Connor Heidemann
Private Personal Finance Platform · In Development

Moo & Wolf + Marley

A financial operating platform for transactions, planning, connected-account architecture, and AI-assisted financial workflows.

All public screenshots will use synthetic demo data. No real balances, account details, transaction descriptions, or private household information will be published.

What it does

The current system combines a unified financial ledger, occurrence-based bill planning, budgeting, payday and cash-flow guidance, goals, hourly-work context, debt/assets, net-worth tracking, and connected-account infrastructure.

AI assistants

Moo, Wolf, and Marley provide distinct assistant experiences over a bounded financial snapshot. Model-proposed ledger writes require explicit user confirmation, and the assistant cannot move money.

Technical direction

The current implementation uses React, TypeScript, Vite, Supabase, server-side Anthropic model access, and a Plaid-oriented connected-account pipeline. Broader consumer productization and assistant customization are active development areas.