AI Insights · Kapi · early preview
Intelligence that will read your whole balance sheet
Kapi is Assely's assistant, currently in early preview: the panel is in the product today, and the engine behind it is still being built. Once live, it will read every connected account (banks, brokerages, alternatives) and answer in plain language, with every recommendation citing the numbers behind it.
2,500+
Connected institutions
9
Asset classes tracked
Real-time
Price data
100%
Read-only access
Real-time
Market prices, live today
Watch · Signals · in development
Signals, not noise
Duplicate charges, spending drifting above your own baseline, subscriptions renewing unused: this is the signal feed we are building. Every flag will carry the figures behind it, so nothing asks for your attention without evidence.
Signals are part of the Kapi preview and roll out during early access. The data they will read is already flowing today: synced transactions and balances from your banks, and live market prices for your investments.
Plan · Goal feasibility
Feasibility, scored before you commit
Pick a goal and a monthly contribution, and the simulator scores how feasible that plan is and projects a completion date for it. Scores update as you change the plan, so you can compare options before you commit.
The what-if simulator answers the questions that matter: what a higher or lower monthly contribution does to your target date, and what a tax refund or new side income could unlock.
100%
Read-only, never moves money
Automate · Rules · preview
Categorization you can read
Transactions arrive pre-categorized from your banks. On top of that you can write your own rules today: readable conditions on merchant or description that assign the category you choose. Automatic application to incoming transactions arrives as the rules engine comes online during early access.
Every rule is a readable condition you can inspect, edit, or delete. No black box deciding where your money went.
One precise picture. Yours is waiting.
Connect your accounts in minutes and replace the spreadsheet.