Financial superpowers
for your AI agent
Shellwise is the intelligence layer for your money. We provide your agent with the context and tools needed to help you achieve your financial goals. Connect your accounts securely through Plaid, and we'll turn your financial data into a clear picture your agent can use to spot opportunities, flag risks, and make better financial decisions.
What you get
Budgeting and cash flow analysis that enables your agent to track spending and set alerts to keep you aligned with your goals.
Expense categorization so your agent can organize transactions, spot patterns, and show you where your money is really going.
Investment insight skills that enable your agent to analyze holdings, explain patterns, and surface opportunities or concentration risks.
Financial planning skills that enable your agent to model emergencies, major purchases, and life changes.
How it works
Install the CLI and complete onboarding to connect your financial accounts; or just ask your agent to do it for you.
We structure your financial data so your agent can tap into Shellwise's financial context and capabilities.
Shellwise is a bring-your-own-agent financial platform, built on the belief that the agent best equipped to help you manage your money is the one that already knows you. Whether you use OpenClaw, Hermes, or anything else, Shellwise works with your agent to protect and grow your wealth.
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