Nesta unifies personal and business finance into one intelligent platform. Connect your accounts, see everything, and let AI surface money you might be leaving on the table. When you're ready, Your Steward can run the trading desk too — autonomous, fenced, and yours to switch off.
Already have an account? Sign in
Read-only bank connections. Your data is never sold.
Nesta changes that.
Nesta's AI analyzes transactions across your personal and business accounts. It surfaces deductions that are easy to miss, scores each one by confidence, and tells you exactly what to bring to your CPA.
Not a chatbot guessing — pattern recognition across your actual financial data, with a confidence score on every suggestion.
Your Steward is an AI portfolio manager who runs a live brokerage account you own. She works toward a daily target against a hard daily loss cap, keeps protective stop-losses in place, and reports what each strategy returned — in her own words, as she saw it. She only ever acts inside the limits you set.
Trading is a separate area of Nesta — it stays off until you switch it on, by your own judgment. She never touches your bank accounts: bank connections stay read-only, always. When you want her to stop, you pause her in one move.
Some platforms answer with one setting: fully autonomous, no per-trade approval, ever. Others answer with the opposite — you approve every trade, forever. Steward doesn’t pick a side. It gives you three, and you choose per strategy.
She surfaces the trade and her reasoning. You place it yourself.
She stages the trade and waits for your yes — one tap, before anything executes.
She executes inside the caps you set — daily loss limit, protective stops — no per-trade approval.
Same Steward, same guardrails, different amounts of her judgment you’re willing to trust today. Set it per strategy. Change it whenever you want.
The Steward greets you the moment you arrive and runs the desk only when you hand her the keys — your strategies, your guardrails, your call. You can always step in.
Every recommendation comes with a confidence score and an explanation. Nesta shows its work. You decide what to act on.
Nesta never sells your data, never shares it with advertisers, and never trains public AI models on your finances.
On your accounts, Nesta suggests and you decide — no automatic transactions, ever. The trading desk is the one exception, and only because you switched it on. AI is the analyst — you're the CEO.
Whether you're a freelancer with your first client, a founder scaling your team, a consultant running multiple engagements, or a business owner managing locations and payroll — Nesta grows with you. One platform from day one to year ten and beyond.
Connect your personal and business accounts and see your whole financial picture in one place.
Get StartedQuestions? [email protected]