For business
Give teammates and advisors the access they need—no more.
Use role-aware seats for operators, viewers and accounting partners while keeping sensitive actions controlled.
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.
Ask MonthlyIQ
Role-aware seats
Separate ownership, operating, viewing and advisory responsibilities.
Accountant access
Share a consistent financial picture without sending exports back and forth.
Audited changes
Important account and administration changes remain traceable.
Questions
- Can an advisor change billing?
- No. Billing changes remain limited to authorized workspace managers.
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