Plainly Digital

Patet

An AI money coach that reads your real bank data.

Glyphe is an AI money coach (Claude Sonnet 4.6) that reads your real Plaid transactions and uploaded bank statements, then coaches you in plain English. Spent $80 on takeout this week? Glyphe surfaces it, names the pattern, and assigns the lesson — multi-turn, in your context, not as a passive feed. 121 lessons across 18 modules supply the curriculum Glyphe draws from.

Live web app, in beta · iOS + Android coming

Live now

Patet is running in beta at patet.plainlydigital.com

Create an account, connect your bank read-only through Plaid (or upload statements), and Glyphe starts coaching against your real transactions. No install required — native iOS and Android builds follow.

Launch the app →
The live Patet web app: 'Money skills + your real bank data + an AI coach', with a Let's get started button.
The live Patet web app at patet.plainlydigital.com.

What it does

  • Glyphe AI coach (Claude Sonnet 4.6) reads your real Plaid transactions + uploaded statements and coaches in plain English
  • AI extracts transactions from PDF / CSV / Excel statement uploads if you don't want Plaid
  • Plaid-driven lesson assignment: AI picks the lesson that matches your actual spending pattern
  • Money Personality, Money Roast, Future You Visualizer, weekly Money Wrapped recap — all AI-generated
  • Curriculum layer: 121 lessons across 18 modules — budgeting, debt, investing, taxes, retirement
  • Patet Certified™ credential — AI-graded 50-question assessment, shareable on LinkedIn
  • Crisis routing always free, regardless of tier (Unicode-normalized text classification)

Pricing

Free

$0

10 coach calls/day · 60/mo · all 121 lessons.

Pro+

$57.99/yr

80 calls/day · Sonnet model on coach · priority feed.

Glyphe

Pattern detected · 90 days

DoorDash is up $112

You went from 4 orders/mo to 9 since March. That's not a budget problem — it's a "rough week, didn't cook" pattern. Want the lesson on emotional spending or the one on subscription audit?

Lesson 4.4 → Lesson 4.5 →
Preview — Coach reading your spending

Privacy summary

Bank connections via Plaid are read-only — Patet cannot move money. Plaid tokens are encrypted with AES-256-GCM. Coach conversations are sent to Anthropic's API for one-time processing — not retained, not used for training. Uploaded statements are parsed in memory, never stored as files; only extracted transactions are kept, and you can delete them in two taps.

Read the full privacy policy and terms of service.