FinCapAssist AI-Powered Practitioner Intelligence

Introducing FinCap Assist

AI-powered intelligence
for financial capability
practitioners.

Find resources faster. Generate client-ready content. Navigate funding opportunities. Get expert coaching, on demand, in plain language, built for the field.

Get Early Access See What It Does

FinCap Assist · Live Demo

You

What WIOA-funded programs can my agency access for youth workforce training?

FinCap Assist

Under WIOA Title I, your agency may be eligible for Youth Formula Funds through your local Workforce Development Board. The Consolidated Appropriations Act 2026 kept funding stable. Would you like me to pull your state's ETPL registration requirements or identify open RFPs near you?

FinCap Assist

Also: Workforce Pell launches July 1, 2026, which may open a new individual funding lane for your program participants. Want a one-page summary to share with leadership?

Built on NationalFinCap.org

Nearly 500 Practitioner Resources

Built for Frontline Practitioners

English & Spanish Delivery

Core Capabilities

Everything a practitioner needs, in one intelligent workspace.

FinCap Assist combines a curated knowledge base with AI reasoning, so you spend less time searching and more time serving clients.

🔍

Instant Resource Intelligence

Surface relevant tools, research, templates, and best practices from the National FinCap resource library in seconds. No more digging through folders or bookmarks.

✍️

Client-Ready Content Generation

Draft workshop handouts, follow-up emails, action plans, and intake forms tailored to your program's voice, in English or Spanish, on demand.

📋

RFP & Funding Navigator

Stay on top of WIOA opportunities, ETPL registration requirements, and open grant deadlines. FinCap Assist monitors the funding landscape so you don't miss a window.

🎯

Practitioner Coaching on Demand

Get real-time guidance on counseling techniques, program design, compliance questions, and professional development, grounded in field-tested financial capability practice.

Who It's For

Designed for every level of the field.

Whether you're coaching clients one-on-one or managing a network of partners, FinCap Assist meets you where you work.

👤

Frontline Coaches & Counselors

Get faster answers, better content, and practical guidance to strengthen every client interaction, without leaving your workflow.

📊

Program Managers & Directors

Track funding opportunities, generate reports, and build out program infrastructure with AI-assisted research and documentation support.

🏛️

Nonprofit & Agency Leaders

Strategically position your organization for WIOA funding, ETPL participation, and partnership development with a tool that understands the sector.

🏦

Bank CRA Officers

Identify qualified community investment partners, document CRA-eligible activities, and demonstrate meaningful impact in low-to-moderate income communities with confidence.

How It Works

Up and running in minutes.

No complex setup. No technical expertise required. FinCap Assist is built for the people doing the work, not IT departments.

Create Your Account

Ask Anything

Type your question in plain language. FinCap Assist draws from a curated practitioner knowledge base to give you grounded, actionable answers.

Put It to Work

Generate content, save resources, export materials, and act on funding intelligence, right from your dashboard.

Simple, Transparent Pricing

Choose the plan that fits how you work.

Monthly or annual. Cancel anytime. All plans include bilingual English/Spanish support and access to the full practitioner resource library.

Monthly

Annual Save ~1 month

Practitioner

For frontline coaches and counselors doing focused, daily work.

$29 /month

✓ Up to 500 queries/month
✓ Full resource library access
✓ Client content generation
✓ Funding & RFP intelligence
✓ English & Spanish delivery
✓ Fair-use policy applies

Get Started

Everything you need to know.

Have a question not answered here? Contact us directly.

Usage & Limits

A query is any message you send to FinCap Assist: a question, a request to generate content, a search for resources, or a follow-up in a conversation. Each message you send counts as one query, regardless of length. Replies from FinCap Assist do not count against your limit.

FinCap Assist is designed for individual practitioner use, not automated or bulk processing. The Practitioner plan includes a soft cap of 500 queries per month, and Practitioner Plus includes 1,500. Most users never approach these limits. If you do, we'll reach out before interrupting your service. Automated scripting, API abuse, or reselling access are not permitted under any plan.

Your access won't be cut off without warning. If you're approaching your soft cap, you'll receive a notification and the option to upgrade to a higher-usage plan. We won't charge you overage fees automatically.

The Product

No, and it's not designed to. FinCap Assist is a tool built for practitioners, not a substitute for them. The human relationship between a coach and a client is irreplaceable. What FinCap Assist does is make that practitioner faster, better-informed, and better-equipped, so they can spend more time doing the work that only a person can do.

FinCap Assist draws from a curated library of vetted practitioner resources grounded in field-tested financial capability practice. Like any AI tool, it can make mistakes, particularly on rapidly changing policy details like funding deadlines or regulatory updates. We recommend verifying time-sensitive compliance information with the relevant agency or official source before acting on it.

Yes. All plans include bilingual English and Spanish delivery. You can interact with FinCap Assist in either language, and client-facing content can be generated in Spanish on request.

Billing & Cancellation

Yes. Monthly plans can be cancelled at any time and your access continues through the end of your current billing period. Annual plans can be cancelled to stop renewal, but are not refunded on a pro-rated basis once the annual term has begun.

Yes. You can upgrade or downgrade your plan at any time. Upgrades take effect immediately. Downgrades take effect at the start of your next billing cycle.

Privacy & Security

Yes. Your conversations with FinCap Assist are not shared with other users or third parties. We do not sell your data. Conversation data may be used in aggregate and anonymized form to improve the product, but never in a way that identifies individual users or organizations.

We recommend against entering personally identifiable client information such as names, Social Security numbers, or account details, into FinCap Assist. The tool is designed to support your practice at the program and strategy level, not to process individual client records. Use general descriptions when asking about client scenarios.

FinCap Assist is built by practitioners, for practitioners, with over 20 years of field experience in financial capability, workforce development, and community impact, operated by My True Prosperity, LLC, a social enterprise based in Sanford, Florida.

        
        For Bank and Credit Union CRA Officers
      

CRA documentation and community development support, built into every feature.

FinCap Assist is the only AI platform purpose-built to support both the nonprofits doing financial capability work and the banks that need to document their investment in that work for CRA purposes.

Every CRA response includes a mandatory as-of date, cites current FFIEC Q&As and eCFR provisions, and never makes legal conclusions -- exactly what your compliance team needs.

Start CRA/Bank Plan Explore Sponsorship

CRA Performance Context

Generate examiner-ready performance context narratives with as-of dates, LMI community analysis, and citations to FFIEC examination procedures.

Community Development Activity Logs

Document CRA-qualifying financial education activities with structured logs aligned to FFIEC community development service definitions.

LMI Partner Identification

Identify and document qualified community investment partners in your assessment area, with outreach letter templates ready to send.

Be the first to access FinCap Assist.

Join practitioners across the country who are ready to work smarter, serve more clients, and access every resource they need, in one place.
Available by monthly or annual subscription. Early access pricing coming soon.

Request Early Access

AI-powered intelligencefor financial capabilitypractitioners.