My CFO Silvia alternatives

Tools that do what My CFO Silvia does, found by what they say they do rather than by shelf. Among the equally alike, the most used come first. Each line says how it differs from My CFO Silvia.

Read 2026-10-20

With a free plan or free to use: Treasury, Sumyfi, Richify, Truthifi, Era, Assetli.app, InvestMates.

10 alternativesUnlike My CFO Silvia

#1
Treasury Finance
Tracks spending, investments, and net worth across accounts; answers financial questions with personalized advice.
Free plan
539
Active
From $12.99/mo
#2
Sumyfi Finance
Aggregates bank accounts, credit cards, and investments into one dashboard; answers questions about spending and cash flow.
Free plan
200
Active
From $7.99/mo
#3
Pulse Finance
Aggregates financial accounts and provides daily insights on net worth, portfolio, and progress toward goals.
Same job
26
Active
#4
Richify Finance
AI agent team that tracks assets, liabilities, and provides personalized financial education and planning.
Free planAlso: Agents
13.5k
Active
From $9.99/mo
2025
#5
BankBridge Finance MCP · sign-in
Lets AI agents read your live bank balances, transactions and holdings through a read-only connection.
Also: Data extraction
4
Active
From $5/mo
#6
Truthifi Finance MCP · sign-in
Connects brokerage and bank accounts, corrects miscoded transactions and misclassified securities, then answers finance questions from the cleaned data.
Free planAlso: Data extraction
12.2k
From $5.99/mo
2021
#7
Era Finance MCP · sign-in
Reads connected bank balances, recorded bills and linked documents to answer cash-flow questions and match purchases to retailer orders.
Free plan
723
Active
From $6.99/mo
#8
Assetli.app Finance
Tracks spending, investments, and assets across bank accounts, crypto, real estate, and vehicles with budgeting and financial calculators.
Free plan
26
Active
From $3.92/mo
#9
Pilot Finance MCP · sign-in
Handles startup bookkeeping and tax with accounting software and former CFO advisors, producing real-time expense tracking and cash flow models.
More widely used
138k
Active
From $99/mo
#10
InvestMates Finance
Tracks the US and Indian accounts of Indian expatriates in one place, with cross-border tax filing and financial planning advice.
Free planMore widely used
27.3k
Active
From $300/yr

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How this list is made: the words My CFO Silvia is described with (what it does, for whom, what it is used for) are matched against every tool in the Atlas. A tool on the same shelf, or doing the same kind of work, counts for a little more. Nothing here is paid for.