Mezzi Delegations: Scheduled Financial Notifications

Updated September 26, 2026.

Archived article dated April 27, 2026. This dated product update has been edited for clarity. Launch details and roadmap statements below refer to the original publication date; screenshots are historical illustrations. See current membership options and the Mezzi help center for today’s product details.

Delegate to Mezzi

We're expanding beta access to a powerful new feature.

You have better things to do than keeping track of big market moves, always updating that Roth conversion analysis, or worrying about how the latest tax code changes are impacting your wealth.

So, delegate the monitoring.

Now in beta: Delegate with custom notifications

Hand off the things you’d normally have to check yourself, like:

• Notify me when my included Chase checking balances appear insufficient for my credit-card payments

• Each day, cover the major news moving my portfolio

• Let me know if my allocation to tech goes above 25%

Get notified daily, weekly or monthly by email or push notification on iOS.

Start delegating

How to delegate

Go to Mezzi's AI Chat and say: “Every Friday, tell me the total balance across my checking, savings, and credit card accounts.”

Want to change something? Ask: “Remove my AI exposure monitor,” then confirm it has been removed.

What's next

This feature is in beta and your feedback will directly shape its future.

Try it today — delegate something to Mezzi and see how it feels to stop checking.

Write a notification that can be checked

Specify the accounts, condition and cadence. For example: “Every Friday, tell me if the included checking balances are below the next credit-card payments I have identified. Show the balances, dates and missing information.” Ask for confirmation of the saved request and delivery schedule.

If checking totals $4,000 and the relevant upcoming card payments total $4,500, the comparison shows a $500 shortfall. It does not move $500 from savings, pay the card or guarantee the bank data is current. Review due dates and any pending transactions at the institutions before deciding what to do.

Monitoring is different from execution

A daily, weekly or monthly notification can reduce repeated checking. It does not continuously enforce a portfolio limit or prevent a bill from going unpaid. A 25% technology threshold also needs an agreed denominator and a definition of direct versus fund exposure.

When changing or removing a delegation, verify the saved state rather than assuming a conversational reply alone proves it changed. These beta examples illustrate monitoring tasks; current controls and availability may differ.

By Manish Jain, CFA, co-founder of Mezzi. Original publication date retained; editorial clarification September 26, 2026.

This historical product update is for informational purposes. Examples are illustrative, not investment recommendations or promised results. Account coverage and data quality affect analysis. Review assumptions before acting; AI can make mistakes.