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Beanstalk: Smart Financial Management for Every Need
Beanstalk consolidates all your financial accounts into a single smart dashboard, providing real-time visualization of income, spending, debts, and net worth through powerful AI-powered tools.
Personal & Family Finance Solution
Smart Dashboard
Consolidates all family financial accounts (checking, savings, credit cards, loans, investments) into a single view using Plaid integration.
Financial Calendar
Track bills, income, events, and taxes in a continuous calendar interface that keeps your family organized.
AI Insights
Receive alerts about spending patterns, forgotten subscriptions, and opportunities to save money across your accounts.
Real-Life Impact: A family of five saved over $6,000/year by identifying overlapping insurance policies, canceling unused subscriptions, and switching to a more favorable mortgage plan—all prompted by Beanstalk insights.
Accountants & CPAs Solution
Client Data Challenges
Accountants lose valuable time collecting documents from clients, organizing inconsistent data, and preparing reports manually.
Beanstalk aggregates real estate ownership, investment accounts, debt, and bank accounts via Plaid, visualizing asset performance and liability status for comprehensive client management.
AI agents help prepare real estate cost segregation schedules, monthly/quarterly reports, and year-end P&L summaries while sending timely reminders for document uploads and tax deadlines.
Private Equity & Venture Firms Solution
Portfolio Monitoring
Each portfolio company connects financials, liabilities, and transaction streams to a centralized dashboard, providing visual snapshots of burn rate, revenue streams, and debt levels.
Automated Alerts
Receive notifications for missed loan payments or cash flow thresholds, with monthly auto-generated performance summaries and red flag reports.
Ideal for PE funds with early-stage or cashflow-sensitive portfolio companies needing operational visibility and integration with board and investor reporting tools.
Multi-Family Office & RIA Firm Solution
Unified Family Finance
Plaid integration brings in accounts, investments, debts, and recurring transactions with custom dashboards by family member or entity.
Event-Based Calendar
Track estate planning deadlines, distribution schedules, and education or healthcare obligations in one place.
AI-Generated Reports
Generate family financial summaries and scenario modeling for gifting, taxes, or liquidity events.
Perfect for RIA or estate law firms looking to offer tech-enabled, white-labeled tools to high-net-worth families seeking continuity in their financial management.
Real Estate Investor Solution
Asset Performance Tracking
Imports mortgage, HELOC, and property performance data to track rent payments vs. mortgage obligations, loan maturity, fixed/variable rate changes, and escrow balances.
AI agents flag opportunities to refinance, properties underperforming compared to neighborhood trends, and missing rent payments.
Ideal for mid-size property management firms or real estate investor associations seeking to optimize their portfolio performance.
Startup CFOs & Fractional CFO Solution
Account Centralization
All accounts centralized for quick review and reconciliation, tracking inflows/outflows and recurring transactions like Stripe payouts and SaaS subscriptions.
AI-Generated Reports
Generate cash burn reports, recurring cost trend alerts, and month-end checklist status automatically.
Smart Notifications
Send Slack/email reminders to team or finance admin for critical financial tasks and deadlines.
Perfect for CFO-as-a-Service agencies working with startups or growth-stage companies needing streamlined financial oversight.
Future-Facing Capabilities
Coming Soon to Beanstalk
  • Gen AI Agents: Trigger financial statement prep, forecast modeling, or alerts based on user-defined rules
  • Secure Messaging & Collaboration: Notify clients about anomalies and request clarifications
  • Regulatory & Tax Filing Assistants: Generate preliminary compliance documents with human review
  • Digital Asset Storage & Library: Secure storage for digital assets and family keepsakes