Meet Taka, Your AI Personal CFO

Achieve your financial goals without living in spreadsheets.
Taka brings expert-level, visualized insight to every decision you make.

Achieve your financial goals without living in spreadsheets. Taka brings expert-level, visualized insight to every decision you make.

Tell Taka your goal

📈 I want to grow my monthly revenue 💸 I want to build more passive income 🏥 I want to build an emergency fund 💹 I want to understand my business’ cash flow 🚀 I want to plan for expansion

🏝️ I want to retire comfortably by 60 🏠 I want to buy my first home 💰 I want to reduce my monthly spend 🎓 I want to fund my kids’ education 🚗 I want to save for a new car

Taka takes care of the rest

Finding research sources

Deep Research & Analysis

Instant Insights

Comprehensive Discovery

Skip hours of research and quickly connect the dots. Taka digs deep into what matters for your specific situation and builds comprehensive analysis you can work with over time.

Persistent Knowledge Base

Broad Understanding

Goal Tracking

Drop in your tax returns, bank statements, or any financial documents. Taka learns your complete picture and guides you toward your goals, remembering every detail along the way.

Knowledge Base

Share any relevant financial documents

monthly_spending_may2025.csv

City Comparison Overview

Compare cities by lifestyle and cost—higher values reflect better conditions or higher costs.

Dynamic Visualization

Intuitive Graphs

Just-in-Time Visuals

Work through any financial question with interactive visuals that build themselves. Everything updates automatically so you can dig into the details, spot patterns, and understand exactly what you need to know.

Collaborative Conversation

Engaging Dialogue

Active Collaboration

Have ongoing conversations about your goals with Taka as your trusted partner. Dive deep into complex decisions, and get guidance that strengthens with each interaction.

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FAQs

What is Taka?

How can I get started with Taka?

How do I explore different scenarios with Taka?

Does Taka provide financial advice?

How does Taka work?

Is my financial data secure with Taka?

What is Taka?

How can I get started with Taka?

How do I explore different scenarios with Taka?

Does Taka provide financial advice?

How does Taka work?

Is my financial data secure with Taka?

What is Taka?

How can I get started with Taka?

How do I explore different scenarios with Taka?

Does Taka provide financial advice?

How does Taka work?

Is my financial data secure with Taka?

TAKA

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