Plans & pricing
Start free.
Bring it all together.
| Feature Your money.
| Free to keep FreeStart asking about your money. $0/ month Upgrade whenever you need. Keep your bank connected for free | The bigger picture PersonalBring your accounts and insights together. $10/ month Plus applicable tax. Cancel anytime. Unlimited during beta | Upcoming pilot BusinessBring your business finances and statements together. Coming soon Pricing announced with the pilot. Request an invite by email |
|---|---|---|---|
| Bank connections | 1 bank loginCan include several accounts | UnlimitedDuring beta | UnlimitedDuring beta |
| Tool calls | 200 tool calls per day | UnlimitedDuring beta | UnlimitedDuring beta |
| Balances, transactions & spending answers | Included | Included | Included |
| Recurring bills & income detection | Included | Included | Included |
| Investment holdings | Included | Included | Included |
| Custom categories & labels | Not included | Included | Included |
| Bank-data refreshes on request | Not included | Included | Included |
| Team member access | Not included | Not included | Multiple users |
| Official bank statement PDFs | Not included | Not included | 10 / month |
The bigger picture
Personal
Bring your accounts and insights together.
$10/ month
Plus applicable tax. Cancel anytime.
Unlimited during beta
- Bank connections
- UnlimitedDuring beta
- Tool calls
- UnlimitedDuring beta
- Balances, transactions & spending answers
- Included
- Recurring bills & income detection
- Included
- Investment holdings
- Included
- Custom categories & labels
- Included
- Bank-data refreshes on request
- Included
- Team member access
- Not included
- Official bank statement PDFs
- Not included
No money movement. You control access.
Paid plans during beta: Unlimited connections and tool calls. We’ll give advance notice if limits change.
Features vary by bank.
One connection = one bank login. It can include checking, savings and credit cards. Some AI apps, like ChatGPT and Perplexity, need their own paid plan to add connectors. Your AI provider’s limits still apply. About tool calls