Organise what you own, what you owe and what you pay for - with important documents, useful reminders and access for the people you trust.
Let AI help with the details. From everyday subscriptions to property and pensions, start with what matters to you.
Eligible first-time customers. After the card trial, monthly charges apply unless cancelled: See plans/month in year 1, then See plans/month. Prefer no card? Explore with a card-free preview.
*Biometric sign-in on supported mobile devices. Record types span the main vault categories.
Insurance renewal · 12 November
Broadband · £28 a month
Passport · expiry date recorded
AI prepares records. You review and confirm.
Useful from the first thing you add
You don't need a large portfolio to have important information worth keeping together.
Keep property details, bills, insurance and important dates together. Add a recorded value when you know it.
See how it connectsBroadband, streaming, cover and subscriptions. See the regular commitments you've recorded, alongside their renewal dates.
Start with a simple descriptionOrganise important family information and share selected records with permission, without handing over your entire vault.
Explore trusted accessYOUR HOME, IN ONE PLACE
Keep the details, cover and dates you need close together. Find the paperwork in your document vault.
Address, ownership and a value you can review.
Policy details and renewal date.
A custom alert for an important home deadline.
Keep policy documents in your document vault.
Documents are stored in your document vault. Record key dates and turn on reminders.
LIVE · NO SIGNUP NEEDED
Add a sample account, asset or debt and see how the recorded picture changes. Explore the same kinds of records used by the existing no-signup product sandbox.
Browser-only demo · use sample information, not private details. Nothing is sent, linked to a bank or saved to a real vault.
a free trial with a card for eligible first-time customers. Demo entries do not transfer into a new account.
YOUR VAULT, MADE SIMPLER
Describe supported accounts, assets, property or payments. KinVerra AI can turn the information you provide into editable records, ready for you to check.
AI features depend on availability, plan allowances and credits. Extra AI credits are purchased separately. Suggestions need your review.
A predefined example of the existing review-and-confirm workflow. No AI request is made and no data is stored.
Ready for your review
You can edit these example fields before confirming.
Prepare records from a simple description, including property-related costs where supported.
Use readable, unencrypted text-based PDFs or .xlsx files. Scanned PDFs need text extraction first.
Ask about saved information, spot missing details and review recurring costs. AI does not monitor every external obligation.
YOUR FINANCIAL DASHBOARD
Savings, pensions, property and debts. Bring your recorded picture together, alongside the bills and dates that need your attention.
Recorded savings, pension and investments
Recorded loan balance
Recorded assets less recorded debts
Example figures in GBP. Your dashboard uses your recorded information. Missing values remain unknown.
Illustrative permissions. Actual access follows the owner's settings and the applicable access process.
For you, and the people you trust
Keep your own information organised. Help a parent or family member manage theirs only with their permission and the right access.
Family relationships do not transfer ownership or guarantee inheritance. The owner decides what to share and who can see it.
Passport and driving licence expiry dates can live with their documents, with the available document reminders. Useful everyday support, within a much wider platform.
SECURITY & PRIVACY
Practical account protection, clear access rules and control over what you share.
Password protection and optional email access codes. Enable Face ID / Touch ID on supported iOS devices, or the supported biometric option on Android.
Set permissions deliberately. Being a family member does not automatically unlock someone else's information.
Hide financial figures on screen and manage your email preferences. Review information before sharing it with AI.
SIMPLE PRICING
Choose a plan that suits you. Eligible trial offers and the exact amount payable are shown before you subscribe.
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FOR EVERY KIND OF FAMILY
Every household has its own reason to get organised.
A home, insurance cover and a boiler service due. Keeping the dates with the details makes the next renewal easier to find.
For the person keeping a home runningA few regular subscriptions today. Savings and pension information tomorrow. Start small and build a picture at your pace.
For the person getting organisedHelping a parent find an important record, with their permission, without assuming you own or can access everything.
For families helping one anotherExamples of how families can use KinVerra.
A few helpful answers
Start with the information you already want to keep track of.
Yes. You can start with subscriptions, insurance, a property record or important family documents. A large investment portfolio isn't a requirement.
Depending on available features and allowance, AI can prepare editable records from text, text-based PDFs and Excel files, help identify missing information and explore saved financial data. You review and confirm proposed records before saving.
Not every instruction is supported. AI can help prepare supported information and dates. Review reminder options in the relevant record; the current product does not promise arbitrary natural-language reminder schedules.
With their permission and appropriate access, you can help them organise their information. Their property and other assets remain theirs; recording or sharing information does not transfer ownership or establish inheritance rights.
No. Your picture depends on the information you record, import and review. Check values, dates and permissions, and keep them up to date.
No. KinVerra organises recorded information. It does not hold your money or provide personalised investment, tax or legal advice.
KINVERRA, WHEREVER YOU ARE
Use your vault in a browser now. Our mobile apps bring the same organised picture to your phone, with biometric sign-in on supported devices.
Use Face ID or Touch ID on supported Apple devices, or supported Android biometrics. You can always use your existing sign-in options.
Open web app Check app availabilityEnable supported biometric sign-in on your device.
Not now
GET IN TOUCH
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Your enquiry creates a support conversation so you can follow the reply.
Contact KinVerraA subscription. Your home. An important document.
Build your picture from there.
