sidekick.
how it worksthe agentpricing

the agent

not an app.
an agent.

sidekick is an AI that lives in your texts, knows your actual financial situation, and responds like a person who genuinely cares whether you're okay. ask it anything. it texts back.

$
your money
financial sidekick · online
ask anything about your money...
↑

what the agent can do

everything your financial advisor would charge you $300/hr for.

sidekick knows your full financial picture. ask it anything and get a real answer, not a generic tip.

💬
answer any money question
"can I afford a new laptop?" real answers in under 10 seconds.
eg"can i afford concert tickets this weekend?"
📊
show spending breakdowns
ask for your food spend, your subscription total, your weekend vs weekday average.
eg"how much did i spend on delivery this month?"
🔎
hunt down waste
sidekick scans every recurring charge and lists them. most people find at least one they forgot about.
eg"what am i paying for every month?"
📅
check on upcoming bills
knows your recurring charges and can tell you what's hitting before your next paycheck lands.
eg"what bills are due before the 15th?"
⚡
flag unusual activity
if something looks off — a bigger-than-usual charge, a double charge — sidekick surfaces it without you having to look.
eg"did anything look weird this week?"
🎯
help you hit a goal
tell sidekick you want to save $500 this month and it tracks your pace daily.
eg"am i on pace to save $500 this month?"

the iMessage experience

it lives in your texts. no new app to open.

sidekick texts you from a real phone number. you text back like you'd text a friend. no login, no app switching, no loading screen.

📱
one number, always there
sidekick texts from a dedicated number. save it as a contact. text back anytime.
🧠
full context, every time
every reply knows your balances, your history, your recurring bills.
⚡
quick replies built in
sidekick surfaces quick-reply chips after key messages so you don't even have to type.
📈
it remembers your patterns
after a few weeks, sidekick notices when you're trending over budget and says something before you have to ask.
$
your money
● online
hey — your apple storage is $2.99/mo and your icloud+ is $9.99. you're paying for both. the $2.99 one is redundant. kill it?
wait what yeah kill it
done. that's $35.88 back this year.
can you check if i have any other duplicate subs
yes — you have netflix ($15.49) and max ($15.99) and hulu ($17.99). that's $49.47/mo in streaming. want a breakdown?
yes breakdown
kill all 3
how much on subs total

proactive by design

sidekick doesn't wait for you to ask.

most financial tools are reactive. sidekick watches your accounts in real time and texts you when something needs your attention. before it's a problem.

🏠rent alert
rent hits in 4 days
you have $340 in Chase. rent is $1,200. your paycheck hits the 28th — 2 days before rent. you're fine, but tight.
↩ reply to sidekick
📉pace alert
food spend trending high
you've spent $280 on food in 18 days. your usual monthly is $310. at this pace you'll be at $465 by end of month.
↩ reply to sidekick
🔁subscription alert
annual charge incoming
your Adobe Creative Cloud renews in 3 days for $659.88. you haven't opened it in 47 days. heads up.
↩ reply to sidekick
⚠️unusual charge
charge looks off
$94.99 from 'MNTHY*SERVICES' hit your Chase account 20 minutes ago. this merchant hasn't appeared before.
↩ reply to sidekick

questions about the agent

the stuff you're probably wondering.

the financially literate friend you never had.

text-based. no app. no bank switch. connect once, get smarter about money every day.

free to start · no credit card · cancel anytime

sidekick.
© 2026 Sidekick. All rights reserved.

Sidekick is not a bank, financial advisor, broker-dealer, or licensed financial planner. Financial account data is accessed read-only via Plaid Technologies, Inc. We cannot move, hold, or transfer funds. AI-generated insights are for informational purposes only and do not constitute financial advice. SMS messages sent by automated technology. Reply STOP to cancel, HELP for help. Msg & data rates may apply. We do not sell personal information. Privacy Policy · CCPA Notice