Banker Jack is an AI-powered financial assistant that helps solopreneurs and small businesses manage their finances more efficiently, so you can focus on growing your business.
You started a business to create value, not to become a part-time accountant drowning in spreadsheets and financial complexity.
Hours spent on manual bookkeeping, categorizing transactions, and trying to understand your financial position instead of growing your business.
Scattered financial data across multiple tools makes it impossible to understand your real financial health and make confident decisions.
Without proper financial insights, you're missing opportunities to optimize costs, improve cash flow, and scale efficiently.
Banker Jack combines three essential financial roles into one intelligent system. Meet your personal Accountant, Banker, and CFO—the ABC of financial management.
Your meticulous record keeper
Your wealth management advisor
Your strategic financial intelligence
Ask questions in natural language and get intelligent responses that combine all three perspectives—accounting precision, banking expertise, and CFO-level strategic thinking.
Ask "What's my runway?" or "Should I hire someone?" and get comprehensive answers.
Integrates natively with Claude Desktop, ChatGPT, Cursor, and any AI assistant or autonomous agent.
You
"Analyze my Q3 performance and recommend optimizations"
Banker Jack
As your Accountant, I see your expenses increased 15% this quarter. As your Banker, your cash reserves are healthy at 4.2 months runway. As your CFO, I recommend consolidating your software subscriptions—you could save $450/month and reinvest in marketing for Q4 growth.
The first financial system built for the AI era. Banker Jack integrates natively with Claude Desktop, ChatGPT, Cursor, and any AI assistant or autonomous agent—making your financial data a seamless part of every workflow.
The ultimate AI-native financial experience
1Connect Banker Jack to your AI assistant
2Authenticate with your Banker Jack account
3Start asking financial questions
4Get instant, intelligent answers
Works with any modern AI assistant or agentic platform
Native integration for financial conversations
Financial data accessible while you code
Open protocol for universal compatibility
Banker Jack is being built in phases. Here's what's live now and what's coming next.
Live features you can use today
On the roadmap
Core platform, account management, transaction tracking, and comprehensive financial management features.
Conversational AI interface, document processing, email integration, and strategic financial intelligence.
Accounting software integrations, multi-user collaboration, and advanced financial automation.
Join the early access program and be among the first entrepreneurs to experience AI-native financial management.
Limited early access spots available