An AI financial review is a regular pass over your money, done by your own agent: what changed, what is leaking, and what actually needs a decision from you. With Candor, it runs quietly in the background and reaches you only when something matters.
How it works with your agent
New and changed recurring charges. Prices that crept. Fees that could be avoided or reversed. Trials about to convert. Cash earning less than it should. Budget drift before the month is gone. Progress against your goals, and the obligations coming due. None of it is exotic. What is new is that someone finally does it every day instead of never.
A review is only useful if you can trust it. Every finding your agent raises traces back to actual records: the two Netflix charges side by side, the bill's price history, the balance that sat idle. Candor keeps the evidence attached, so 'you are being double billed' comes with the transactions that prove it.
A human advisor reviews your finances a couple of times a year, after the fee posted, after the trial converted, after the rate expired. A background review catches things at the moment they are cheapest to fix: the trial three days before it bills, the fee inside its dispute window, the price change on the statement where it first appeared.
Most financial resolutions die between sessions. Here they persist: when you decide to cancel, dispute, or move money, your agent records the decision and checks back later that the refund landed, the charge stopped, or the transfer went through. The review is not finished when it finds something. It is finished when the result shows up in your accounts.
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One message to the agent you already use. You see the price before anything private, approve the access and accounts yourself, and your agent is working within minutes.