Meu Assessor: Gestão pessoal APP
How many things are you carrying in your head right now? Bills to pay, appointments to schedule, lost receipts, invoices arriving, overdue tasks…
My Advisor takes that weight off your shoulders. It's not just another app for you to sign up for: it's a team of AI advisors that does it for you. You send a message on WhatsApp — and it's done.
My Advisor MEET YOUR TEAM
MARTIN, YOUR FINANCIAL MANAGER
• "I paid 62 at the market" — recorded, categorized, and with an instant receipt
• Connect your banks through the Central Bank's official Open Finance: accounts and cards sync automatically, without typing anything
• Every purchase goes on the correct bill, and Martin notifies you before it's due
• Budgets by category, fixed expenses, installments, and recurring payments under control
• The month's balance explained in one sentence — and spending patterns he notices before you do
SOFI, YOUR EXECUTIVE SECRETARY
• "Schedule a dentist appointment Thursday at 3 PM" — scheduled, with a reminder beforehand
• Google Calendar in two ways: what goes in there appears here, what Sofi schedules appears there
• Every day starts with your summary: appointments, bills due, and what needs your attention
LUNA, ORGANIZATION AND DOCUMENTS
• Send a photo of the invoice, payment slip, receipt, or bank statement: she Read, record the transaction, and save the file.
• Tasks, projects, and notes — your life outside of money, also organized.
THEO, COOPERATION DIRECTOR
• Coordinates the team, shows you around, and ensures every action comes with clear confirmation.
HOW IT WORKS
Communicate on WhatsApp as you would with a trusted person — by text, audio, or photo. The team executes and responds with a receipt. And this app is your complete dashboard: Finance, Calendar, and Organization sections, where you see, edit, and track everything the team has done.
IT'S FOR YOU IF…
• You've downloaded finance apps and given up in the second week.
• You're self-employed, an entrepreneur, or a homemaker — and live with a thousand bills and commitments at the same time.
• You want control of your life without working for control.
WHY TRUST US?
• Every action comes with a receipt: what was done, how much, when, and where.
• Banks connected through Open Finance, the official and regulated system of the Central Bank. Your data is yours.
Download, log in, and say hi — Theo will show you the rest.
Your day, prepared before you even ask.
Read more
My Advisor takes that weight off your shoulders. It's not just another app for you to sign up for: it's a team of AI advisors that does it for you. You send a message on WhatsApp — and it's done.
My Advisor MEET YOUR TEAM
MARTIN, YOUR FINANCIAL MANAGER
• "I paid 62 at the market" — recorded, categorized, and with an instant receipt
• Connect your banks through the Central Bank's official Open Finance: accounts and cards sync automatically, without typing anything
• Every purchase goes on the correct bill, and Martin notifies you before it's due
• Budgets by category, fixed expenses, installments, and recurring payments under control
• The month's balance explained in one sentence — and spending patterns he notices before you do
SOFI, YOUR EXECUTIVE SECRETARY
• "Schedule a dentist appointment Thursday at 3 PM" — scheduled, with a reminder beforehand
• Google Calendar in two ways: what goes in there appears here, what Sofi schedules appears there
• Every day starts with your summary: appointments, bills due, and what needs your attention
LUNA, ORGANIZATION AND DOCUMENTS
• Send a photo of the invoice, payment slip, receipt, or bank statement: she Read, record the transaction, and save the file.
• Tasks, projects, and notes — your life outside of money, also organized.
THEO, COOPERATION DIRECTOR
• Coordinates the team, shows you around, and ensures every action comes with clear confirmation.
HOW IT WORKS
Communicate on WhatsApp as you would with a trusted person — by text, audio, or photo. The team executes and responds with a receipt. And this app is your complete dashboard: Finance, Calendar, and Organization sections, where you see, edit, and track everything the team has done.
IT'S FOR YOU IF…
• You've downloaded finance apps and given up in the second week.
• You're self-employed, an entrepreneur, or a homemaker — and live with a thousand bills and commitments at the same time.
• You want control of your life without working for control.
WHY TRUST US?
• Every action comes with a receipt: what was done, how much, when, and where.
• Banks connected through Open Finance, the official and regulated system of the Central Bank. Your data is yours.
Download, log in, and say hi — Theo will show you the rest.
Your day, prepared before you even ask.
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