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Automated financial tracking for founders managing irregular income, equity, and tax.

Track income, expenses, and savings across every account. See your personal runway. Separate business from personal automatically. Know your net worth in real time.

Role in the ecosystem

The personal finance layer connected to your business.

Built for irregular founder income, equity events, and quarterly tax planning.

Understands equity, deferred comp, and lumpy income.

Tax-optimized

Continuously. Not a scramble in April.

Shares data automatically with every other Aperio product you use.

Your business books inform your personal plan.

The problem

The way founder finances used to work.

If you own a business, your personal finances are structurally different. Mint was built for W-2 employees. Your equity, your quarterlies, your personal runway — none of it fits the tools that exist.

  • Equity valued wrong or not at all
  • Quarterlies surprise you every quarter
  • Personal runway disconnected from business runway
  • Tax decisions made in April, not in March

The Aperio way

How Personal changes that.

Built on a shared financial operating system, so every capability compounds.

01

Founder net worth

Vested equity, deferred comp, and illiquid assets handled correctly.

02

Quarterly planning

Estimated taxes projected from your actual books.

03

Personal runway

How long your household runs, modeled against business cash.

04

Charitable + estate

Structure suggestions when they actually matter.

Waitlist

Be first when Personal launches.

Early access, founder pricing, and direct input on the roadmap. We'll email you the moment Personal is ready.

No spam. Unsubscribe anytime. We'll only email about Personal.

Who it's for

Built for finance teams that ship.

Three real shapes of work this collapses into seconds. Pick the one that sounds like yours.

Kayode, solo founder

Today

Didn't know if the next six months of runway included his personal runway.

With Aperio

One view. One number. Decisions made with conviction.

Ronke, freelance designer

Today

April 15th was a crisis every year.

With Aperio

Quarterlies handled. April is a filing, not a scramble.

Pricing

Personal pricing, at a glance.

Full bundle pricing and the interactive Pricing Architect land on the Pricing page.

Free

$0

forever

  • Core features
  • 1 user
  • Community support
Coming 2026

Pro

Popular

$49

per user / month

  • Everything in Free
  • Advanced analytics
  • Email support
  • API access
Coming 2026

Pro Group

$40

per user / month · 5 seat min

  • Everything in Pro
  • 5 seats minimum
  • 20% group discount
  • Centralized billing
Coming 2026

Be first to know when Personal launches.