Your financial life,
finally organized.
One firm. Every financial need. Real advisors, AI tools.
Trusted by hundreds of clients across tax, lending, and wealth.
Everything you need, under one roof.
Automate your wealth.
Wealth management, elevated.
One Ledger. Three ways in.
The same intelligence behind your household, your business, or your firm.
Your whole money picture — accounts, credit, debt payoff, IRS transcripts, and AiMe, your AI financial advisor. Start free.
Start free →Books on autopilot for $29/month — AI categorization, monthly P&L, tax-ready year-end, and a real tax team attached.
See Ledger Lite →Every client's books on one AI platform at $29/client/month. Your clients, your rates — the rest is your margin.
See Ledger Pro →How Fidelis works
Our advisors are in the loop at every step. AI handles the speed work.
Start with a free account. No credit card required. Tell us about your financial situation.
AiMe maps your situation — tax exposure, debt structure, wealth gaps. Your advisor reviews and acts.
Apply for services. Your advisor takes it from there — with AI doing the heavy lifting behind the scenes.
What our clients say
“The IRS had been sending letters for three years. Fidelis helped me understand my options and negotiate a settlement I could actually afford.”
“I needed capital to expand my restaurant and couldn't get a straight answer from my bank. Fidelis connected me with a lender and I closed in three weeks.”
“AiMe answered questions in five minutes that my accountant had been vague about for two years. It actually explained my tax situation in plain English.”
Client testimonials are representative of individual experiences. Results may vary.
Human Driven, AI Enhanced
Your financial life, in one place.
Taxes, books, loans, investments, and documents — organized by AI, reviewed by your advisor.
Get started free →Fidelis Ledger — AI tools, human judgment
Start free. Your AI financial guide is already waiting. Upgrade when you need your advisor in the room. See full comparison →
Free
Get organized
- Up to 3 accounts (manual)
- Budget & goal tracking
- Basic net worth snapshot
- Unlimited document vault
- 5 AiMe questions/month
Clarity
Get clear
- All Free features included
- Up to 10 connected accounts
- Net worth & portfolio view
- 50 AiMe questions/month
Intelligence
Get ahead
- Everything in Clarity
- Unlimited accounts
- 1M AiMe tokens/mo
- Financial plan generation
- Quarterly advisor review
Referrals & Affiliates
Know someone who needs Fidelis?
CPAs, advisors, attorneys, and anyone with a network earn monthly revenue share on collected fees from every client they refer. Track it all in a real-time portal.
For Our Partners →Bank-level encryption · Plain-language disclosures · DocuSign integrated · SOC 2 in progress