Questions, answered.

Vysaro is your Personal AI CFO, a purpose-built financial intelligence layer that connects your full financial picture in one place and gives you the kind of clear, ongoing guidance that has traditionally been reserved for family offices.

Onboarding takes a few minutes. You connect your financial accounts through Plaid, share a few details about your situation and goals, then optionally upload recent tax return(s) so your CFO can reason about your tax picture. From there your CFO has what it needs to start giving you tailored guidance and it gets sharper as you add more.

Less than you would think. Connecting even one account gives your CFO something real to work with and you can add accounts, documents and details over time. The more complete your picture, the more your CFO can do, but you are never required to finish everything before you get value.

Vysaro reflects the value of your holdings as of the last time your bank or brokerage sent pricing, priced to the last sync. Sync lag is typically minutes but can be longer in some cases. Manually added assets such as Bitcoin are priced live because Vysaro is their source of record. As long as your CFO has your recent financial snapshot, your conversations will be grounded in meaningful context.

Vysaro Power is a measure of how much and how broadly you have connected your financial life, so your CFO can reason about your full personal, professional and financial picture. The more sources you connect and the more varied they are, the higher your score and the sharper your CFO's guidance. You do not need every source to reach 100.

Your CFO builds real, lasting memory. When you mention your child's name, your CPA, your mortgage rate or a concern about your taxes, those details are saved to your private profile and carried into future conversations. You should never feel like you are starting over.

Your CFO proposes facts to remember as it learns about you, but nothing enters its long-term memory until you approve it. On your Memory page you can see everything your CFO knows, edit anything that is wrong, delete anything you would rather it forget, then review or approve the facts it has proposed. Your profile is yours to shape.Go to your Memory page

Yes. You can correct any detail or remove anything your CFO knows. Tell it directly in conversation, use the highlighter updating tool in the CFO chat window or edit it yourself on your Memory page. When you correct a fact, the new version takes priority, so your CFO works from what you have confirmed.Go to your Memory page

Your CFO gives you a clear view of your whole financial picture, including net worth, cash flow, holdings, liabilities and tax situation. It reasons across all of it to surface things worth your attention, like concentration risk, tax-loss harvesting opportunities or unrealized gains. You can ask it questions, drop in documents for it to analyze, then get guidance tailored to your actual situation.

No. Vysaro is a financial intelligence and coordination layer. It gives you CFO-grade visibility and helps you think clearly about your money, but it is not a licensed investment advisor, tax preparer or attorney and it does not replace one. For decisions that call for licensed professional advice, your CFO can help you organize your thinking and prepare for those conversations.

Yes, that is exactly what Vysaro was built for. You can share tax documents, bank and brokerage statements or legal letters directly in conversation and your CFO will read, analyze and use the relevant details to give you sharper guidance. Documents you drop into chat are discarded after the details are extracted and the structured data is protected with the same per-user controls as the rest of your profile.

Vysaro connects to your banks and brokerages through Plaid, the secure financial-data network used by major banks and fintech apps. Once you link an account, Vysaro pulls your balances and, for investment accounts, your position-level holdings, including every ticker, share count, market value and cost basis where your brokerage provides it.

Vysaro syncs your accounts and holdings when you open your CFO chat, throttled to at most once an hour to respect your institutions' rate limits. You can force a fresh sync from your Settings, Account Connections page any time. Market prices on your holdings come from public data feeds and may be delayed up to about 20 minutes.Manage your account connections

Cost basis depends on your brokerage. Some report it cleanly through Plaid, others do not transmit it at all. When it is missing, Vysaro shows a dash rather than guessing and your CFO will tell you it cannot calculate gain or loss for that position rather than pretending it is zero.

Disconnecting is immediate and permanent. Vysaro revokes its access at your provider, deletes the holdings and balances it pulled for that account, then removes them from your financial picture. To reconnect later, you re-link through Plaid.

No. Vysaro's connections are read-only. It can see your balances and holdings to give you guidance, but it cannot move funds, place trades or make any transaction on your accounts.

Vysaro supports the thousands of banks and brokerages available through Plaid, including major institutions like Bank of America, Charles Schwab, Chase, Fidelity, Robinhood, SoFi, etc. Coverage and the exact data each institution transmits can vary by provider.

Your conversations with your CFO happen inside Vysaro and are encrypted at rest. When your CFO consults the underlying AI model to reason through a question, it sends the financial and personal context needed to give you tailored intelligence, but never your account numbers and never any Vysaro account identifiers that could tie the conversation back to you. The model retains no memory of you between sessions and your data is sent only to generate your answer, not to train the underlying model.

Your conversations, the memory summaries your CFO builds over time and the secure access tokens for your linked accounts are all encrypted at rest. Your structured financial data, including balances, holdings and profile details, is protected by per-user row-level security, meaning the system itself refuses to return your data to anyone but you. Documents you choose to keep in your Vault are stored encrypted at rest with access locked to your account alone.

No. There is no tool or admin screen at Vysaro that surfaces client conversations and every path that reads your data is locked to your own account by row-level security. Your financial life stays between you and your CFO.

No. Vysaro does not sell, share or license your data to anyone. Your information is sent only to the underlying AI that powers your CFO, solely to generate your answers. It is not used for advertising, to train AI models or shared with data brokers.

By default, Vysaro reads the document, extracts the financial details it needs, then discards the original, so it never sits in storage. You can choose to keep an original in your private Vault so it can be accessible to you whenever you connect to Vysaro. In your Vault, it is stored encrypted at rest and access is locked to within your account until you delete it. Anything you upload but do not confirm is automatically purged within hours. Deletes are permanent.

Vysaro works on a scrape-and-delete model. Documents are processed and the originals discarded unless you explicitly choose to keep them. Vysaro does not retain files by default, does not sell data and does not use your information for marketing. Your conversations are encrypted and isolated to your account. Privacy is built into how the product works, not added on top.

Vysaro offers three tiers: Core at $99 per month, Pro at $299 and Elite at $699. Each step up adds more capacity, including more document and tax-return storage, additional customized charting, longer financial lookback, more frequent CFO briefings and the increased intelligence of the underlying models with each step-up in tier. Currently, the highest intelligence models charge 5x more than earlier generation models still in use.See all plans and tiers →

Founding members are the first clients to join Vysaro. As a founding member you lock in permanent preferred pricing on Pro and Elite tiers for as long as you are a member, a thank-you for trusting the product early. Founding membership is limited to the first 100 members.

Yes. You can move between tiers as your needs change and you can cancel any time.