| What it does | AI operating system for finance teams
| An AI family office for households with businesses, property, and financial work to keep up with
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| Stage | Established
| Startup
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| Founded | 2015
| 2025
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| Based in | US
| US
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| Pricing model | Contact for pricing
| Freemium
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| Pricing | Professional plan: 2 Users, 1 Integration, Unlimited Dashboards, Reporting & Planning, Datarails® AI Agents, Standard Support. Premium plan: Everything in Professional plus Spend, 5 Users, 2 Integrations, Premium support. Expert plan: Everything in Premium plus Cash Management, Receivables, 15 Users
| Free account: $0. X1 Wealth membership: $97/month or $997/year. Advisor Pro (1 seat, 10 households): $499/month. Team (3 seats, 18 households): $899/month. Practice (5 seats, 30 households): $1,499/month. Additional households: $50/month. Additional seats: $149/month.
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| Key features | - Connects to 600+ data sources including ERPs, CRMs, HR platforms, banks, and spreadsheets
- Excel-native integration allowing users to keep existing models
- Automated consolidation with multi-entity, multi-currency support
- Real-time dashboards and reporting
- AI-powered agents for automated analysis and insights
- Version control and audit trails
- FinanceOS AI Connector for integration with third-party AI tools
- Spend control and approval workflows
- Month-end close workflows with automated reconciliations
- Cash management with multi-entity visibility and 13-week forecasting
| - Document organization and filing under entities
- Question answering from household records
- Document vault with search
- Tax return reviews
- Estate plan reviews
- Weekly Brief with upcoming deadlines
- Live bank and account connections
- Family governance decision rules
- Household readiness tracking
- AI assistant integration with Claude and ChatGPT
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| What makes it different | - Governed, auditable AI outputs grounded in consolidated, reconciled financial data
- Excel-native design that preserves existing models while adding governed data connectivity
- Single platform for all CFO office workflows eliminating disconnected systems
- No IT required for implementation and consolidation
- Consolidates complexity including multiple entities, currencies, and file formats automatically
| - Reads and automatically organizes financial documents under the correct entities
- Identifies discrepancies between documents like conflicting K-1s and operating agreements
- Prepares questions for professionals with supporting documents and sources
- Keeps all household information in one record instead of scattered across professionals
- Launched May 2025 with real customer usage in advisory practices
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| Community votes | 0 | 0 |
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| DR (Domain Rating by Ahrefs) | 70 ▲ +1 (up) since last check | 33 ● no change since last check |
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| Trust Flow (Majestic) | 18 | 9 |
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| Citation Flow (Majestic) | 43 | 31 |
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| Referring domains (Majestic) | 2529 | 75 |
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Datarails®
X1 Wealth