Agentic AI · Transfer
An agent that moves your money before you ask.
A Transfer agent that watches every account in real time, predicts shortfalls, and shuttles funds where they're earning or where they're needed.
What the agent would do
A glimpse of transfer, fully agentic.
- ✓Auto-sweeps idle checking into 4.20% savings each Friday
- ✓Detects upcoming bills and pre-funds the right account
- ✓Splits paychecks across goals based on your priorities
- ✓Reverses or pauses any transfer with a one-line instruction
🤖KAI · Transfer Agent
My rent hits on the 1st — make sure checking is covered.
You'll be $480 short on the 1st. I can pull $500 from savings on the 31st (keeps your APY intact for the month) or move $500 from your brokerage cash sweep. Which one?
Use savings. And do this every month from now on.
Done. I've set a recurring rule: 24 hours before rent, top up checking to cover it from savings. I'll notify you each time and stop if your savings dips below your $10k floor.