lukrio
Personal finance assistant

Your personal finance assistant lives on WhatsApp.

Not another app. Not a human advisor. Meet Daniel — the assistant that logs your expenses, organizes income, alerts you before you blow your budget, and answers anything you ask, in the app you already have open.

No credit card · Nothing to install · 24/7
D
Daniel · Lukrio
online
how much can I save this month?
You can save $520 💰
17% of your salary.
log $80 for gas
Done ✓
$80 · Transport · today
am I on track?
You've spent $3,180 · 86% of the month 📊
1
App (the one you already use)
24/7
Always available
4
Input formats
$0
To get started
The gap that exists today

Between the chaos of Excel and the cost of an advisor

Most people are stuck between two bad extremes. Something is missing in the middle.

📊

Excel and traditional apps

They give you tools. You do all the work. 80% abandon them in less than 2 months.

📚

Finance courses and books

They give you knowledge. But knowledge without daily execution changes nothing — and daily discipline is what fails.

👔

Human financial advisor

Gives you judgment for big decisions. But it costs $80–300/session and isn't there when you wonder whether to spend $50 on a Tuesday.

What's missing is something daily, accessible, and always present. That's a personal finance assistant.

What it does for you

A personal finance assistant does 6 things

None of them is revolutionary on its own. But together, every day, they change your relationship with money.

1

Logs without you thinking

Send "coffee $5" — text, voice, or a photo of the receipt. It understands, categorizes, and saves.

2

Answers what you ask

"How much have I spent on dining?", "am I on track?", "how much do I have left for the month?" — no reports to open.

3

Warns before it's too late

"You're at 90% of your Food budget with 8 days to go" — proactive, never invasive.

4

Helps you decide

"Can I spend $200 this weekend?" — calculated against your month, your goals, and your available margin.

5

Helps you save

Sets goals, tracks progress, suggests adjustments. Goals stop being a forgotten note and become alive.

6

Teaches when you need it

Ask "what's an emergency fund?" and you'll get a clear answer. No lectures: it teaches when you ask.

Comparison

Assistant, advisor, or app: which when

They aren't the same thing. They don't compete. They cover different layers of your financial life.

Feature Traditional app Human advisor Lukrio assistant
Available 24/7
Conversational
Auto-logs entries ~
Day-to-day decisions ~
Big investment decisions
Monthly cost $0–$10 $80–300 $7

The assistant doesn't replace the advisor. If you're managing significant wealth or planning retirement, keep your human advisor. The assistant is for everything else — 95% of your daily financial life.

Real conversations

Things you can say to Daniel

No menus. No buttons. Talk like you would with anyone else.

To log
"coffee $5"
"paid $1,200 rent"
"got my $3k paycheck"
[voice: "spent $80 at the gas station"]
To understand
"how much have I spent on dining this month?"
"where did my money go last week?"
"send me my month summary"
"how does my transport spend compare to last month?"
To decide
"can I spend $200 this weekend?"
"how much can I save this month?"
"am I on track with my budget?"
"should I cut anything this month?"
To learn
"what's an emergency fund?"
"explain the 50/30/20 method"
"how much should I save monthly?"
"how do I set a savings goal?"
What people say

From Excel chaos to a real assistant

★★★★★

"I ask 'am I on track?' and get real numbers back. It's like having a pocket accountant — without the cost or having to open anything."

Camila T.
Consultant · Miami
★★★★★

"I tried 4 apps in 2 years. Deleted all of them. Lukrio is the first one that stuck because I don't have to open it — it was already in my WhatsApp."

Rodrigo M.
Engineer · San Francisco
★★★★★

"The best part: it warns me before I screw up. When I hit 90% of food budget it says 'careful' — without me checking any dashboard."

Ana L.
Designer · Chicago
FAQ

Frequently asked

What is a personal finance assistant?

It's a tool or service that helps you understand, organize, and decide better with your money every day. Unlike a financial advisor (a regulated and expensive role), an assistant works with you on the day-to-day: it logs expenses, categorizes them, alerts you when you go over budget, and answers concrete questions like 'how much have I spent this month?'.

How is it different from a traditional app?

A traditional app shows you reports — but you do all the work of capturing data. A conversational assistant like Lukrio captures, classifies, and answers for you, where you already chat (WhatsApp). User effort drops from 'maintaining a spreadsheet' to 'sending a message'.

Does it replace a human financial advisor?

No. A human advisor is for big, regulated decisions: retirement plans, complex investments, estate planning. An assistant like Lukrio is for the day-to-day — expenses, income, budgets, and habits. They work in different layers and complement each other.

Is it safe to share everything with an assistant on WhatsApp?

Yes, within the limits of WhatsApp and Lukrio. We don't ask for bank credentials, we don't connect to your bank, and data travels through WhatsApp's encrypted infrastructure. Lukrio only stores what you tell it — your information, in your account.

What can I ask Daniel, the Lukrio assistant?

Concrete and useful things: 'how much did I spend on restaurants this month?', 'am I on track with my transport budget?', 'how much can I save this month if I keep this pace?', 'log $80 of gas', 'send me my month summary'. Daniel is built to answer, not to lecture.

Does the assistant have limits?

Yes, and that's a good thing. Daniel does not recommend investment products, doesn't predict markets, and won't tell you 'buy this'. It helps you understand your numbers, build habits, and make better decisions — but the big calls are still yours.

Keep exploring

Your finance assistant is waiting.
On WhatsApp.

14 days free, no credit card. If it's not for you, just text "delete my account".

Get started