How Avenue Works
Connect your accounts once. Then ask questions — in the app, or by text message. Avenue's AI reads your full financial picture and responds in plain English, around the clock.
AI Chat — in the app
Every page has a built-in AI chat panel. Ask follow-up questions in context — spending on a budget page, tax strategy on the tax page, market analysis on the markets page.
SMS — from your phone
Verify your number once and text Avenue like a friend. No app to open, no login required. Get balances, spending summaries, and alerts delivered straight to your messages.
Your financial brain, by text message
Avenue is built for your phone first. Add your number in settings and you can text any financial question — any time, without opening the app.
Ask anything
Natural language. No commands to memorize. Just ask like you would a person.
Daily & weekly digests
Schedule a morning summary: yesterday's spending, account balances, and any budget alerts.
Real-time alerts
Get a text the moment you go over a budget category or a large transaction posts.
Avenue
Financial AI · text any time
One AI that knows everything about your money
Avenue's AI is context-aware across every module. When you ask about spending, it knows your accounts. When you ask about taxes, it understands your income. Nothing is siloed.
Understands your full picture
Balances, transactions, investments, budget limits, subscriptions, and taxes — all in one context.
Speaks plain English
No filters to configure. Ask "where is my money going?" and get a real answer with numbers.
Context-aware on every page
The AI on the tax page knows your tax situation. The AI on budgets knows your spending limits.
Powered by Claude (Anthropic)
Built on one of the most capable reasoning models available — with strict privacy boundaries.
Budget Analysis
Tracks 11 spending categories with alerts when you overspend.
Tax Estimation
2025 federal + all-50-state estimates with EITC, AMT, credits.
Markets & Crypto
Watchlists, real-time quotes, and AI market commentary.
Subscriptions
Detects recurring charges and flags ones you may have forgotten.
Financial Planning
Simulate life events: house, retirement, salary change.
Spending Insights
Proactive patterns — categories trending up, unusual charges.
Up and running in minutes
- 01
Create your free account
Sign up with email. Your data is encrypted and never sold.
- 02
Connect your financial accounts
Plaid-powered · read-onlyUse Plaid to securely link checking, savings, credit cards, and investments in seconds. Avenue only reads — it never moves money.
- 03
Add your phone number
Optional but recommendedVerify your number for SMS access. Immediately start texting questions and schedule a daily digest.
- 04
Ask the AI anything
Open the chat panel or send a text. "What's my net worth?", "Am I over budget?", "What's my estimated tax bill?" — ask in plain English.
- 05
Set goals and let AI surface insights
Define monthly budget limits, savings targets, or tax questions. Avenue monitors your data and proactively surfaces what matters.
Ask the AI — or let it tell you
Sample questions across every area of your financial life.
Spending & Budgets
- Where did all my money go last month?
- Which category am I closest to overspending?
- How does my dining spend compare to last quarter?
Tax Estimator
- What will I owe in federal taxes this year?
- Should I take the standard deduction or itemize?
- Am I eligible for the Earned Income Credit?
Markets & Investing
- Is Apple still a good buy at this price?
- How is my watchlist performing this week?
- What's driving the S&P 500 move today?
Financial Planner
- Can I afford a $1.5M house on my income?
- What if I retire at 55 — can I make it?
- How much do I need to save per month to hit $1M?
AI responses are for informational purposes only. Tax estimates and market analysis do not constitute professional tax, legal, or investment advice. Consult a licensed professional for personalized guidance.
Your data stays private
Avenue reads your financial data to answer your questions — it never stores raw account credentials, never moves your money, and never trains AI models on your personal information. Bank connections are read-only through Plaid's bank-grade encryption.
Everything included
Ready to let AI run your finances?
Connect your accounts, add your phone number, and ask Avenue anything — starting today.