Trailhead Finance

A finance control room that reads clearly before it looks clever.

The design direction is a calm operator shell: warm paper surfaces, pine accents, and durable data-first layouts that can later map to web, mobile, and desktop without starting over.

web firstreuse firstbeta control room

This beta stays intentionally minimal while we harden flows, data ownership, and operator controls.

Welcome

A calmer operating system for connected money.

Trailhead is being built as a durable shell for linking accounts, reviewing synced activity, and eventually budgeting without rebuilding the interface every time we add a platform.

Current beta scope

Auth, consent, account linking, synced balances and transactions, and account-management requests are live.

Demo tier

New accounts can try the app with one connected institution. Additional connected accounts require an active subscription.

Plan ladder
DemoFree

1 connected account

Personal$5/month

5 connected accounts

Plus$100/year

12 connected accounts

Pro$30/month

Unlimited connected accounts

Mixed-use
Business$50/month

Unlimited connected accounts

Mixed-useBusiness