For coaches
Scale your guidance without losing your voice.
Financial Assistant turns your coaching method into a branded money manager inside Google Sheets™—so clients get ongoing guidance between sessions and you stop answering the same questions on repeat.
Make your method the default system
Instead of a PDF + spreadsheets + check-ins + DMs, your audience gets one place to manage money—with your branded guidance built in.
Your voice, at scale
A stateful, data-aware conversational interface that guides decisions in your tone and philosophy.
Sheets as the system of record
Money lives in Google Sheets™—familiar, usable, and easy to extend with your workflows.
Ongoing engagement
Weekly focus + alerts when behavior changes—so clients return without you chasing them.
What you bring
A repeatable method
Your steps, prompts, and outcomes—what you’d do in a great session, made into a guided flow.
A workflow (optional)
If you have a template already, we build on it. If not, we help translate your method into a sheet workflow.
Your offer
Package it as a plan fee + subscription, or bundle into your existing coaching program.