A dedicated partner portal with AI health scores, budget tools, and co-branded reports. Powered by PennySlice AI, branded for you.
Financial coaches managing client budgets and spending habits
Advisors who want data-driven insights without manual spreadsheet reviews
Practices looking for a white-label AI expense tool for their clients
A dedicated portal built for financial professionals. Not a stripped-down version of the consumer app.
Invite clients by email or bulk CSV. Track onboarding status, manage your roster, and remove clients when engagement ends — they seamlessly transition to their own plan.
Each client gets an AI-computed health score (0–100) that predicts whether they're on track, drifting, or headed for trouble. Prioritize your coaching time on whoever needs it most.
View client spending by category and edit their budgets for the current or upcoming month. You see aggregated spending — never individual transactions — preserving client privacy.
Download monthly AI-generated financial reports stamped with your brand name. Share them as professional deliverables that reinforce the value of your coaching.
Exchange coaching notes with each client directly inside PennySlice. Tag notes to specific budget categories for targeted advice. Both you and your client see the conversation.
Partners see aggregated category spending, health scores, and budget targets — never individual transactions, merchant names, or raw bank data. Your clients stay in control of their data.
From application to active coaching in four steps.
Fill out a quick inquiry. We'll set you up with a partner account and onboarding kit.
Send invites by email or CSV. Clients sign up with their own PennySlice account linked to your practice.
Pick and choose from PennySlice's AI features and combine them with your own coaching services. You define the plan, you set the price.
Use health scores, budget views, and AI reports to deliver data-driven coaching — without manually reviewing spreadsheets.
Pick and choose from PennySlice's AI features and combine them with your own coaching services. You define the plan and the price for your clients. No fixed tiers, no per-seat licensing.
No commitment required. We'll walk you through the portal.