Self-hosted · Private · Yours

The operating system for your family's estate

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.

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your-family.wisemanos.app/dashboard
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Total Assets
$4.2M
Liabilities
$890K
Net Worth
$3.31M
Holdings LLC $1.8M valuation
Family Trust Estate planning · Active
2025 Form 1065 Due soon

Your family's operating system — WISEMANOS

Self-hosted· Your database· Your keys· No vendor holds the master key
AI-first

Connect your agent.
Get to work.

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.

⚡ 60+ MCP tools
Settings → MCP Access
API Key
wsm_sk_live_••••••••••••4f2a
Connected clients
Cursor Claude ChatGPT Perplexity
Create my new LLC and link it to the Family Trust at 60% ownership.
Done. Created Meridian Holdings LLC and linked ownership to Family Trust.
create_entity({ name: "Meridian Holdings LLC", type: "LLC" })
link_ownership({ entityId: "ent_8k2", ownerId: "trust_1", percent: 60 })
create_valuation({ entityId: "ent_8k2", value: 420000, method: "409A" })
Every part of the estate

One platform. Every module.

Each area is its own workspace — permission-gated per user, connected through a single data model.

Entities

Map your ownership structure

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.

  • Interactive ownership tree visualization
  • Time-stamped valuations (409A, appraisals, book value)
  • Valuations auto-sync to balance sheet business-interest assets
  • Link accounting (Crane Ledger) and revenue credentials per entity
James Wiseman Holdings LLC 60% owned · $1.8M Family Trust 40% · Revocable Meridian LLC 100% · $420K → Net Worth · Business Interest
Finances

Sheets, balance sheets, and net worth

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.

Stripe Automated

Use Stripe Financial Connections to automatically sync balances onto your sheets — just like QuickBooks and other financial systems. Bring your own Stripe keys in Settings.

  • Checking & savings accounts
  • Credit cards
  • Mortgages
  • Lines of credit
  • Personal & business loans
  • Daily balance refresh

Investment and brokerage accounts can be tracked manually on your balance sheet.

  • Entity valuations pass through as business-interest assets
  • Physical inventory pushes replacement value onto its sheet
  • Daily net-worth snapshots and PDF export
Finances → Balance Sheet
Personal Holdings LLC Family Trust
Assets
$2.14M
Liabilities
$340K
Net
$1.80M
Asset Type Value
Business Interest Entity link $1,800,000
Operating Account Bank · Stripe $142,300
Commercial Mortgage Liability −$340,000
↳ Rolls up to household Net Worth: $3.31M
Asset Tracking

Physical inventory that flows to net worth

Track tangible property — vehicles, electronics, jewelry, collectibles — with photos, condition, warranty, and location. Run barcode scan mode for fast annual or periodic inventory counts.

  • Scan barcodes with your phone camera for quick add/update
  • Annual inventory mode — walk rooms and verify what's on the books
  • Assign each asset to Personal or to a specific Entity
  • Link to a sheet — replacement value lands on your balance sheet and net worth
Item Owner Sheet Value
2024 Range Rover Personal Personal $98,000
Mac Studio M2 Holdings LLC Holdings LLC $4,200
Rolex Submariner Personal Personal $14,500
→ Pushed to Sheet & Net Worth
Accounting

Double-entry books per entity

Optionally enable accounting for any business entity. Chart of accounts, journal entries, trial balance, and financial reports — with bank links importing transactions into the ledger.

Crane Ledger Bring your key

Crane Ledger is an AI-driven, headless accounting engine that integrates with anything. Add it per entity when you need real double-entry books — typically $2–$10/mo per entity depending on volume.

Get your API key →
Automated: transaction import from linked bank accounts, trial balance sync.
Manual: chart-of-accounts setup, journal entry review, report configuration.
Accounting → Holdings LLC
Chart of Accounts Journal Entry Reports
Account Debit Credit
1000 · Cash $12,400 —
4000 · Revenue — $12,400
✓ Balanced · Trial balance in sync
Taxes & Compliance

Never miss a filing or notice

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
IRS Notice CP2000
Action needed · $2,340 proposed · Linked to 2024 return
Legal

From divorces to trusts to litigation

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.

