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Auditable financial intelligence for advice firms.

Give advisers an AI assistant that answers from a client’s books, without asking a model to do the sums.

Become a design partner How a pilot works

The client cockpit

A client’s finances, in one balanced ledger.

Statements and feeds in; net worth, cash flow, investments and tax out.

IN Bank feeds Through SimpleFIN, on a schedule Statements OFX, QIF, camt.053, MT940, CSV, Excel or PDF Entries Drafted by AI, confirmed by a person, or typed exactly One ledger Double-entry, always balanced Reviewed before it is booked, and never booked twice OUT Net worth Cash flow and safe to spend Investments and their returns Tax, line by line, with sources PLANNED A firm’s view across many households, each with the client’s consent IN Bank feeds Through SimpleFIN, on a schedule Statements OFX, QIF, camt.053, MT940, CSV, Excel or PDF Entries Drafted by AI, confirmed by a person, or typed exactly One ledger Double-entry, always balanced; reviewed before it is booked, and never booked twice OUT Net worth Cash flow and safe to spend Investments and their returns Tax, line by line, with sources PLANNED A firm’s view across many households, with consent

The AI assistant

Every number in the answer is Salli’s.

Your adviser’s AI asks Salli, quotes the figures, and leaves the judgement to the adviser.

  • Told to quote only Salli’s figures
  • Salli ranks no option
  • Asks before it records a decision
  • Can draft tax rules, never activate them

Connecting an AI client

A question, computed Test data
  1. The question

    “A 5,000.00 bonus: pay off the 4.5% loan, or invest it?”

  2. Your AI asks Salli

    compare_options Invest Pay down

  3. Salli computes

    Net worth in 10 years, at a 4% real return EUR

    Invest
    +2,404.72
    Pay down
    +2,558.51
    Break-even return
    4.51%

    Assumptions, versions and a hash recorded with every result

  4. Your AI explains

    “Below a 4.51% real return, paying off the loan ends ahead; from 4.51%, investing does. Which return to expect is your call.”

Numbers from Salli, words from the AI. Figures from salli-core’s golden test household, not anyone’s money.

Tax and scenarios

Each option computed, and the point where the answer turns.

Below a 4.51% real return, paying off the 4.5% loan ends ahead; from 4.51%, investing does.

1,000 2,000 3,000 4,000 5,000 2%3%4%5%6%7%Real return a year, after inflation ← Paying down ends ahead Investing ends ahead → Break-even 4.51% The loan costs 4.5% Invest Pay down At a 4% return Invest 2,404.72 Pay down 2,558.51 ← Pay down ahead Invest ahead → Invest Pay down 1,000 2,000 3,000 4,000 5,000 2%3%4%5%6%7%Real return a year, after inflation Break-even 4.51% The loan costs 4.5% At 4%: invest 2,404.72, pay down 2,558.51
Net worth after ten years against the baseline, in EUR, for a 5,000.00 bonus on salli-core’s golden test household, computed by Salli’s scenario engine.
salli.tax/1

A rule set, in part

{
  "schema": "salli.tax/1",
  "jurisdiction": { "country": "XA", "region": null },
  "year": { "label": "2031",
            "start": "2031-01-01", "end": "2031-12-31" },
  "currency": "USD",
  "sources": [{ "id": "act", "title": "Income Tax Act",
                "url": "https://example.org/act" }],
  "band_tables": { "main": {
    "bands": [{ "upto": "40000", "rate": "0.20" },
              { "upto": null, "rate": "0.40" }],
    "source": "act" } },
  "examples": [{ "name": "Salary of 30,000", "source": "act",
    "inputs": { "salary": "30000" },
    "expected": { "payable": "3600" } }]
}
From docs/taxrules.md

Your jurisdiction’s rules, as cited data.

  • Every figure cites its source
  • Checked against the authority’s worked examples
  • Activated by a person at a terminal
  • Each computation keeps the version that made it
  • Scenarios after tax, by the client’s active rules
  • A sale’s gain from the client’s own lots, taxed

The tax rules format Tax in scenarios Rent or buy, and holdings

Design partners

How a pilot works.

Seven stages, each with a test it has to pass. A demo that looked good is not one of them.

PAID · 4 TO 6 WEEKS · YOUR OWN CLIENT CASES · ALONGSIDE YOUR WORKFLOW 1 Baseline 10 to 30 client cases chosen; today’s time and errors measured IT ENDS WHEN Baseline signed off 2 Import Statements loaded, balances reconciled IT ENDS WHEN Data complete 3 Compute Ledger, reports, planning and tax run IT ENDS WHEN Outputs match agreed references 4 Agent workflow Advisers ask through Salli’s tools IT ENDS WHEN Every number traced to Salli 5 Parallel run Your workflow and Salli, side by side IT ENDS WHEN Differences reviewed by your professional 6 Review Time, errors and experience measured IT ENDS WHEN A business case, agreed or not 7 Decide Security, legal and commercial review IT ENDS WHEN An order, or a reason not to MEASURED ON Reconciliation accuracy Time saved PAID · 4 TO 6 WEEKS YOUR OWN CLIENT CASES, ALONGSIDE YOUR WORKFLOW 1 Baseline 10 to 30 client cases chosen; today’s time and errors measured IT ENDS WHEN Baseline signed off 2 Import Statements loaded, balances reconciled IT ENDS WHEN Data complete 3 Compute Ledger, reports, planning and tax run IT ENDS WHEN Outputs match agreed references 4 Agent workflow Advisers ask through Salli’s tools IT ENDS WHEN Every number traced to Salli 5 Parallel run Your workflow and Salli, side by side IT ENDS WHEN Differences reviewed by your professional 6 Review Time, errors and experience measured IT ENDS WHEN A business case, agreed or not 7 Decide Security, legal and commercial review IT ENDS WHEN An order, or a reason not to MEASURED ON Reconciliation accuracy Time saved

Run it where your clients’ data has to live.

  1. Now Self-hosted On your own servers, with Docker Compose. AGPL-3.0. Three steps
  2. Planned Commercial licence The same Salli, for firms that can’t take on the AGPL. Ask us. The contributor agreement
  3. Planned Managed for firms Hosted and run by Leaf Monkey Labs. No dates or prices yet.

What a security review will find.

What is true today, with a link to the proof, and what isn’t there yet.

Everything on the trust page

Not yet

  • No certifications yet No SOC 2, no ISO 27001
  • No single sign-on yet Salli keeps its own accounts
  • No firm-level roles yet The owner adds members, each with their own ledger
  • No external security assessment yet No penetration test to share

Become a design partner.

A paid pilot of four to six weeks on your own client cases, run alongside the way you work today.

Become a design partner Self-host Salli

By email to hello@salli.money. No form, no tracking.