MyFinAI governs all 10 stages of your business's money —capture, categorise, reconcile, collect, pay, payroll, tax, forecast, watch, decide— with a constellation of AI agents. Aligned for the owner. Aligned for the books.
QuickBooks here. An Excel there. The bookkeeper once a month. The payroll app on the side. The tax preparer in March. Every piece charges, nobody owns the outcome. You are the glue — by hand, at night.
Money stops being a month-end puzzle and becomes a continuous flow. Each agent knows the previous one's context. Nothing falls through the cracks.
MyFinAI · one platform, from invoice to close to taxEach stage has its AI agent. Each agent serves two truths at once: what the owner needs to decide, and what the books need to record. Tap a stage —or play the whole cycle.
QuickBooks has reports. MyFinAI orchestrates twelve specialized agents.
Hover or tap an agent to see its standard Lopettia (LAF) spec.
The owner sees cash, margin and runway. The employee sees their pay, their deductions and their stub — clearly. Same books, aligned incentives.
| Transaction | Category | Agent | Amount | Status |
|---|---|---|---|---|
| Card settlement · Fri TXN-4650 | Sales Revenue | Libro | $4,650 | RECONCILED |
| Catering · Hotel Condado TXN-1450 | Catering Revenue | Libro | $1,450 | POSTED |
| Café Yaucono Supply TXN-0620 | COGS | Libro | −$620 | RECONCILED |
| Rent · June TXN-2800 | Rent | Mecenas | −$2,800 | POSTED |
| POS 4821 · unknown merchant TXN-0089 | Uncategorised | Guardián | −$89 | FLAGGED |
What comes in, what goes out, what you owe the tax authority and each vendor. MyFinAI posts every movement as balanced double-entry and shows margin and runway live — not at a quarterly close.
Two separate ledgers —never commingled— but one identity. Felipe logs in once and switches between Café La Aurora and Hogar Marrero. The same 12 agents relabel for the family; RLS keeps every dollar in its place.
| Transaction | Category | Agent | Amount | Status |
|---|---|---|---|---|
| Paycheck · Felipe HH-2150 | Salary | Salario | +$2,150 | POSTED |
| Mortgage · Banco Popular HH-1480 | Housing | Mecenas | −$1,480 | POSTED |
| Econo · groceries HH-0214 | Food | Libro | −$214 | RECONCILED |
| Mesada · Sofía HH-0120 | Allowance | Mecenas | −$120 | POSTED |
| Netflix · 2nd charge HH-0016 | Leisure | Guardián | −$15.99 | FLAGGED |
| Agent | In the business | At home |
|---|---|---|
| Salario | payroll to employees | income & paychecks coming in |
| Mecenas | accounts payable | mortgage, utilities, subscriptions |
| Fisco | sales tax / 941 | personal tax return |
| Caudal | cash runway | will we make it to payday? · goals |
| Guardián | vendor fraud | card fraud + zombie subscriptions |
| Norte | monthly margin | how much on groceries? + home health |
The Lopettia way to run money: AI that empowers your team, gives the employee clarity and the owner total control of the cycle — from receipt to close.