Revocable Family Trust
Estate planning
Active
12 linked documents
Smith v. Meridian LLC
Litigation
Discovery
8 linked documents
Prenuptial Agreement · 2019
Family law
Archived
3 linked documents
Documents & Inbox

Intake, OCR, classify, route

Scan or upload documents into the inbox. Classify into finances, legal, medical, tax, or identity — and route into the permanent vault with auto-generated folder trees.

Powered by Claude Bring your key

OCR runs through Anthropic Claude. Add your ANTHROPIC_API_KEY when you deploy. Extracted text is stored in your database — search never sends documents to a third party.

Document pipeline
Uploaded → OCR → Classify → Routed
Email-in pipeline
Email / Scanner → Inbox → AI or Manual → Routed
Auto folder tree
📁 Legal / Smith v. Meridian
  📁 Tax / Holdings LLC / 2025
  📁 Medical / Sarah Wiseman
  📁 Financial / Operating Account
Passwords

Estate vault for when it matters most

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.

Chase Online Banking ••••••••••••
Apple ID · Family ••••••••••••
1Password Emergency Kit ••••••••••••
Apple Passwords
1Password
↑ Import CSV from Apple Passwords or 1Password
Family

Your family tree, connected everywhere

Build an interactive family tree with relationships, contact info, and notes. Family members link to entity ownership, legal matters, medical records, and document classification.

James · Self Sarah · Spouse Emma · Child Owns 40% · Trust Medical records
Medical

Health records vault per family member

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.

Sarah Wiseman
Lab Results · CBC Panel Lab
Flu Vaccination · 2025 Vaccination
MRI Report · Lumbar Imaging
Integrations

Bring your own keys

Connect the services you already use. Your credentials stay in your instance — encrypted, never shared.

Stripe Automated

Financial Connections

Bring your Stripe keys. Link bank accounts, credit cards, and mortgages — balances sync daily onto your balance sheets.

Crane Ledger Bring your key

Headless accounting

AI-driven double-entry books per entity. ~$2–$10/mo per entity. Get an API key and connect in Settings.

Claude
Cloudflare

Documents & email-in

OCR via Anthropic Claude. Private inbox email via Cloudflare Email Routing — forward attachments or scan directly in.

Apple Passwords
1Password

Estate vault import

Import CSV exports into the password vault. Smart merge on re-import — add, update, or skip unchanged.

Railway

One-click deploy

Deploy the full stack — web, API, worker, Postgres, Redis, and storage — with per-instance secrets generated automatically.

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MCP · Any AI agent

Connect Cursor, Claude, ChatGPT, or Perplexity via MCP. 60+ tools to operate your instance programmatically.

And that's not all

Built for the long run

👥

Roles & permissions

Preset and custom roles gate every section — from view-only accountant to full Owner access.

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Point-in-time recovery

Managed PostgreSQL with PITR keeps your estate's history safe and restorable.

📺

Custom dashboards

Build TV and tablet display layouts for net worth, agents, and KPIs at a glance.

🔗

Expiring share links

Share documents externally with view limits and expiration — no login required.

📷

Barcode scanning

Scan physical assets into inventory mode with your phone camera.

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Daily snapshots

Net worth recorded automatically at midnight for trend tracking over time.

Built for privacy

Your data is yours

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.

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Self-hosted

One-click deploy on Railway. Your stack, your rules, your update schedule.

🔐

Encrypted vault

Passwords and credentials encrypted at rest with AES-256-GCM. Integration secrets audited on access.

🌐

Always self-hosted

Run it at your family's address. You own the deployment end to end — and there's no software cost. It's a template you deploy through Railway; you pay only for hosting.

How it works

From zero to your family OS in four steps

01

Deploy the template

Click Deploy on Railway. Web, API, worker, database, cache, and storage provision automatically.

02

Create your owner account

Register the first account — the Owner. Invite family and advisors from Settings.

03

Set roles & connect data

Define custom roles, add Stripe keys, import passwords, and link bank accounts.

04

Connect your AI agent

Create an MCP API key and point your agent at your instance. Get to work.

Deploy your family's operating system

Your instance. Your database. Your keys. Live in minutes.

Deploy on Railway