Finances, entities, legal, taxes, documents, passwords, and automation — unified in one instance that you own. AI-driven with full MCP so your agent of choice can operate the platform.
WisemanOS exposes a full Model Context Protocol (MCP) server. Create an API key in Settings, point Cursor, Claude, ChatGPT, or Perplexity at your instance, and your agent operates the platform — create entities, classify inbox documents, query net worth, and more.
60+ tools mirror the entire API. Write operations require explicit scope. Your chat agent of choice becomes your estate co-pilot.
Each area is its own workspace — permission-gated per user, connected through a single data model.
Track LLCs, S-corps, trusts, and estates with formation details, EINs, and fiscal years. Assign ownership to family members or other entities — with share counts or percentages.
Each sheet is a balance-sheet container — personal, each LLC, a trust. Assets, liabilities, and credit lines roll up to net worth across your entire estate.
| Asset | Type | Value |
|---|---|---|
| Business Interest | Entity link | $1,800,000 |
| Operating Account | Bank · Stripe | $142,300 |
| Commercial Mortgage | Liability | −$340,000 |
Track tangible property — vehicles, electronics, jewelry, collectibles — with barcodes, photos, condition, warranty, and location. Assign each item to a sheet and its replacement value lands on your balance sheet.
| Item | Category | Sheet | Value |
|---|---|---|---|
| 2024 Range Rover | Vehicle | Personal | $98,000 |
| Mac Studio M2 | Electronics | Holdings LLC | $4,200 |
| Rolex Submariner | Jewelry | Personal | $14,500 |
Crane Ledger brings full double-entry accounting to each business entity — chart of accounts, journal entries, trial balance, and financial reports. Bank links in accounting mode import transactions into the ledger.
| Account | Debit | Credit |
|---|---|---|
| 1000 · Cash | $12,400 | — |
| 4000 · Revenue | — | $12,400 |
Track tax entities, years, and filings across jurisdictions. Monitor IRS and state notices, deadlines, and resolution status — linked to your business entities and legal structure.
| Filing | Due | Status |
|---|---|---|
| Form 1065 · Holdings LLC | Mar 15 | Due soon |
| Form 1040 · Personal | Apr 15 | In progress |
| State Franchise Tax | Jan 31 | Filed |
Track legal matters across 15 categories — estate planning, family law, litigation, corporate, insurance, and more. Link documents, parties, financial amounts, and attorneys to each matter.
Scan or email documents into the inbox. OCR extracts text for search. Classify into finances, legal, medical, tax, or identity — and route into the permanent vault with auto-generated folder trees.
Store logins, secure notes, credit cards, passports, and crypto wallets — encrypted at rest. Import from Apple Passwords or 1Password CSV exports so your family has one repository if a will or trust needs access.
Build an interactive family tree with relationships, contact info, and notes. Family members link to entity ownership, legal matters, medical records, and document classification.
Upload and organize medical documents — prescriptions, lab results, vaccinations, imaging — tagged by family member and record type. OCR, search, and share links like the rest of your document vault.
Connect the services you already use. Your credentials stay in your instance — encrypted, never shared.
Add your Stripe keys and link bank accounts, credit cards, and mortgages. Balances sync daily onto your balance sheets.
Connect Stripe merchant or RevenueCat credentials per entity. Track charges, MRR, and subscription revenue automatically.
Import from Apple Passwords or 1Password CSV into the estate vault. Smart merge on re-import — add, update, or skip unchanged.
Preset and custom roles gate every section — from view-only accountant to full Owner access.
Managed PostgreSQL with PITR keeps your estate's history safe and restorable.
Build TV and tablet display layouts for net worth, agents, and KPIs at a glance.
Share documents externally with view limits and expiration — no login required.
Scan physical assets into inventory mode with your phone camera.
Net worth recorded automatically at midnight for trend tracking over time.
Each family deploys their own isolated instance — their own database, object storage, and domain. Per-instance secrets are generated at deploy time. Nobody shares a multi-tenant table with you.
One-click deploy on Railway. Your stack, your rules, your update schedule.
Passwords and credentials encrypted at rest with AES-256-GCM. Integration secrets audited on access.
Run at your family's address — or wisemanos.com when you're ready. You own the deployment end to end.
Click Deploy on Railway. Web, API, worker, database, cache, and storage provision automatically.
Register the first account — the Owner. Invite family and advisors from Settings.
Define custom roles, add Stripe keys, import passwords, and link bank accounts.
Create an MCP API key and point your agent at your instance. Get to work.
Your instance. Your database. Your keys. Live in minutes.
