Steerplan

Steerplan steers your money instead of just tracking it. Built for UK consumers who want to do more than watch a balance go up and down. Link your bank in seconds through Open Banking. Steerplan reads your real transactions, spots your recurring bills, categorises your spending, and forecasts the next 90 days. Ask anything in plain English and get answers grounded in your actual numbers, not generic finance advice. WHAT YOU GET · Ask anything about your money. "What can I afford this month?", "What's due this week?", "Why was last week expensive?". Steerplan answers from your real transactions, with the numbers to back it up. · See what's coming, not just what's gone. Upcoming bills with dates and amounts, a 90-day cash forecast, and your balance trend over time. · Corrections that stick. Tell Steerplan "that debt is paid off" or "Pret isn't eating out" and every screen updates, including future syncs. · Insights, not noise. Spending anomalies, duplicate charges and forgotten subscriptions, surfaced in one daily briefing. · Your whole picture. Every bank account, all balances, one view. HOW IT WORKS 1. Link your bank. Authenticate directly with your bank through Open Banking. Access is read-only. Steerplan can never move your money. 2. Steerplan reads your transactions. Within minutes you get a complete picture: income, bills, spending categories and balances. 3. Ask anything, then act. Answers come from your data, and your corrections keep it true. PRIVACY AND SECURITY Steerplan Ltd is on the FCA register as a PSD Agent of Yapily Connect Ltd (FRN 827001), an FCA-authorised Account Information Service Provider. You can verify our entry on the FCA public register. · Strong encryption in transit and at rest. · Read-only bank access via Open Banking. We can never initiate a payment. · Your data is never used to train AI models. · You can revoke bank access at any time, from inside the app or from your bank. ABOUT Steerplan is built in the UK for UK consumers. We are an early-stage company headquartered in London, regulated as a PSD Agent of Yapily Connect under the FCA Open Banking framework. Terms of Use (EULA): https://steerplan.ai/terms Privacy Policy: https://steerplan.ai/privacy Questions or feedback: [email protected]