions you haven't used recently and shows the annual cost. One tap to get the cancel link.

Savings matched to you

Based on your actual spending and income, Shelter matches you to tax credits, assistance programs, and cheaper alternatives you specifically qualify for.

No budget tracking. No manual entry. Shelter does the math.

Insights

Money you're already owed

Shelter continuously scans your spending and income to match you with credits, discounts, and programs. Not generic suggestions — specific matches based on your actual finances.

Earned Income Tax Credit
Up to $1,200
Energy discount found
Based on your electric bill
98% match
$50/month savings
$600/year back in your pocket
Energy discounts3Tax credits2Subscription savings4Program eligibility1

Scans your spending

Shelter analyzes where your money goes and matches you to savings you're missing. Credits, discounts, cheaper plans — hiding in plain sight.

Real dollars back

Tax credits, cheaper alternatives, income-based programs. Not tips — actual money you're leaving on the table right now.

Always looking

New matches surface automatically as your spending changes. No manual search. No forms. It just works.

Runs automatically. You don't search for savings. Shelter finds them and tells you.

Average user finds $840/year in hidden savings they didn't know existed

Built on trusted infrastructure

We are bootstrapped, but the foundation is serious. Shelter uses best-in-class partners for identity and bank connections.

Secure authentication

Sign-in is handled by Clerk, a trusted authentication provider.

Read-only bank connections

Bank connections are powered by Plaid. We never see or store your bank credentials.

Transparent policies

Clear, readable policies so you always know how your data is used.

Read our Privacy Policy and Terms.

Notes from early users

What early users say about Shelter.

I used to check my bank balance and guess. Now I know exactly what my next two weeks look like before Monday morning.

Maya

Nurse, two kids

Irregular income used to mean constant stress about bills. Shelter forecasts around my actual pay schedule. Game changer.

Jordan

Freelance designer

The debt payoff plan showed me I'd be free of credit card debt in 11 months. Seeing the actual timeline made it real.

Alex

Graduate student

It found an energy discount I'd been eligible for two years. That alone pays for the subscription three times over.

Sam

Small business owner

Simple pricing

One plan. Everything included.

One plan. Everything included. Cancel anytime.

Shelter Pro

Cash flow forecasting + AI financial assistant

$9.99/month

Or $79/year (save $39)

Get started

Card required. Cancel anytime.

  • Daily cash flow summary & runway
  • Unlimited bank connections
  • Proactive bill & shortfall alerts
  • Unlimited Shelter AI chat
  • Debt payoff plan
  • Telegram integration
  • Daily action items & next steps
  • Weekly progress tracking
  • Autopilot mode
  • Export your data
  • Cancel anytime

Average user finds $840/year in savings.

The subscription pays for itself in the first month.

Questions? We get it

Everything you might be wondering about, answered honestly.