My CFO Silvia
Actively maintained
≈ 10.3kvisits/mo
Emerging · estimate, read Oct 20, 2026
- For
- Individual investors tracking personal assets, liabilities, and cash flow across their accounts
- Activity
- Actively maintainedsite updated today
- Company
- Silvia, Inc. · Domain since 2025privacy policy · domain registered
- Used for
- connect bank accounts to track assets and liabilities
- ask questions about cash flow and investment holdings
- run financial calculations before making decisions
- Used more than 92% of the 846 tools on its shelfINITE Atlas →
- Publishes llms.txt, a file written for AI assistantscfosilvia.com ↗
- Launched on Product Hunt on Apr 22, 2025Product Hunt ↗
- Run bySilvia, Inc.privacy policy ↗
- Trains on your dataNoprivacy policy ↗
- Certifications they stateSOC 2 Type II · GDPR · CCPAsecurity page ↗
“We use this information only to provide Silvia's responses in that conversation. [We do not use messages from participants who are not Silvia users to train AI models, create Anonymized Data, or build Silvia memory about them.] If you are not a Silvia user and want information about you deleted, contact privacy@cfosilvia.com.”
privacy policy ↗
These are My CFO Silvia's own statements, read from its pages. We did not audit them. A line that is missing was not found on the pages we read; it does not mean the practice is absent.
Figure and bar: visits/mo, estimate · year: online since
- #1
Treasury
Tracks spending, investments, and net worth across accounts; answers financial questions with personalized advice.
539ActiveFrom $12.99/mo - #2
Sumyfi
Aggregates bank accounts, credit cards, and investments into one dashboard; answers questions about spending and cash flow.
200ActiveFrom $7.99/mo - #3
Pulse
Aggregates financial accounts and provides daily insights on net worth, portfolio, and progress toward goals.
26Active - #4
Richify
AI agent team that tracks assets, liabilities, and provides personalized financial education and planning.
13.5kActiveFrom $9.99/mo2025 - #5
BankBridgeMCP · sign-in
Lets AI agents read your live bank balances, transactions and holdings through a read-only connection.
4ActiveFrom $5/mo - #6
TruthifiMCP · sign-in
Connects brokerage and bank accounts, corrects miscoded transactions and misclassified securities, then answers finance questions from the cleaned data.
12.2kFrom $5.99/mo2021
Not it? Say what you need
betaThree tools from the Atlas for the job you describe, each with what fits and what does not.
No notes yet. What do you use My CFO Silvia for?
Sign in to leave a noteWhat is My CFO Silvia?
Links your financial accounts, then answers questions on cash flow, holdings and goals from those figures. It is listed in the Atlas under Finance and made by Silvia, Inc.
Who is My CFO Silvia for?
Individual investors tracking personal assets, liabilities, and cash flow across their accounts
Do people use My CFO Silvia?
Emerging: ≈ 10.3k visits/mo · estimate, 2026-10.
Is My CFO Silvia still maintained?
Actively maintained: site updated today.
Who owns My CFO Silvia?
My CFO Silvia is run by Silvia, Inc., per its privacy policy (2026-10-20).
Does My CFO Silvia train AI on your data?
No, per its privacy policy (2026-10-20): “We use this information only to provide Silvia's responses in that conversation. [We do not use messages from participants who are not Silvia users to train AI models, create Anonymized Data, or build Silvia memory about them.] If you are not a Silvia user and want information about you deleted, contact privacy@cfosilvia.com.”
Is My CFO Silvia safe?
We do not audit vendors. What My CFO Silvia publishes, read 2026-10-20: SOC 2 Type II, GDPR, CCPA stated on its security page; on training with your data, “We use this information only to provide Silvia's responses in that conversation. [We do not use messages from participants who are not Silvia users to train AI models, create Anonymized Data, or build Silvia memory about them.] If you are not a Silvia user and want information about you deleted, contact privacy@cfosilvia.com.”.
What are alternatives to My CFO Silvia?
In Finance, by use: Treasury, Sumyfi, Pulse, Richify, BankBridge, Truthifi.
How we read a tool
No votes, no reviews, no vendor claims. Every week a crawler reads each tool's own site and a few public registries, and the words on the card are bands over what it read.
- Use: visits to the site (estimated), installs from npm and PyPI, presence in Chrome's usage report.
- Activity: the newest release on GitHub, npm or PyPI; the newest dated page on the site; open roles on a public jobs board.
- Price: the vendor's own pricing page, read with the date. A figure is printed only when it is on that page.
- The line and the use cases are written by us from the homepage, one tool at a time, and refused when they repeat the vendor's marketing.
How AI assistants read each site — the reading vendors ask us about — is on each tool's own visibility page.
How we read every tool → · By INITE Atlas Desk