Know where you stand. Grow what you keep.

Trellis connects to your bank, builds your family's budget, finds real savings at the stores you shop, and tracks your net worth as it grows.

Free to try. One email when we launch, nothing else.

Trellis dashboard on iPad
Trellis on iPhone
Trellis home screen with a clear weekly safe-to-spend number
01
Trellis budget with a spending wheel and category breakdowns
02
Trellis spending pace tracker for the month
03
Trellis family view of what the household can spend and save
04
Trellis 'Can I buy it?' money assistant
05
Trellis savings with a goal and a ten-year investing projection
06
Trellis retirement plan projecting savings at retirement age from linked accounts and a monthly contribution
07
Trellis Funds screen showing net worth split into cash, investments, property and debts
08
Trellis net worth history with a three-month chart and a day-by-day feed of what drove each change
09
Trellis benefits screen listing assistance programs a family may qualify for, with links to official applications
10
Trellis monthly review recapping where the money went
11
Trellis weekly meal plan, auto-generated to fit the budget
12
Trellis meals built from this week's local deals
13
Trellis deals listing discounted groceries at nearby stores
14
Trellis Funds screen in dark mode
15

Ask your money anything

Connect Trellis to your AI assistant and just ask — what you spent on groceries, what's for dinner this week, whether you're still on track to save. Real answers from your own numbers, right in the chat you already use.

Works with Claude — see how to connect

Built for the whole household

Everyone gets their own login, and you all share one view. Your meal plan, shopping list, budget, and net worth stay in sync across every account in the household — so no one's comparing notes or working from last week's numbers. Invite your partner or family, keep your details inside the household, and stay on the same page together.

Help that's already yours

Millions of families skip benefits they qualify for. If money's tight, Trellis checks your income and household size against food, health, and tax-credit programs in your state — then links straight to the official application. Every state, no labels, and nothing shared.

Your data stays private

Trellis connects to your bank read-only through Plaid — it reads transactions, it can't move money. Everything's encrypted, visible only to you and the family you invite, and never sold.

How Trellis keeps your data safe

Be first to try it.

Trellis is launching soon on iOS and Android.

No spam. Just a heads up when we launch.