Maxi
A proactive financial companion that manages personal finances through iMessage conversations, offering daily spend and budget updates, agentic financial assistance, and weekly insights.
About Maxi
Maxi is an iMessage-based, AI-native agent for your personal finances. It connects to all your accounts (secure read-only access) and Gmail and proactively texts you to help cancel subscriptions, identify split expenses, and send Venmo requests (on your behalf). It also tracks your net worth, reminds you about bills, and keeps you in line with your budgets.
Products
Proactive financial companion that manages finances through simple iMessage conversations with daily spend and budget updates, agentic financial assistance, and weekly reports.
Security and compliance
As reported by Maxi. Ask for audit reports before you buy.
- encrypts sensitive access credentials at rest using AES-256 encryption (Plaid access tokens and Google OAuth tokens)
- transmits data over encrypted TLS connections
- encrypts chat messages in transit between user device and servers
- hashes certain account identifiers
- isolates each user's data on a per-account basis
- maintains administrative audit logs
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