S-Corp election opportunity
NewTax OptimizationLLC → S-Corp could save ~$12,400/yr in SE tax. Analysis ready for your CPA.
Home / WelX AI
Your AI Financial Companion
Meet WelX.
An AI companion that doesn't just answer questions — it understands your complete financial life, works alongside your CPA, and takes action to help you grow wealth exponentially.
Truly Agentic
One question. Five actions. Zero manual work.
When you ask WelX a question, it doesn't just answer — it orchestrates. It runs the analysis, generates the report, creates action items, shares findings with your CPA, and follows up on deadlines. That's what agentic means.
You ask
Listening…
Hover to pause · Click a step to jump ahead
Most “AI” in finance is a search bar with a personality.
WelX is different.
When you ask a question, WelX doesn't search the internet — it analyzes your data and gives you an answer that fits your life.
WelX Active Context
Bank AccountsInvestment HoldingsBusiness EntitiesTax DocumentsYour CPAYour Goals
Morning Briefs
Wake up to financial clarity.
Every morning, WelX reviews your accounts overnight. New transactions, balance changes, market movements, upcoming deadlines — summarized in a brief that takes 30 seconds to read. No logging into five different apps. No surprises.
Good morning, James
Saturday, March 8
Net worth up $2,340
Quarterly estimated tax payment of $4,200 due in 7 days.
Sarah Chen (your CPA) reviewed the S-Corp analysis you shared.
Chen Consulting LLC has $18K in excess cash.
WelX
Thinking...
How much did I spend on travel this quarter across all entities?
Across your personal accounts and Chen Consulting LLC, you've spent $8,420 on travel this quarter. $5,200 was through the business (deductible). $3,220 was personal. Want me to flag any personal charges that might qualify as business expenses?
Yes, and create an action item to review them before filing.
Done. I found 3 charges ($1,840 total) that may be business-related based on your calendar. I've created an action item for you and flagged it for Sarah's review.
Action created: "Review 3 travel charges for business deduction" — assigned to you + Sarah Chen
Agentic AI
WelX doesn't just answer. It acts.
Ask a question and WelX analyzes your data in real time. But it doesn't stop at an answer — it creates action items, shares insights with your CPA, flags opportunities, and follows up. This is what agentic AI means: intelligence that takes action on your behalf.
- Creates and assigns action items automatically
- Shares analysis with your CPA in one command
- Follows up on deadlines and open items
- Learns from your decisions over time
Full Context
Every conversation builds on everything WelX knows about you.
WelX remembers. Your filing status, your entities, your goals, your CPA's name, that conversation you had about Roth conversions last month. Every interaction makes WelX smarter about your specific financial situation. It's not starting from zero every time — it's building a deep understanding of your financial life.
Accounts & Holdings
Balances, transactions, investments — synced in real time
Documents
Tax returns, K-1s, statements — extracted and understood
Your CPA
Shared context, joint action items, coordinated advice
Conversation History
Every past discussion informs every future answer
Tax Calendar
Deadlines, estimated payments, filing status
Your Goals
Retirement, real estate, education — tracked and projected
Beyond Conversation
WelX doesn't just talk. It builds.
Ask WelX to generate a Personal Financial Statement for your lender. Build an income statement across entities. Create a spending breakdown chart. WelX produces bank-ready documents and visual analytics — not just answers.
- Personal Financial Statements (PFS) on demand
- Income statements and balance sheets by entity
- Cash flow charts and spending breakdowns
- Debt schedules and investment summaries
Personal Financial Statement
Total Assets$1,842,000
Total Liabilities$624,000
Net Worth$1,218,000
Income Statement
Revenue$285,000
Expenses$142,000
Net Income$143,000
Monthly Spending
Housing$3,200
Food$1,680
Transport$1,120
Other$2,040
Investment Summary
86%Invested
Stocks62%
Bonds24%
Cash14%
WelX Talents
Type / and WelX does the rest.
44 slash commands give you instant control. Navigate pages, toggle settings, report bugs, suggest features, or get context-aware help — all without leaving the chat.
Navigate
/pulse/vault/actions/goals/billing
Jump to any page instantly
Control
/voice/privacy/notifications/search
Toggle features and preferences
Act
/sync/brief/refresh/incognito
Trigger operations on demand
Report
/bug/enhancement
Report issues or suggest features — context captured automatically
Learn
/help/shortcuts
Context-aware help for every page
Rate
thumbs upthumbs down
Rate any WelX response to make it smarter over time
- /bugReport a bugEnter
- /briefGet today's morning brief
- /billingSubscription & payment
- /blurToggle blur on unfocus
/b
WelX Everywhere
Your financial intelligence, wherever you are.
WelX isn't locked inside one app. It's a financial intelligence layer that connects to the tools you already use — bringing your complete financial context to any surface.
Slack & Teams
Ask WelX about your cash flow or tax position right from your workspace. No app switching.
Siri & Alexa
"Hey Siri, ask WelX what my net worth is today." Voice-first financial intelligence.
API & Integrations
WelX exposes a financial context protocol — letting any authorized tool access your wealth intelligence securely.
Fingro App
The full experience — dashboards, reports, morning briefs, document vault, and deep WelX conversations.
Slack, Teams, Siri, and Alexa integrations are on our roadmap. The Fingro app and API are available today.
Proactive Intelligence
The best financial advice is the kind you didn't have to ask for.
WelX doesn't wait for you to ask. It continuously analyzes your financial data and surfaces opportunities, risks, and action items — before you even know to look.
Insights feed
LiveTax-loss harvesting window
NewInvestmentVXUS −8.2% ($3,400). Harvest to offset AAPL gains. 30-day wash sale applies.
Q1 estimated payment due
Deadline$4,200 due in 7 days. Amount looks right — confirm with Sarah?
Excess cash in business account
Cash FlowChen Consulting has $18K above reserve. Distribution or SEP-IRA before quarter end?
CPA Collaboration
AI that makes your CPA 10x more effective.
WelX doesn't replace your CPA. It gives them superpowers. When WelX surfaces a tax optimization opportunity, it prepares a summary your CPA can review in minutes instead of hours. When your CPA needs a document, it's already in the vault, extracted and organized. When tax season comes, WelX has been preparing all year.
The result: your CPA spends less time gathering data and more time giving you strategic advice. That's what AI should do — elevate the humans around it.
Prepared summaries
WelX writes the analysis. Your CPA reviews in minutes instead of hours.
Documents organized
When your CPA needs a document, it's already in the vault, extracted and organized.
Year-round readiness
When tax season comes, WelX has been preparing all year.
Shared context
Joint action items keep you and your CPA aligned on every move.
Security First
Your financial data is sacred. We treat it that way.
WelX runs on enterprise-grade AI infrastructure. Your data never leaves our secure environment. It's never used to train AI models. It's never shared with third parties. Period.
Bank-level encryption
256-bit AES encryption at rest and in transit. Your data is as secure as your bank's.
Never trains on your data
Your financial information is used only to serve you. It never trains external AI models.
You control access
Granular permissions for your CPA. You decide exactly what they can see.
Ready to grow exponentially?
WelX starts learning your financial life from day one. The longer you use it, the smarter it gets — and the faster you grow.