Simple, transparent pricing
Start free. Upgrade when you need more. No hidden fees, no surprises.
Free
Everything you need to get started and stay on top of your finances.
- 10 AI queries per day
- Bank sync via Plaid
- Manual asset & liability tracking
- Transaction review & reconciliation
- Net worth tracking
- Cash flow insights
- Expected credits tracker
- Unlimited AI queries
- Priority AI processing
- Data export
- Early access to new features
All plans include bank-level encryption, Plaid bank sync, and full transaction history.
Need something custom? Contact us.
Billing questions
Can I cancel at any time?
Yes. Cancel from your account settings at any time. You keep Pro access until the end of your billing period — no proration charges.
Is there a free trial for Pro?
Yes. Your first 14 days of Pro are free — no credit card required at signup. You only pay when you decide to stay.
What payment methods do you accept?
All major credit and debit cards via Stripe. We never store card details on our servers.
What happens to my data if I downgrade?
Nothing is deleted. Your transaction history and portfolio data stay intact. You'll just return to the 10 queries/day limit.