Easy workflows, powerful data
Multi-member households, business interests, real estate and investments, all accounted for.
Integrated personal finance
Your financial life, governed from one intelligent cockpit.
Worthic OS makes complex cross entity, multi currency, multi asset tracking and reporting painless through document-first, AI-assisted workflows and automations.
WORTHIC PERSONALAggregated personal financial reporting
WORTHIC BUSINESSMulti-entity business reporting lines
WORTHIC REAL ESTATEReal estate management and integration
WORTHIC INVESTMENTSCross asset class investment tracking
WORTHIC DOCUMENTSSophisticated document management and linking
WORTHIC INSIGHTSIntelligent reporting and forecasting
Intuitive flows
Financial reporting for the AI era, because your time is valuable.
Real estate financial management
Manage guests and tenants, assets, expense accounts, tenant deposits, cashflows and profitability.
Investment oversight without spreadsheet sprawl
Track balances, market context, and account-level performance in one view built for ongoing decisions.
Built for decisions, not data entry
A premium command layer for your financial life.
Document-first financial flows
Route statements, invoices, tax records and supporting documents into the right entities, accounts and workflows without losing the audit trail.
Integrated reporting across spheres
Bring personal, business, real estate and investment reporting into one connected financial picture with clean cross-entity visibility.
AI-assisted insight and forecasting
Move from organised records to smarter decisions with forward-looking insights, scenario planning and proactive financial intelligence.
Signal over noise
Quiet automation for complex personal finance.
Simplified, integrated financial management, connected records, clearer visibility and curated insights, for more effective control.
Personal cashflows imported and categorized39 transactions detected and autocategorized, awaiting confirmation.
Barcelona apartment annual report compiledYour report is ready. Rental income is up 5.5% this year, 23 assets depreciated.
Portfolio exposure flaggedUS equity exposure has increased to 64%, risk stance updated to Aggressive.