Finally get answers to the financial questions that don't go away.
The answers are in your numbers but most households can't see them.
You may be leaving $4.2K on the table in taxes
Your itemized deductions exceed your standard deduction by $17.5K, switching could put that money back in your pocket.
Your car loan pays off in October
That $580/month stops going to the lender and stays in your plan. Model where to redirect it: snowball to other debt, investments, or a new purchase.
4 months of runway isn't enough
For a household with a mortgage and fixed obligations, an unexpected job change or medical bill could leave you exposed. The recommended buffer is 6 months.
This is what the complete picture looks like.
Ask anything about your money.
Patty is your built-in financial assistant. She knows your income, your spending, and your plan. Straight answers, no generic advice, no upsell. Just your numbers, explained.
Explains your plan
Ask how you did against plan, why your surplus changed, or what's driving a number. No digging through spreadsheets or bank statements. Patty knows your exact numbers and explains them instantly.
Fixes your transactions
Tell Patty to recategorize a vendor, bulk-update charges, or create a rule. She updates your books instantly.
Keeps your plan honest
Patty watches your actual spending against your plan. When a category is trending over, she flags it and suggests adjustments so your plan always reflects reality.
Run the numbers before
you make the call.
Every major financial decision deserves a real answer, not a gut feeling. Potenza's What-If scenarios show you the exact impact on your surplus, runway, and net worth, so you know before you decide.
- What if one of us takes parental leave?
- What if we cut $500/month in expenses?
- What if the market drops 20%?
- What if we buy a house next year?
- What if we max our 401(k)?
- What if we start a 529 today?
Start free. See your complete picture. Then decide.
Set up takes 5 minutes. Spend 45 days running a full financial cycle. By the time your trial ends you'll know exactly what Potenza is worth to you.
Billed annually at $119.88.
- Financial dashboard
- Reality Check
- Tax-aware calculations
- What-if modeling
- Live bank connection
- Patty, your AI financial assistant
Potenza flagged a double charge in our first month. I got it refunded, and it paid for the entire year and some.
I asked Patty the cost of our car insurance. She had the answer in seconds saving me 30 minutes digging through online statements.
I couldn't believe the gap between what I thought we spent and what we actually spent. It was a wake up call.
With two kids in daycare our financial anxiety was kicking in. Potenza finally gave us the clarity we needed.