An AI assistant that works from your forecast

The slow part of any plan is the first sitting with the forms. Instead, answer a few questions: what you take home and on which day, what is in your accounts, what goes out each month, what you owe. Each answer becomes a draft input on screen, in the same shape the forms use, and a working forecast takes under an hour.

Nothing goes into your plan until you add it. You can edit or remove any draft first. A debt or a savings pot opens its own form, filled in with what you said, so the details a chat should not guess, such as a promotional rate, are yours to enter.

It covers salary, other income, bills, account balances, savings, debts, a partner and joint contributions. Anything you skip can be added on the forms later.

On the forecast, tap Ask or try a what-if. Ask about any figure, on any tab, in any year of the plan. When is my cash at its lowest? How much interest do I pay each year? What will we be worth in five years? Why does this month look like this? The answer uses only figures your forecast already shows, each checked against them before it reaches you, and Show me opens the chart and period it is talking about.

Describe a change, such as overpaying the mortgage by £200 a month, and it drafts it. Save and compare saves it as a separate version and opens it beside your plan, in scenario comparison. Your plan does not change.

• What you type, and for a question figures from your plan, is sent to an AI provider (Anthropic), which can process it in the United States, to produce the reply. It is not used to train models, the provider deletes it within 30 days unless its usage policy or the law requires longer, and CrestCast keeps no copy of the conversation. The provider, and exactly what is sent, are on the privacy page, and where your data lives has the short version.
• It is off until you switch on AI assistant in Settings, one tap. While it is off the features are hidden and the server refuses them for your account. In the demo it is always on.
• There is no bank connection. The assistant knows what you tell it and nothing else.
• It does not give financial advice. It helps you enter your details and explains your forecast.

Both work without an account. Open the demo, and Set up by chatting is under Settings. It builds a household of your own in that browser tab, separate from the sample, not saved and not seen by anyone else. Ask or try a what-if sits on the forecast.