Tax and financial planning from a CPA and Financial Planner team for one flat fee
Stage
Not given
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Founded
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Based in
US
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Pricing model
Not given
Freemium
Pricing
Manual: Free forever. Plus: $4.99/month, $11.99/quarter, or $39.99/year with 14-day free trial.
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
Key features
Free manual budgeting with no account required
Read-only bank sync through Plaid
Automatic transaction categorization
Budget tracking by category
Bills and subscription detection
Spending leak detection
Savings goals tracking
Statement import from multiple formats
Import history from Mint and other apps
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
What makes it different
Truly free plan with no ads or data selling
Available on Android now with web version coming
Easy cancellation through Google Play
Transparent, reliable bank sync with status page
All-in-one: AI software, CPA, and Financial Planner on one integrated team
BudgetKind
Nino