About Slate
A budgeting tool that does the work for you.
Slate quietly keeps track of your money in the background and uses the latest tools — including your favorite LLM — to make your goals actually achievable and your life noticeably simpler. No spreadsheets, no Sunday-night categorizing, no guilt-tripping dashboards.
Origin
Why we built it
Budgeting tools are stuck in 2008. Envelope this, zero-based that, color-coded pie charts you have to babysit every Sunday. They assume everyone has the same life, the same goals, and the same patience for data entry. Most people don’t — so they quit after a few weeks and go back to vibes.
Real lives are messier than a template. A freelancer with lumpy income, a couple saving for a house in a city that keeps getting more expensive, a parent juggling daycare and a side project — none of them fit the same rigid mold, and none of them want to spend their evenings categorizing burritos.
Slate is the opposite of that. It quietly keeps track of what’s actually happening with your money, then lets you ask questions in plain English — through the AI you already use — so the answers bend to your life instead of forcing your life into a spreadsheet.
What makes Slate different
Three principles
Built for AI
Slate is designed around the way you already work. Ask questions in plain English through your favorite LLM, get answers that actually understand your spending, your goals, and your life.
Flexible
Slate adjusts to how you actually live. Whether you’re splitting expenses with a partner, managing a household budget, or juggling irregular freelance income, your financial picture is shared only with who you choose — and always stays in sync.
Simple to use
No spreadsheets, no Sunday-night categorizing, no guilt-tripping dashboards. Slate quietly does the work in the background so you can focus on what matters.
Values
What we believe
Privacy first
Your financial data is yours. We don’t sell it, we don’t train models on it, and we expose only what’s needed to answer the question in front of you.
We'll grow with you
Almost everything in Slate is free to use. Connect your accounts, track your spending, set budgets, and chat with your money — all at no cost. When your life gets more complicated, Pro is there. No dark patterns, no upsell traps, no data-for-features trades.
User ownership
Disconnect any account, revoke any assistant, delete your data — all from Settings, all instantly.
Design that calms
Money is already stressful. Slate is a parchment journal, not a casino floor. Every detail is chosen to lower your heart rate, not raise it.
Trust & security
The boring stuff that matters
Slate connects to your bank via Plaid — the same connection layer used by Coinbase, Venmo, Chime, and thousands of other apps your bank already trusts. We never see your bank login.
Data is encrypted in transit and at rest. Access to AI assistants is gated behind tokens you control. Read more in our Privacy Policy.
The team
Who’s behind Slate
Adrian Lake Reiter
Founder
A finance leader turned builder, creating the kind of clarity around personal money he always wished consumer tools provided.
LinkedIn →