Ask anything about your money. Get a real answer.
Iris knows your actual numbers — your accounts, your spending, your goals — so the answer is about your money, not a generic tip. Iris is a coach, not a financial advisor, and every reply says so. Free to start, 14-day trial either way.
A listicle doesn't know your balance.
Generic tips ignore your numbers
Articles and search results don't know your bills, your balance or your goals. Iris does, because it works from your connected accounts.
Spreadsheets can't answer questions
Instead of building a formula, ask in plain words and get an answer based on your own spending and goals.
Advice you can't tell from a sales pitch
Iris is a coach, not a licensed financial advisor, and every answer is marked "Not financial advice" so you always know what you are reading.
From a question to an answer about your money.
- 1
Connect your accounts
Iris works from your real account data, so there is nothing to type in first.
- 2
Ask in your own words
Open Ask Iris and type a question or tap a suggestion. Past conversations are saved, and you can pick one back up.
- 3
Get an answer that fits you
Iris answers using your first name, your goals, and a summary of your recent spending, bills and balances.
Free to download. 14 days free either way.
No feature splits hidden until checkout — here's exactly what each plan includes.
- All accounts, spending & budgeting
- One savings or debt-payoff goal
- Upcoming bills & subscriptions
- Ask Iris
- Everything in Basic
- Multiple goals at once
- Subscription ROI Tracker
- Data export
- Partner mode: combined balances & shared goals
What people ask before they start.
Is Iris giving me financial advice?
No. Iris is a coach that knows your real numbers, not a licensed financial advisor. Every answer is marked "Not financial advice," and nothing Iris says is a recommendation to buy, sell, or hold any financial product.
What does Iris know about me?
To answer your questions, Truve sends Anthropic, the AI provider behind Iris, your first name, your goals, and a summary of your recent spending, bills and balances. Truve never sells your personal information.
Which plans include Iris?
Ask Iris is included in Truve Basic ($9.99/mo) and in Truve Pro ($14.99/mo). Both start with a 14-day free trial.
Can I go back to an earlier conversation?
Yes. Your past conversations are saved, and you can open one and carry on where you left off.
Does Truve need my bank login?
No. Your accounts connect through Stripe Financial Connections, and Truve never stores your bank credentials. Access is read-only, so Truve cannot move your money.