Blog
Product reasoning, pilot updates, and retirement-decision content
Long-form posts about what we're shipping, why, and what we're learning from CPA Bridge pilots and advisor partnerships.
AI: From Chat to Work — our first small-business workshop, hosted by OCPA
On September 12 the Greater Orlando Chinese Professionals Association hosted the first session of our workshop for small businesses. What the room brought, the one sentence people wrote down, and two things you can do if you were not there: map your own workflow on the card, or book thirty minutes.
workshopssmb-ai-adoptioneventcentral-floridaocpaRead postI've started NESTPILOT — AI-native operating tools for the small end of financial services
After 19 years at BNY Mellon, I've gone out on my own. NESTPILOT is a Florida-based company building AI-native operating tools for solo CPAs, small advisory firms, independent retirement planners, and the households they serve. Here's the thesis, the two products, and what I'm asking for from the community.
founder-notelaunchthesiscparetirementbuilding-in-publicRead postAI for personal finance just became a commodity. Here's what comes next.
Yesterday OpenAI launched a Plaid-powered personal finance dashboard inside ChatGPT Pro. It's good. It's overdue. And it makes the category NestPilot was built for — AI-native retirement-decision specialist — sharper, not weaker.
founder-notepositioningaiopenaidecision-copilotretirementRead postWave 2 is live: deeper CPA Bridge, real pricing, advisor partnership pages
We just shipped Wave 2 of www.nestpilot.net. CPA Bridge has a real product page now. Pricing has the full tier matrix. For Advisors has the multiplayer demo. Customers has /customers/<slug> case-study infra ready for the first pilot to consent.
productwave-2cpa-bridgepricingadvisorsRead post