Receive personalized monthly financial statements prepared by a licensed CPA. Understand your spending, net worth, and financial health with clear, jargon-free reports. Access all your accounts and communicate directly with your CPA.
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September 29, 2026
Stewardfi provides personalized monthly financial statements and analysis prepared by a licensed CPA. It aims to give users a clear understanding of their money without accounting jargon.
Bank connections are read-only through Plaid, meaning Stewardfi never sees your banking credentials and cannot move money. Your data is encrypted, and you can delete your account and data at any time from within the app.
Each month, you receive three plain-language financial statements: one detailing where your money went, another on what you own and owe, and a third on your financial safety net. These are designed to be easily understood by anyone.
Yes, the app allows you to see every transaction categorized and searchable. Spending is broken down by category, with options to drill down for more detail.
Yes, Stewardfi offers personal, business, and consolidated views, making it suitable for individuals who run a side business alongside their personal finances.
The app was last updated on 2026-09-29, indicating ongoing development and support from the developer, Stewardfi LLC.
Stewardfi is available for iPhone and iPod devices, as indicated by its supported devices list.
No, Stewardfi does not contain advertisements. The app is free to use and does not have ads.
