Pretium: AI CFO
Pretium Investments LLC Finance iPhoneiPadiPod touch
Pretium: AI CFO is a free Finance app for iPhone and iPad by Pretium Investments LLC. Requires iOS 15.0. Updated October 4, 2026.
- Price
- Free
- on the App Store
- Size
- 6 MB
- Age 4+
- Updated
- Oct 4
- 2026 · v1.6
Screenshots
About Pretium: AI CFO
Your books, done. Your numbers, clear. Your next move, obvious. Pretium is the financial command center for small businesses. It starts with bookkeeping that runs itself, and it is built to grow into a full AI CFO that helps you see what is coming and act early. Connect your bank and let the work happen in the background. Pretium categorizes and books your transactions, checks in only about the few it is unsure of, and hands you real financial statements you can actually read. WHAT YOU GET - Automatic bookkeeping. Connect your bank securely through Plaid. AI categorizes and books transactions for you. - Smart questions, not busywork. Pretium asks only about the transactions it cannot place with confidence. - Real financial statements. Income statement, balance sheet, cash flow, trial balance, and general ledger. - See it your way. Month, quarter, and year columns, with percent of total and period and year over year comparisons. - Tap to drill down. Go from any number straight to the transactions behind it. - Reconcile on demand. Match your accounts when you want, and stop whenever you like. - Run the essentials. Invoices, bills, customers, and vendors, all in one place. - Track what you own. Add assets like your home, car, and property for a fuller picture. - Stay in the loop. Get a push the moment your books are ready. BUILT TO GROW WITH YOU Bookkeeping is the foundation. Pretium is becoming your AI CFO, with insights and cash flow forecasting that help you plan ahead, protect your runway, and make confident decisions. SECURITY YOU CAN TRUST - Bank grade security - Two factor authentication - Face ID sign in Spend less time in the weeds and more time running your business. Pretium keeps your numbers current, so you always know where you stand. Pretium is a tool to help you understand and organize your finances for your own review. It is not a substitute for professional tax, accounting, or financial advice.
What’s new
Version 1.6 · Updated October 4, 2026
Finishing setup on your phone now lands you on your dashboard. Stripe checkout opens in your browser and brings you back to the app. Face ID no longer re-prompts mid-task. The cash flow statement fits your screen and every line drills down to the entries behind it. One account list on Banking with balances, a Plan and billing row with Manage billing, and every dialog keeps keyboard focus. Fixes for refreshing mid-setup and for slow connections.
App privacy
The developer, Pretium Investments LLC, reported these privacy practices to Apple.
Data Linked to You
The following data, which may be collected and linked to your identity, may be used for the following purposes:
- Financial Info: Payment Info, Credit Info, Other Financial Info
- Contact Info: Physical Address, Email Address, Name, Phone Number, Other User Contact Info
Used for: App Functionality
Data Not Linked to You
The following data, which may be collected but is not linked to your identity, may be used for the following purposes:
- Identifiers: User ID
Used for: App Functionality
Alternatives to Pretium: AI CFO
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Trading Journal: Forex & Gold
| App | Rating | Price | Last updated | Compare |
|---|---|---|---|---|
| Pretium: AI CFO | – | Free | October 4, 2026 | |
| Pico Saving | – | Free | Jun 23, 2026 | Compare |
| Reach - Pocket CFO | 5.0 / 5 (1) | Free | Oct 12, 2026 | Compare |
| BuyProperly US | – | Free | Jun 26, 2026 | Compare |
| NALO: AI Money & Budget Track | 4.9 / 5 (16) | Free | Apr 18, 2026 | Compare |
| Roongta Securities | 5.0 / 5 (1) | Free | Aug 29, 2024 | Compare |
| Trading Journal: Forex & Gold | – | Free | Oct 4, 2026 | Compare |
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