Pricing
Plans built for clarity and growth.
Start free, then scale to richer insights and advanced exports when you are ready.
Monthly billing selected.
Free
Best for trial
$0 /mo
Billed monthly: $0/mo
For trying the workflow
- •Analyses: 1 / month
- •Accounts: 1 account
- •History: 3 months
- •Uploads: 15 files / upload
- •PDF export enabled
Insight
Popular personal plan
$7.99 /mo
Billed monthly: $7.99/mo
For individuals taking control
- •Analyses: 5 / month
- •Accounts: Up to 3 accounts
- •History: 12 months
- •Uploads: 50 files / upload
- •PDF export enabled
Pro
Best value for power users
$17.99 /mo
Billed monthly: $17.99/mo
For power users and advisors
- •Analyses: Unlimited
- •Accounts: Unlimited accounts
- •History: Full history
- •Uploads: 120 files / upload
- •PDF export enabled
Household
Best for families
$29.99 /mo
Billed monthly: $29.99/mo
For shared family planning
- •Analyses: Unlimited
- •Accounts: Shared household
- •History: Full history
- •Uploads: 200 files / upload
- •PDF export enabled
Full feature comparison
| Feature | Free | Insight | Pro | Household |
|---|---|---|---|---|
| Monthly price | $0/mo | $7.99/mo | $17.99/mo | $29.99/mo |
| Annual effective | $0/mo | $4.99/mo | $11.99/mo | $19.99/mo |
| Annual billed total | $0/year | $59.88/year | $143.88/year | $239.88/year |
| Analyses per month | 1 / month | 5 / month | Unlimited | Unlimited |
| Statement history | 3 months | 12 months | Full history | Full history |
| Bank accounts | 1 account | Up to 3 accounts | Unlimited accounts | Shared household |
| Upload files per run | 15 files / upload | 50 files / upload | 120 files / upload | 200 files / upload |
| Report type | Core report + basic charts | Full report + benchmark pack | Pro report + AI insights + chart studio | Household report + shared charts + AI insights |
| Manual corrections | ✓ | ✓ | ✓ | ✓ |
| PDF export | ✓ | ✓ | ✓ | ✓ |
| AI Coach mode | — | — | ✓ | ✓ |
| Country benchmarks | — | ✓ | ✓ | ✓ |
| Members | Not included | Not included | Add-on ready | Multi-member workspace |
| Support tier | Community | Priority email | Priority chat |
Need a tailored rollout?
Contact our team for custom onboarding, support tiers, and enterprise policy requirements.
Talk to sales