For business

Know the recurring cost of operating your business.

Separate business accounts, monitor recurring vendors and understand the monthly run rate behind operations.

Read-only financial connections · Built with privacy in mind · Your financial data is never sold

Monthly intelligence

September is trending $824 higher than your six-month average.

Why?

Dining is +$412, Amazon is +$281 and your auto insurance increased $24.

Dining+$412
Amazon+$281
Auto insurance+$24

Ask MonthlyIQ

"What else changed?"

Business account scope

Keep operating activity separate from personal household analysis.

Operating run rate

Track confirmed and estimated recurring vendor costs.

Decision-ready records

Open totals to inspect vendors, dates, accounts and payment methods.

Questions

Can I connect personal and business accounts?
Yes. Account roles keep business activity out of personal totals when you choose.

Privacy & AI

Built for financial data this sensitive.

Your data isn't the product.

MonthlyIQ does not sell your personal information or use financial data for targeted advertising.

Minimum necessary AI context.

Only information needed to provide the requested AI functionality is sent to our approved AI service provider.

You can correct MonthlyIQ.

Your corrections override automated classifications.

You remain in control.

Disconnect accounts or delete your data when you choose.

MonthlyIQ is an AI financial assistant — not a financial adviser, investment adviser or autonomous decision-maker. AI results are informational; estimates are labeled and supporting transactions are always inspectable. Privacy policy · Subprocessors