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Silvia

AI financial assistant that aggregates bank, investment, crypto and property accounts for net worth tracking and answers grounded in your own data

$20/month or $204/year (Yearly billed at $17/mo; Max plan $200/mo)www.cfosilvia.com

Feature record

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23 of 71 recorded

Cost

2 / 3
Free tier
Yes
www.cfosilvia.com
Price
$20/month or $204/year (Yearly billed at $17/mo; Max plan $200/mo)
www.cfosilvia.com
Lifetime purchase
?

Connections

5 / 7
Account aggregation
Yes
www.cfosilvia.com
Connectors
Plaid
www.cfosilvia.com
Refresh more than daily
?
Manual accounts
Yes
www.cfosilvia.com
Multi-currency
?
Crypto and digital assets
Yes
www.cfosilvia.com

Transactions

6 / 13
Edit transactions
?
Create manual transactions
Yes
www.cfosilvia.com
Rules engine
?
Mass edit
?
Split transactions
?
History import
Yes
www.cfosilvia.com
Length of history
Months
www.cfosilvia.com
Import formats
CSV · PDF
www.cfosilvia.com
Nested categories
?
Custom categories
Yes
www.cfosilvia.com
Tags
?
Receipt attachments
?

Planning

2 / 16
Budgeting
?
Envelope budgeting
?
Zero-based budgeting
?
Rollover budgeting
?
Recurring transactions
?
Bills
?
Bill negotiation
?
Goal tracking
Yes
www.cfosilvia.com
Debt payoff planning
Yes
www.cfosilvia.com
Cash-flow forecasting
?
Scenario planning
?
Retirement planning
?
Subscription tracking
?
Subscription cancellation
?
Automated transfers
?
Calendar view
?

Wealth

3 / 6
Net worth
Yes
www.cfosilvia.com
Balance history import
?
Investment tracking
Yes
www.cfosilvia.com
Investment transactions
?
Real estate
Yes
www.cfosilvia.com
Investment fee analysis
?

Insight

1 / 4
Reports
?
Trends
?
Credit scores
?

Assistance

2 / 2
AI categorization
Yes
www.cfosilvia.com

Platforms

1 / 5
Interfaces
Web
www.cfosilvia.com
Full mobile app
?
Home-screen widgets
?
Customizable dashboard
?
Offline access
?

Trust

1 / 7
SOC 2
?
2FA / MFA
?
Sells or shares your data
?
Read-only bank connections
Yes
www.cfosilvia.com
Data held by
?
Self-hosting
?
Open source
?
Nothing recorded yet — 2 groups, 8 attributes

Sharing

0 / 3
Partner or household
?
Adviser access
?
Business or rental separation
?

Extending

0 / 5
Public API
?
Spreadsheet sync
?
Webhooks
?
Tax export
?
Tax filing
?

Checked against the vendor’s own pages on ; 23 attributes carry the source they came from. Every “?” is a link — one field, no account.

Price history · cheapest recurring plan

2026-09-30
First recorded at $204/year

Every step is a reviewed change to the record, from the changelog; there is no nightly capture of the vendor’s pricing page. The median is the middle annual price of the 58 live listings that charge one.

In the news · 2 mentions in 90 days

Matched on the app’s exact name from an allowlist of 36 outlets, with a personal-finance word in the headline. Anything outside that is dropped, not published. Headlines belong to their publishers. Fetched 2026-10-08.