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Your AI-powered Personal CFO

Numeris is the AI-powered Personal Financial Operating System for ambitious professionals. Get custom financial intelligence, model scenario projections, and discover wealth opportunities.

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NUMERIS AI CFO

Jeremy

What is my daily financial briefing?

CFO

◆ Forecast Assumptions

Assumes current tax year ISA capacity limits (£20,000/yr).
Assumes average cash reserve yield of 4.85% AER.
Assumes client tax rate bandwidth remains constant.

Here is your CFO Briefing. Net worth is trending up and your cash flow surplus is strong:

CFO

I also identified 2 critical opportunities to optimize your allocations:

Optimize Cash Yield Move £22,000 idle cash

+£840/yr High Impact

Maximize ISA Capacity ISA remaining allowance

+£4,200/yr High Impact

System Capabilities

Conversational financial intelligence.

01 / Interface

Conversational AI CFO

The primary interface of Numeris. No complex forms or nested menus—simply interact with your financial life through natural dialogue. Get daily briefings, ask planning questions, and optimize decisions in real-time.

What should I do with my surplus cash flow this month?

CFO

Based on your £2,200 surplus and goals:

Route £1,500 to your ISA (remaining capacity: £12,500).
Move £700 to your cash reserve (yielding 4.85% AER).

This maximizes tax efficiency and maintains your 6-month safety buffer.

Create savings plan Compare ISA options

02 / Intelligence

Opportunities Engine

Continuously scans your aggregate accounts to detect cash yields, tax wrapper availability, pension matchups, and fee leakages.

Optimize Cash Yield Move £15,000 idle cash

+£725/yr High Impact

ISA Allowance Left £12,500 capacity remains

+£3,100/yr High Impact

03 / Modeling

Scenario Simulator

Model lifecycle decisions—like buying a home, relocating, or career changes—and see the compounding impact on cash flows and lifetime net worth.

04 / Milestones

Goal-Based Planning

Build and track goals like home ownership, early retirement, or wealth accumulation. Projections update dynamically based on asset velocity.

05 / Education

Educational ETF Selection

Learn how to select exchange-traded funds based on volatility, investment duration, and returns parameters, completely within conversation.