
Flip
fliptexts.com
A personal finance assistant that lives inside iMessage.
iMessage
Source checked
A personal AI CFO for tracking accounts, assets, and net worth, with financial research and messaging after signup.
Silvia is the current brand of the personal AI CFO previously listed here as CFO Silvia. Its official site includes texts, calls, email, and web chat after signup; this listing does not document a public SMS number. The free plan has usage limits, with Pro and Max upgrades. Account and net-worth tracking, portfolio research, and proactive Radars are its main advertised workflows.
Source: Official product, pricing, and accessTracking a complete financial picture across investments, property, crypto, and debts.
We have not completed a hands-on test of Silvia. There is no recorded first exchange, measured reply time, or test verdict to report. The capabilities and access details on this page come from the linked sources.
How source checks differ from hands-on testsCreate an account at silvia.com to set up Silvia and its messaging access. You can begin with a financial research question, then connect the accounts or add the assets you want to track. Its site describes read-only account access; it cannot move your money.
“Explain how you would identify concentration in a hypothetical portfolio of three stocks. List the information you would need before analyzing real holdings.”
An editorial suggestion, not a recorded exchange or a claim that the task has been tested.
This listing summarizes publicly available product information. Source checks confirm the published details; they are not a hands-on test or a guarantee of performance.
Silvia — Official product, pricing, and accessChecked How we review listingsExplore the directory
Selected for a similar task or a useful adjacent workflow. The notes explain where each option fits; source-listed capabilities have not been tested by textanai.

fliptexts.com
A personal finance assistant that lives inside iMessage.
iMessage
Source checked
Why compare: For bills, subscriptions, and cash-flow tasks; not a portfolio-analysis equivalent.

perplexity.ai
Ask, fact check, and research from a WhatsApp contact.
Source checked
Why compare: For source-linked financial background research without connected portfolio context.

bud.app
Your AI worker with its own computer, reachable by text.
SMS · iMessage · Telegram · Web
Source checked
Why compare: For researching and comparing public financial documents; not a personal CFO.