pricing

Simple Pricing

Start with personal plan. Then upgrade as your financial needs grow, from individual budgeting to enterprise-scale management.

For Individuals

Personal

Full access to tracking, budgeting, investments, and insights for personal finance mastery. Take control of your finances.

$9.99/monthly

  • 3 Accounts
  • 1 Bank Connection
  • 1 Budget Creation
  • Basic Expense Tracking
  • Detailed Analytics
  • 5 GB Receipt Storage

For Growing Businesses

Business

Powerful tools, collaboration features, and advanced reporting for managing business finances.

$29.99/monthly

  • Unlimited Accounts & Bank Connections
  • Advanced Reporting
  • Smart Categorization
  • Investment Monitoring
  • Unlimited Receipt Storage
  • 3 Workspaces
  • 5 User Seats

For Large Organizations

Enterprise

Tailored solution with advanced security, dedicated support, and custom options for complex needs.

Custom

  • Everything in Business
  • Plus: Unlimited Workspaces
  • 25 User Seats (Scalable)
  • Custom Reporting
  • Priority Support
  • SSO/SAML Support
  • Custom SLA

For Individuals

Personal

$9.99/monthly

For Growing Businesses

Business

$29.99/monthly

For Large Organizations

Enterprise

Custom

Connectivity & Integrations
Accounts

3UnlimitedUnlimited
Secure Bank Account Connections (via APIs)

1UnlimitedUnlimited
Automated Receipt Data Extraction

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Developer API Access

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Comprehensive Tracking & Management
Unlimited Expense & Income Entries

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Robust Budget Creation & Tracking

1UnlimitedUnlimited
Effortless Investment Monitoring

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Complete Asset Management

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Smart Categorization & Flexible Tagging

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Automated Recurring Transactions

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Multiple Currency Support

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Data & Insights
Interactive Analytics Dashboards

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Advanced Financial Reporting

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Custom Report Generation (PDF/CSV)

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Organization & Accessibility
Manage Unlimited Financial Accounts

1UnlimitedUnlimited
Powerful Search, Filtering & Custom Views

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Secure Cross-Device Sync (PWA)

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Receipt & Document Storage

5 GB IncludedUnlimitedUnlimited
Team Collaboration
Dedicated Collaborative Workspaces

β€”3βœ“
Included User Seats

1525 (Scalable)
Security & Enterprise Features
Robust Security Features (2FA, Encryption)

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SSO/SAML Authentication Support

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Custom Service Level Agreement (SLA)

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Support & Service
Comprehensive Help Center & Community Access

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Dedicated Email Support

Standard ResponseStandard ResponsePriority Response
Dedicated Account Manager

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Billing Options
Monthly Billing

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Annual Billing Discount

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Credit Card Payment

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Bank Transfer Payment Option

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