Introducing Agent Mode: power your own financial app
Today we are launching Agent Mode, a new way to use Tablewealth as the data backbone for custom applications.
The Tablewealth Team
May 1, 2026·3 min read·Product
Agent Mode is our experiment in letting users build the financial interface they want without handing raw financial records to an AI model. The agent helps shape the app; the data layer remains separate.
What Agent Mode builds
Agent Mode can create dashboard layouts, spreadsheet views, API-backed widgets, and analysis surfaces from your preferences. It can reason about structure, controls, and presentation without receiving the underlying account values.
What it does not see
The agent does not need transaction rows, balances, holdings, or institution credentials to design a view. It receives layout intent and schema-level information, then the finished interface queries scoped data at runtime.
"The agent should be creative about the window, not curious about what is behind it."
Where it is useful
- Creating a personal net worth dashboard from a prompt.
- Generating a live spreadsheet template for recurring reviews.
- Building a lightweight family-office view for shared finances.
- Prototyping custom tools before turning them into permanent apps.
Early access direction
The first release is intentionally narrow. We are focusing on reliable templates, clear data boundaries, and flows that make it obvious when a user is editing layout versus requesting financial analysis.
