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Beanstalk: The Budgeting & Financial Management App
A white-labeled personal finance, portfolio, and estate management platform where financial clarity, stewardship, and intelligent decision-making converge.
The Problem: Financial Management Complexity
1
Disconnected Financial Ecosystem
Today's financial professionals struggle with fragmented client data across multiple platforms, creating inefficiencies and increasing the risk of missed opportunities.
2
Manual Document Workflows
Valuable time is wasted on repetitive tasks like document collection, organization, and manual data entry—reducing capacity for strategic advisory work.
3
Limited Portfolio Visibility
Without comprehensive views across all client holdings, it's challenging to optimize tax strategies, identify investment opportunities, or provide holistic wealth management.
4
Complex Estate Management
Managing long-term estate planning alongside daily financial operations creates administrative burdens and compliance risks for advisors and their clients.
Solutions for Every Financial Challenge
Specialized Financial Tools
Family Wealth Integration
Centralized dashboards for seamless oversight of diverse wealth streams, ensuring a complete financial picture.
Property Performance Tracking
Automated analytics for rent collection and property performance, optimizing real estate investments with ease.
Startup CFO Visibility
Predictive tools for cash runway and spending anomaly detection, empowering strategic financial decisions for startups.
Each solution is custom-built to address your specific pain points, integrating seamlessly with existing systems. No more cobbling together disparate spreadsheets or software.
Turn Messy Financial Workflows Into Measurable, Automated Systems
1
Describe Pain Points
Beanstalk helps you articulate your financial challenges and needs in clear, concise language.
2
Architect Specs
Our Financial Spec Architect transforms your ideas and pain points into actionable development specifications.
3
Automate & Develop
Our expert team refines these specs, enabling rapid development and automation of your financial processes.
How Beanstalk Works: From Frustration to Automation
Describe Your Use Case
Tell us your financial workflow challenges in plain English—no technical jargon required. Our system understands what you're trying to accomplish, even if you can't articulate the exact solution.
Get a Clear Spec Draft
Our SpecGen Assistant transforms your description into a detailed technical specification document, complete with workflow diagrams, data mappings, and integration points.
Build Your System
Our team helps implement your specification, connecting to your existing tools through our powerful integration framework and creating custom automations where needed.
Key Capabilities & Development Roadmap
Phase 1: Budget Planner
Comprehensive expense tracking and budgeting tools with customizable categories and reporting.
Phase 2: Account Connection
Plaid integration enabling secure connection to 12,000+ financial institutions with real-time data synchronization.
Phase 3: Financial Intelligence
Cash flow optimization, automated financial statement generation, and tax-ready reporting functionality.
Phase 4: AI Agents & Automation
Deployment of specialized AI agents for financial planning, estate administration, strategy modeling, and compliance management.
Ready to Automate Your Financial Workflows?
Start With Your Use Case
Simply describe the financial process you want to improve. Our SpecGen Assistant will handle the technical details, transforming your description into a workable automation specification. No technical expertise required—just explain your pain points and desired outcomes in plain English.
Partner Benefits
Product Influence
Early partners gain direct input on feature prioritization and roadmap development, ensuring the platform addresses your specific needs.
White-Label Solution
Co-branded platform enhances client retention and positions your firm as an innovative technology leader in financial management.
Revenue Opportunities
First access to AI agent integrations creates potential for new service offerings and revenue participation models.

Want influence over features, and preferential licensing terms?
Schedule a consultation to learn how Beanstalk can transform your client offerings.
What Our Clients Are Saying
"Beanstalk transformed our quarterly reporting process from a two-week nightmare into an automated system that delivers results in hours. The ROI was immediate and substantial."
— CFO, Mid-Market Private Equity Firm
"As a CPA firm handling hundreds of clients, the data automation capabilities have reduced our prep time by 65%. More importantly, we've eliminated nearly all data entry errors."
— Managing Partner, Regional Accounting Practice
Trusted Data Providers
Beanstalk seamlessly integrates with a vast network of leading financial data providers, including major banks, investment platforms, and payroll systems. This ensures all your client's financial information is accurately captured and continuously updated in one secure, centralized hub.
Our commitment to trusted data means you can rely on the most current and comprehensive insights for strategic decision-making, reducing manual data entry and enhancing overall data integrity.