what sidekick actually does
one intelligence core.
infinite front doors.
the product is the financial intelligence. the interface — iMessage, app, WhatsApp — is just how it reaches you today.
01
cross-account truth
Chase only sees Chase. sidekick sees Chase + Venmo + Robinhood at once. one honest number across everything you own.
→ 12,000+ banks via plaid
02
texts you first
you don't open the app to find out you're short. sidekick texts you three days before it's a problem.
→ proactive, not reactive
03
answers anything
"can i afford taylor swift tickets?" real answers in plain english. not charts. just an honest reply.
→ powered by claude haiku
04
subscription graveyard
finds every forgotten subscription and tells you which to kill. your january fitness app is definitely in there.
→ avg $67/mo recovered
05
a voice your bank will never have
Chase's compliance team will never let "slow down bestie" ship. sidekick will. the financially literate friend you needed in college but didn't have.
sidekick says
rent hits in 3 days and you're $80 short. your Venmo has $380 — transfer today. you're fine if you move now.
your bank says
your balance is $940.22. please review our terms and conditions regarding insufficient funds.
the agent
your money sidekick.
right in iMessage.
no app download. no onboarding funnel. just text a number that already knows your balance, your bills, and your vibe.
9a
daily nudge
every morning, one honest read on your money — no dashboard required.
?
ask anything
text back. the agent has full context — your accounts, history, upcoming bills.
!
urgent alerts
rent shortfalls, spending spikes — before they're problems.
transparent pricing
free to start.
$4.99 when you're ready.
the free tier is genuinely useful. premium pays for itself the first time it saves you from an overdraft fee.
free
$0
forever, no card needed
1 connected bank✓
daily text insight✓
monthly summary✓
ask anything5/day
real-time alerts—
premium
$4.99
per month · cancel anytime
unlimited banks✓
daily text insight✓
real-time alerts✓
ask anything∞
CSV export (taxes)✓
monthly$4.99
what we never do
zero nonsense.
sell your datanever
touch your moneynever
hold your fundsnever
see your credentialsnever
surprise chargesnever
no credit card · cancel anytime · works with your existing bank