| What it does | Personal finance app that imports bank statements and helps track spending, manage bills, and split expenses with friends
| Tax and financial planning from a CPA and Financial Planner team for one flat fee
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| Stage | Not given
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| Founded | Not given
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| Based in | US
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| Pricing model | Free
| Freemium
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| Pricing | Not given
| Software plans: Basic $20/month, Pro $100/month, Ultra $200/month, each with a 7-day free trial. Advisor plans (software plus CPA and Financial Planner team): Essential $3,600+/year, Plus $4,800+/year, Premier $12,000+/year. Additional state, K-1, or brokerage account: $150 each. Rental properties o
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| Key features | - Smart statement imports - Upload bank or credit card statement PDFs and extract transactions, balances, and dates automatically
- Spending insights - Categorized transactions organized by merchant
- Financial Health Score - Single score built from spending, savings, obligations, and habits
- Group expense splitting - Split and track who owes what, even with people not on AlloFi
- Bills & recurring payments - Detect and track upcoming bills and subscriptions
- Face ID lock - Biometric security protection
- Data encryption - Encrypted in transit with privacy protections
| - Connect financial accounts securely with read-only access
- AI-powered financial forecasting and scenario planning
- Dedicated CPA for tax planning and filing
- Dedicated Financial Planner for retirement and wealth management
- Tracks for organizing financial projects and decisions
- Estate and beneficiary planning coordination
- Multi-state and international tax coverage options
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| What makes it different | - No bank login required - import statements you already have instead of connecting bank accounts
- Privacy-first approach - financial data never sold or used for advertising
- Automatic transaction extraction from PDFs with accuracy checks
- Built for how people actually manage money today
- Financial clarity without spreadsheets - organized view of all money and spending
| - All-in-one: AI software, CPA, and Financial Planner on one integrated team
- Flat fee pricing instead of percentage of assets
- Tax filing included on every Advisor plan
- 30-day money-back guarantee on Advisor plans
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| Community votes | 0 | 0 |
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| DR (Domain Rating by Ahrefs) | Not checked yet ● no change since last check | 34 ● no change since last check |
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| Trust Flow (Majestic) | 0 | 10 |
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| Citation Flow (Majestic) | 11 | 37 |
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| Referring domains (Majestic) | 1 | 78 |
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AlloFi
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