The second brain.
One workspace for everything you’re carrying in your head.

The Home page, where the day starts.

Changes shipped this quarter

Started as a member’s problem

Open requests in the queue

Request to decision, median

Sample values. Live figures for this product, published monthly. How the scorecard works.

Who it is for

The solo operator, founder, executive or project lead who juggles tasks, notes, goals, habits, a calendar, a budget and a small pipeline, and wants one cockpit over all of it. Small teams who share assignments and keep their own workspaces private.

Who it is not for

Organisations that need enterprise resource planning, portfolio governance or time-and-billing. Teams that want a shared sales CRM, which is Velocity. Anyone who wants an app to move their money for them.

Why LevelUp exists

Most productivity apps solve one problem and create another. A task manager that doesn’t know your calendar. Notes that never connect to the project they were about. A budget in a spreadsheet nobody opens. LevelUp is built on three ideas, and every page follows from them.

Getting a thought in takes two seconds: a keystroke from any page. Deciding what it means happens later, in a review, when you have the whole picture in front of you.

A task, a note, a meeting, a goal, a project and a contact can all reference each other. A pile of items is a to-do list. A linked pile is a second brain, and it is what makes the AI genuinely useful, because it can follow the threads.

A workspace nobody reviews becomes a graveyard within a month. LevelUp builds the daily, weekly and monthly rhythm into the product itself, with guided tours, a Routines section in Help, and an assistant that can run the review with you.

Thirty-two pages, organised into six groups in a collapsible sidebar. Nobody uses all of them, and that is what the detail dial is for.

Money

Ten tabs: Overview, Income, Transactions, Budgets, Bills, Accounts, Goals, Forecast, Agents and Reports. Private by default: not visible to admins, not to anyone you have not explicitly shared a budget with.

The assistant that acts

Open it from any page with Ctrl or ⌘ J, the ⚡ button, the ✨ menu in the top bar, or the command palette, and say what you want.

It creates things.
Tasks with subtasks. Projects with their first tasks, inside a program. Notes, mind maps, ideas, goals with milestones, habits, journal entries, contacts, pipeline opportunities, calendar events and focus blocks.

It works with your money.
“Log $42 at Costco under groceries.” “Add the internet bill, $80 on the 15th.” “Am I over budget anywhere?” “Mark rent paid.”

It moves things along.
Completes tasks, checks in on goals, ticks habits, advances a deal to the next stage, moves an idea from Spark to Develop.

It connects things.
Task to note, task to goal, note to project, project to program, in both directions.

It builds reports.
“Add a widget showing overdue tasks by project as a donut.” Saves the layout under a name. Opens any saved or Money report. Summarises what the numbers say.

It tells you what to do next.
“I feel behind, help me get back on track” reads your overdue list, today’s capacity, goals, habits and bills, recommends one concrete next step, and offers to do it.

It never guesses.
If a detail is missing it asks, with tappable options. Every change appears as an Approve these actions? card before it runs. Untick what you don’t want. Deletes always ask, even with auto-run on. Every change has an Undo. Names work anywhere an id would, and when two things match it shows you the candidates instead of picking one.

It knows the product.
Ask how to run a weekly review and it answers from the Help Center, naming the page and the keystroke, because the Help Center is its knowledge base. A second surface, Ask LevelUp (Ctrl+/), searches everything you have captured and answers with numbered citations that open the source item.

Forty-five assistant actions cover every entity, Money, reports, linking, navigation and the workspace. Bring your own key for every AI feature: OpenAI, Anthropic Claude or Google Gemini. Keys are shared at the workspace level and never leave the server. A default output length (short, medium, long) applies everywhere the assistant writes, with a per-editor override.

Nobody uses all thirty-two pages. Everything can be hidden, re-ordered or re-coloured, and nothing is ever deleted.

Built for teams, careful about privacy

Automation rules run every fifteen minutes: when a task goes overdue, is completed, or an external status changes, add it to My Day, tag it, or change its priority. A daily digest and a weekly review email, with an AI reflection, three picks for the week, and a money block with bills due and budget status, arrive on the schedule you set.

Mobile. Fully responsive: a hamburger sidebar, stacked panels, 44-point touch targets and a full-width assistant on phones. Installable as a home-screen app on iOS and Android.

The charter

Every accepted request for LevelUp cites one of these lines. Every decline cites the line it would break. The steward reviews the charter with the community once a quarter.

The opinions it holds

What it will never become

In scope

Out of scope

How it fits the family

The personal cockpit. Pipeline work at team scale goes to Velocity. Articles and posts go to Publisher. Demo videos go to Producer Studio. Daily and weekly digests arrive here. These are workflow handoffs, not built integrations, until the changelog says otherwise.

The routine

Help also ships a two-week ramp for new users, a where-does-this-go decision rule, and a recovery playbook for when it stops working. If you adopt only one thing, make it the weekly review. Everything else degrades without it.

Help, built in

Your subscription funds the team that builds what you ask for. No metering, no credits, no tokens inside the app: it runs on your own AI keys.

See what members asked for in LevelUp