| What it does | AI Financial Planning
| Every client project, in plain sight.
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| Stage | Growing
| MVP
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| Founded | Not given
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| Based in | US
| JP
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| Pricing model | Freemium
| Freemium
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| Pricing | Free for 30 days, then $19/month for unlimited questions, connected accounts, what-if scenarios, and transparent math.
| Free: $0/month (2 users, 3 rooms, 500MB storage). Solo: $35/month (1 seat, 10 rooms, 5GB storage). Starter: $69/month (3 users included, +$15 per additional user, 30 rooms, 10GB storage). Business: $199/month (10 users included, +$19 per additional user, unlimited rooms, 50GB storage). Enterprise: C
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| Key features | - Connect bank and investment accounts
- Ask financial questions in natural language
- What-if scenario analysis
- Show the Math transparency
- Historical scenario testing
| - Rooms: shared spaces per project with files, conversations, notes, tasks, and decisions
- File tracking: see which clients opened files and which pages they read
- Decision timeline: trace agreements over time with original source records
- Zoom integration: automatic transcript recording and saving to Rooms
- AI agent with approval: drafts responses, reminders, and reports before human review
- Task management: assign tasks with due dates to both team and client
- Slack and LINE sync: messages sync between Room and external chat apps
- Analytics: view logs, engagement reports, and AI-powered project health scoring
- Stakeholder map: visualize project relationships with roles and influence
- Permission controls: choose what clients see and what stays internal per page
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| What makes it different | - Transparent calculations you can inspect
- Read-only access with no data training on finances
- Asks questions in natural language instead of building spreadsheets
| - AI answers questions from Room records with citations to original sources
- Clients join with one click from invitation email; no account creation required
- Works alongside existing tools like Backlog and kintone without migration
- File view tracking shows client engagement and helps spot stalled projects
- All client-facing messages and reports require human approval before sending
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| Free plan | Not given
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| Open source | Not given
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| Platforms | Not given
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| Public API | Not given
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| Community votes | 0 | 0 |
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| DR (Domain Rating by Ahrefs) | 12 ▲ +3 (up) since last check | 8 ▲ +1 (up) since last check |
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| Trust Flow (Majestic) | 21 | 0 |
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| Citation Flow (Majestic) | 25 | 17 |
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| Referring domains (Majestic) | 49 | 7 |
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