✦ Agentic Family Finance

Snap a receipt.
Build family wealth.

SpendCycle helps parents capture everyday child expenses, automatically classify them, and reimburse themselves from custodial investment accounts.

Snap a receipt. Our agents handle the rest.

Get Started — $6/mo See how it works

One receipt. Three steps. Fully reconciled.

From a photo on your phone to a settled custodial transaction — completely automated.

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Step 1

Upload a receipt

Snap a photo of any qualifying child expense and upload it to SpendCycle.

Sports gear Tutoring School supplies Camps Activities
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Step 2

Agents process everything

Three AI agents classify the expense, verify compliance with custodial rules, and determine how to fund the reimbursement.

Step 3

Expense settled

Your custodial ledger, portfolio, and reimbursement account are updated automatically. No spreadsheets. No manual entries.

The operating system for family wealth building.

Parents want to invest for their children, but today's tools are fragmented. SpendCycle unifies everything into one automated system.

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Custodial Investing

Automated UTMA investment accounts that grow while you spend

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Expense Tracking

Every receipt captured, classified, and stored for a complete financial record

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Reimbursements

Automated transfers from custodial accounts to reimburse qualifying expenses

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Financial Education

Teach children about investing, saving, and smart spending from day one

Everything you need.
Nothing you don't.

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Receipt Pilot

AI reads your receipt photos and creates structured financial entries instantly. No manual data entry, ever.

Tax-Aware Expense Validation

SpendCycle ensures every reimbursement follows IRS Kiddie Tax rules and custodial account guidelines — automatically.

Smart Reimbursement Engine

The system automatically determines the best way to fund reimbursements from your custodial account — cash or portfolio.

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Automated Portfolios Coming Soon

Prebuilt portfolio options designed around risk tolerance, time horizon, and expected spending needs. Learn more →

Invest smarter for your child's future

Custodial accounts don't have to sit idle. SpendCycle's upcoming Automated Portfolios match your investment horizon, liquidity needs, and risk profile — so your child's account grows alongside their expenses.

Combined with Receipt Pilot, investment income can flow directly toward qualifying child expenses — with a full audit trail, automatically.

Explore Automated Portfolios →
Illustrative UTMA Example
Hypothetical figures only — not a projection or guarantee.
Portfolio Value $27,000
Hypothetical Annual Return 10% (illustrative)
Hypothetical Monthly Income $270 / mo
Est. Annual Tax Liability* ~$135
Est. After-Tax Monthly Income ~$259 / mo
*Based on IRS Kiddie Tax rules. Illustrative only. Actual results vary. Not tax advice — consult a qualified tax professional. Full details →

Simple pricing for growing families

Start with Receipt Pilot today. Expand into multi-account and investing workflows as SpendCycle grows.

Available Now

SpendCycle Starter

$ 6 / month

Receipt Pilot for one custodial account. Upload a receipt, let AI create the reimbursement, and track it from intake through disbursed.

  • 1 custodial account
  • Receipt Pilot AI
  • Auto-creates reimbursement from receipt
  • Reimbursement lifecycle tracking
  • Receipt cloud storage
  • Dashboard
Get Started
Coming Soon

Accounting Family

$ 12 / month

Receipt and reimbursement management for multiple children. For families managing several custodial accounts in one place.

  • Up to 5 custodial accounts
  • Everything in Starter
  • Multi-child dashboard
  • Account-level reporting
Coming Soon
Coming Soon

Investment Starter

$ 18 / month

Add portfolio automation to the workflow. For families who want custodial investing and portfolio-linked reimbursement flows.

  • 1 custodial account
  • Everything in Starter
  • Custodial portfolio automation
  • Automated managed investing
  • Portfolio-aware reimbursements
Coming Soon
Coming Soon

Investment Family

$ 30 / month

Full family-level investing and reimbursement automation. For households managing multiple child accounts with a complete wealth workflow.

  • Up to 5 custodial accounts
  • Everything in Investment Starter
  • Family portfolio dashboard
  • Multi-account investing automation
Coming Soon

Only SpendCycle Starter is available in the current MVP release. Additional accounting and investing tiers are planned for future phases. Cancel anytime — see our Terms of Service for full details.

Ready to build family wealth automatically?

SpendCycle Starter is available now at $6/month. Create your account, connect a custodial account, and let Receipt Pilot handle the rest.

Create Account — $6/mo Log In to Existing Account

By creating an account, you agree to our Terms of Service and Privacy Policy.

🔒Bank-Level Security
📋IRS Compliant
🛡️FDIC Insured Cash
⚖️UTMA Rule Guidance
🔍Full Audit Trail