In-depth cash flow summaries
Connect via Basiq and see income, bills, and lifestyle spending come alive in plain language your family can follow.
Your AI personal finance assistant.
Because money should feel like a conversation, not a calculation.
Weekly cashflow insights
Persona-specific assistants
Secure Basiq connections
Everything you need to be the master of your finances
Let PersonaFi automatically summarize your financial position & provide insights on how to optimize cash flow.
Budgets tuned to your tone
Let PersonaFi automatically generate a budget based off your financial objectives.
Nudges with context
PersonaFi translates raw transactions into personal insights so you instantly know what deserves a high-five and what needs attention.
Comparative subsets
See how your income and spending compares to other households within your age bracket.
Select your persona
Choose from multiple personal finance assistants, each with their own personality and humour.
Plan what’s next
Peek into the next 12 months of cash flow and savings so you can say yes to life moments with confidence.
🤝Built with community voices
Guidance that respects your background
We co-designed PersonaFi with Australians from a wide mix of cultures and family structures, so every insight feels like it came from someone who understands you.
- Invite the persona that motivates you — from straight-talking to celebratory.
- Choose audio, text, or bilingual summaries for how your household listens.
- Stay in charge with transparent data controls and easy opt-outs.
“PersonaFi finally sounds like someone from my family cheering us on.”
Adaptive tone profiles
Audio playback for on-the-go coaching
Instant explanations for spending spikes
Celebrations that reinforce good habits
Join the households giving money conversations heart.
Reserve your place on the PersonaFi waitlist and help us shape the most culturally aware money companion in Australia.