Piere AI Money Assistant CPI Proposal

Piere is the easy-to-use money management app built for this century. Uncover an average of $3,200 hiding within your existing finances with our AI-powered Xray feature, that looks deep into your finances to generate a personalized plan, revealing exactly how much money you can claim by following a couple easy steps.

Piere is more than just a personal financial management app: we’re the intelligent, modern way to bring all your accounts into one place to create actionable plans with AI for growing your wealth, track your net worth, budgets, investments, and expenses with unmatched simplicity.

Gain control of your finances with the simplest money management tools available anywhere: in just 2 taps Piere generates a personalized budget or spending plan that’s ready in seconds, while Xray continuously monitors your transactions, balances, and income to propose virtually limitless plans for improving your financial position and growing your money.

PERSONALIZED FINANCIAL GROWTH PLANS

Xray from Piere™ is your personal financial concierge that continuously monitors your income and spending, then recommends detailed financial plans for unlocking savings and growth opportunities from your existing money. From your very first Xray within Piere, you’ll see exactly how much money you can gain by following the simple steps in each plan.

ALL YOUR ACCOUNTS IN ONE PLACE

Piere brings all your accounts into one simple view for a comprehensive view of your finances – bank accounts, credit cards, loans, mortgage, investments, stock, debt, 401K, IRA, and so much more.

AUTOMATED BUDGETING

Piere’s two-tap budgeting is the easiest to use – anywhere. In just 2 taps, Piere scans your transactions and proposes a detailed budget that’s centered around what matters most in your life. Plus, we make it possible to avoid hours of customizing your budget with simple budget rollover rules that create next month’s budget for you automatically.

NET WORTH AND REPORTS

Unlock virtually limitless spending, merchant, and financial reports with an always growing list of available filters and controls. Track your net worth with an interactive visualization that responds to real-time changes in your finances, along with filters to fine tune how time, assets, and liabilities impact your growth.

FINANCIAL ALERTS AND NOTIFICATIONS

Stay on top of your financial health and security when Piere alerts you as soon as it detects large transactions or other impactful activity within your accounts. Weekly and monthly spending summaries are delivered to keep your goals on track, while giving you the power to enable only the alerts that are most important to you.

MANAGE YOUR DEBT

Piere is partnered with The National Foundation for Credit Counseling to offer you insights and budgets that can help you regain or maintain control of your money. The unique combination of this expertise along with actionable financial plans presented by Xray are your powerful ally on the path to sustainable financial health.

WE’RE LASER FOCUSED ON INFORMATION SECURITY

Piere is SOC II Type 2 compliant, meaning we’ve undergone the same financial security verification and auditing process as the nation’s largest banks. We employ multiple layers of security to ensure that your data is always protected, encrypted, and private.