About

About MoneyPotential

MoneyPotential guides you through a structured financial opportunity audit — one question at a time — to surface refunds, benefits, and forgotten money you may not know to look for.

We prioritize official government and institutional sources, link directly to verification portals, and present action steps you can follow at your own pace. MoneyPotential is educational software, not a financial advisor, tax preparer, or claims filing service.

What we help you find

• Unclaimed property and old financial accounts
• Missed refunds, return windows, and billing errors
• Employer benefits, FSAs/HSAs, and insurance reimbursements
• Recurring fees, duplicate coverage, and rate reductions

How we are different

Instead of a one-size-fits-all checklist, MoneyPotential adapts to your household profile. Standard and Complete audits run in-product with resumable progress stored locally in your browser (IndexedDB). Minimal Scan uses MoneyPotential servers to generate AI-guided steps from generalized profile facts and includes an optional basic prompt export for users who prefer their own AI tools.

Our commitment

We do not connect to bank accounts, request passwords, or ingest identity documents. Minimal Scan involves server processing for guided steps — see our Privacy Policy for details. Analytics, when enabled with your consent, records navigation events — never questionnaire answer values. See our Methodology for how audits are built.

Educational tool only. Not financial, tax, or investment advice.