™A wingman, not another spreadsheet.
Ask a question. Make a plan. Take action. Your AI advisor knows your financial picture and helps you move forward.
- Natural conversation, in-app or via SMS
- Personalized advisors with instant undo
A LITTLE LESS STRESS. A LOT MORE LIFE.
Vela Money.Your money wingman.
Manage money across multiple budgets —
business, personal, joint, investments — with permission-based access and AI agent assist.
Your money stays yours Built around your life
A little heads-up from Maia
That trip you’ve been dreaming about? It’s closer than you think.
Your financial world.
Finally, connected.
CLARITY STARTS HERE
Less guessing. More “I’ve got this.”
One calm place for your money, your plans, and your next move.
Know what’s safe to spend today — and what’s possible tomorrow.
Personal Budget
October 2026
A clear picture of where you stand.
Oct
YOUR MONEY, TODAY
On trackYou're in a good place.
Your bills are covered. Your goals are on track.
$61.33 safe to spend today
$1,840 left this month30 days to go
Maia's looking out for you
You're spending less on dining out. Put that extra $120 toward your travel fund?
Budgeted$4,200
Spent$2,360
Remaining$1,840
A clearer today. A more confident tomorrow.
BUILT FOR YOUR REAL LIFEA lot of capability.
A lot of capability.
A little more peace of mind.
All the pieces of your financial life, working together.
See the road ahead.
Look beyond the last transaction. See your next 12 months and explore life’s what-ifs before you make your move.
- 12-month cash flow forecasting
- Interactive scenarios and smart suggestions
Less busywork. More living.
Bring your accounts together and let Vela learn your habits. Your transactions, organized without the daily admin.
- Bank connections powered by Plaid
- CSV imports and Google Sheets sync
Every part of life. Its own space.
Personal plans. Shared goals. Business ambitions. Keep them separate, or see the whole picture together.
- Independent, customizable budgets
- Partner collaboration with clear permissions
The bigger picture, in focus.
Connect today’s decisions to tomorrow’s possibilities. Understand your net worth and watch your long-term goals grow.
- Accounts, investments, and debt in one view
- Compound growth and horizon projections
Nothing slips through the cracks.
Keep financial documents in the Vela Vault. Stay ahead of renewals, expiring promotions, and creeping bills.
- AI-powered document extraction
- Proactive renewal and rate-change reminders
PERSONAL · JOINT · BUSINESSEvery part of your money.
Every part of your money.
Its own space. Its own rules.
Run your personal budget, your joint accounts, and your business side by side — with AI oversight on everything going on. Then invite the people you trust and give them exactly the access they need, and no more.
- Personal, joint, and business budgets under one login
- AI watches every account for what needs your attention
- Invited members get view, edit, or no access — your call
YOUR SPACES
One login. Every part of your money, each in its own space.
Personal space
AI oversight onYour own money, your own plans.
Everyday checkingTravel savingsVisa Signature
PEOPLE INVITED · PICK WHAT EACH ONE CAN DO
JDJamie DavisYou · owner
MMaiaYour Vela advisor
What Vela keeps an eye on
- Every transaction, the moment it lands
- Subscriptions that creep or renew
- Savings pace against your goals
Nobody else sees this space unless you invite them.
YOUR MONEY. YOUR KIND OF COMPANY.Good with numbers.
Good with numbers.
Even better with you.
Not a chatbot that starts from scratch. A companion that understands your money and helps you do something about it — in the app or over a text.
Pick your companion. Make them your own.MaiaYour money wingman
Your plans. Your numbers. A real answer.
A conversation with Maia
MEET VELA WHERE YOU ALREADY AREYour agent works inside
Your agent works inside
your favorite agents.
Connect Vela to Claude, ChatGPT, or any other agent you already use. Ask about your money in the place you already work — Vela answers with your numbers, your plans, and your permissions.
- The Vela agent works inside Claude, ChatGPT, and more
- Bring your own model or your own agent
- Your permissions travel with every answer
Claude Connected to Vela · Anthropic
LinkedIn this sample budget, yes. Your Business space has $1,200 free this month and payroll is covered through the 28th — you’d end the month with $310 to spare. Want me to log it against the equipment budget?
Yes — and show me the runway after.
WHAT YOUR AGENT CAN REACH
PersonalJointBusinessYour plansYour vault
Sample conversation · Your permissions travel with the connection. Nothing moves without you.
TRUST ISN’T AN EXTRA
Personal finance. Kept personal.
Because peace of mind starts with knowing your information stays yours.
Protected access
Two-factor verification for sign-ins and sensitive actions.
No selling your data
Your financial life isn’t a product for advertisers.
You choose who sees what
Clear permissions for every person in a shared space.
Connected on your terms
Open-standard integrations, with you in control.
Make room for what’s next.
Less time worrying about money. More time living your life.