For the complete documentation index, see llms.txt. This page is also available as Markdown.
Plan
Define requirements and architecture before generating app code.
Building a great financial app starts with a solid blueprint. This phase establishes core logic, team alignment, and architectural integrity before generating code.
Objective: Define application requirements and vet logic using Plan Mode.
Outcome: An accurate blueprint that eliminates technical guesswork and reduces technical debt.
The Platform Planner proposing a structured architecture for a Subscription Management Hub.
Planning is optional. Build Mode is the default, and for a small or well-understood app you can prompt straight into Build. Switch to Plan Mode from the header dropdown when the logic is complex, regulated, or needs sign-off before code exists.
Plan Mode
Think of Plan Mode as your strategic sandbox for talking through the "why" and "how" of your application.
Logic Mapping: Map out complex workflows, such as loan eligibility or KYC processes, before committing to a build.
Transparency: Toggle the "Thought" dropdown to view the AI's reasoning and ensure alignment with business goals.
Reviewing proposed logic and "Extra Ideas" generated by the AI System Planner.
The Publish action is unavailable while in Plan Mode. To share early work with stakeholders, use the public view links from Share Project instead — see Collaboration below.
Iterative building
Refine and adjust your requirements in real time using the chat with the Planner.
Use "Revise plan" to add features or modify logic (e.g., "Add a masked payment method column").
Experiment with different data models or structures without overwriting a working build.
Using the chat and 'Revise plan' to iteratively update the blueprint before the build phase.
Template Marketplace
Use industry-standard templates to bypass boilerplate setup and establish a functional baseline.
Select a financial template (e.g., Budget Tracker) from the dashboard.
Templates come with pre-configured layouts and common components, so you can focus your energy on your unique proprietary logic.
Once you load a template, you can use Plan Mode to strip it down, add new features, or completely rebrand it to match your bank's identity.
Create New App from the Template Marketplace
Version history
Manage project iterations and eliminate the risk of failed experiments during the design phase.
Access the Version dropdown to view previous prompts and architectural states.
Rollback to a previous version.
Choose to either View a version temporarily or Revert to restore a previous state permanently.
View or Revert to a version
Collaboration
Shipping enterprise apps requires input from multiple experts to vet compliance and UI design.
Use Share to bring in developers, risk officers, or co-founders via email.
Assign Full Edit permissions for co-authoring or View-Only for stakeholder reviews.
Share Project where owners can manage collaborator emails and access levels.
When the blueprint is right, click Start building — or read Build first.
