Custom widgets
Your dashboard is a grid of live widgets over a double-entry ledger. If the view you want doesn't exist — a mortgage payoff curve, a per-project P&L, a savings race against a date — I design it, build it, and add it to your board.
Concierge · bespoke work on your live ledger
Get your own finance engineer.
I built YouInc — the ledger, the widgets, the AI layer. Concierge means I build the next piece for you: the widget that doesn't exist yet, the integration your bank can't do, or the agent that watches the numbers you care about.
What I build
Three kinds of work, one ledger underneath.
Integrations
NZ bank feeds come through Akahu. I wire in what banks can't see: KiwiSaver, portfolio balances, or a spreadsheet you still rely on — anything with an export or an API, posted as journal entries so it still balances.
AI infrastructure
Agents that read your ledger, not your inbox. A Monday brief, anomaly detection, or plain-English answers from your own numbers — scoped to a real decision, not a chatbot bolted on top.
Concierge examples · built to order
What I build for Concierge clients.
Examples of the shape bespoke work can take: a weekly brief, an anomaly flag, or a plain-English answer from your own ledger. They are scoped around the decision you want to make, not sold as a generic add-on.
Your week: runway holding at 18 months
Net worth closed the week at $142,380, up 4.2% on the month — assets rising faster than your one liability is falling.
Cashflow ran +$3,700 for the period. At the current burn you have 18 months of runway before liquidity gets tight.
One thing to watch: subscriptions crept up $6. Details in the flag below.
Spotify Family jumped 35%
+$6.00 / mo — that's $72 a year, quietly.
YouCould I afford 3 months off next year?
YouIncYes — with 18 months of runway and +$3,700 monthly surplus, a three-month gap leaves roughly 15 months of cover. Bank the surplus from now and you barely feel it.
Bring the question you keep asking yourself. Tell me yours →
How an engagement works
- 01
We talk
A short call. You tell me how you think about your money and what the current product is missing.
- 02
I scope it
You get a fixed quote for a defined build — a widget, an integration, an agent. No open-ended hourly meter.
- 03
I build on your live board
The work happens against your real ledger, not a mock-up. You see the widget or integration land with your numbers in it.
- 04
We iterate
You live with it for a while, then we adjust. Concierge clients keep a direct line for tweaks, new builds, and new ideas.
What it costs
Scoped one-off builds
from NZD $1,500
A defined widget, integration, or agent — fixed quote up front.
Concierge
From NZD $149/mo
Everything in Self-serve, plus ongoing bespoke work and a direct line for questions.
The call costs nothing. If there is a fit, you leave with a clear next step and a number.