Upload your statements, payslips and receipts. See your complete financial picture in seconds — built for UK tax years, designed for your privacy.
Bank apps, credit cards, ISAs, payslips, receipts — all on different screens, none of them talking to each other. Finance Secretary brings it together.
You've got Monzo, Halifax, your ISA and a credit card all on different screens — and none of them know about each other.
Your tax year starts on 6 April, but your calendar year starts on 1 January. None of your apps know the difference.
Receipts pile up in your camera roll, payslips in your email, statements in PDFs you'll never read. Nothing adds up to a picture.
Assets, liabilities, cash, investments — all in one number that updates as you upload. See where you actually stand.
P&L, Cash Flow and Balance Sheet, filtered by HMRC tax year — not the calendar year. Compare this quarter to last in one tap.
Mortgage costs, stamp duty (FTB, non-FTB, additional home), Help-to-Buy. Run the numbers before you commit.
Your data lives on your iPhone, Face ID gated. The AI runs on hardware we own — never OpenAI, Google or any third-party cloud.
Drop in a bank statement, payslip, receipt or screenshot. PDF, CSV, image — whatever you have to hand.
Our AI reads the document on hardware we own — never OpenAI or Google. It suggests a category and pulls out the key numbers.
Quick review on screen, tap save. Your dashboard updates instantly. You stay in control of every entry.
Transactions, balances, assets and account details live in your phone's encrypted sandbox. We never see them.
When the AI classifies a document it runs on a server in our UK location — not OpenAI, not Google, not Anthropic.
No analytics, no ads, no data brokers. We pay our costs from App Store revenue, not from selling you out.
Statements align with the 6 April-to-5 April year, not the calendar year. Out of the box, no setup.
FTB, non-FTB, additional home, Help-to-Buy bands all built in and kept current.
AI Secretary Limited, company number 17245992. Registered in England and Wales, office in Worcester.
Every support email goes to the developer — not a chatbot, not an offshore queue. Replies in 1–3 days.
Beta opens summer 2026. Full launch in 2027.
Yes — fully free for the entire beta period (summer 2026 onward). Once the full version launches in 2027 there will be paid plans, but beta users get 30 days' notice before any price kicks in.
It works with anything your bank gives you — PDF statements, CSV exports, screenshots, even photos. No bank-account login or Open Banking required. We deliberately don't want access to your bank.
Your data stays on your iPhone, locked behind Face ID. Only the text of documents you upload briefly touches our AI service (on servers we own in the UK, not a third-party cloud) for classification. Full details in the privacy policy.
Anytime. Account screen → Export gives you every transaction and asset as a JSON file you can keep, share or move to another tool.
To get one platform truly excellent. Android is planned but not dated. If you'd use it, drop us a line — demand pushes priority.
Email [email protected]. Replies come from the developer (not a chatbot) within 1–3 days. The in-app "Report an issue" form does the same thing without leaving the app.
We'll email you the moment Finance Secretary is ready for first users. No marketing fluff, no newsletter you didn't ask for.
Or just email [email protected] directly.