| What it does | DIY retirement and financial planning with full tax detail and Claude AI assistance
| Track all your money in one app: bank accounts, cards, cash, exchanges and crypto with summaries in hryvnia
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| Stage | Not given
| Established
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| Founded | Not given
| 2021
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| Based in | Not given
| UA
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| Pricing model | Freemium
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| Pricing | Free tier: The whole planner and app including up to 4 plans with 12 scenarios each, tax engine, Monte Carlo analysis, and free trial of Claude connector. Plus tier: $100 USD per year with higher Claude connector limits.
| Free tier available without credit card. Plus: 199 ₴/month or 1,999 ₴/year. Family: 399 ₴/month or 3,999 ₴/year (up to 5 people). Business: 599 ₴/month or 5,999 ₴/year for sole proprietors. Prices include taxes; annual plans offer approximately 2 months free.
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| Key features | - Tax modeling down to lot-level cost basis with capital gains stacking
- Income tax calculation for 41 states and DC with local tax support
- Social Security modeling with earnings test and spousal benefits
- Monte Carlo analysis with thousand trials from real market history
- Claude AI integration for plan building and analysis
- Roth conversion and withdrawal optimizer
- Multi-scenario comparison with detailed scenario diffing
- Real estate modeling with depreciation and rental property analysis
- Family and household modeling with marriage, children, and moves
- Income tracking for salary, RSUs, pensions, and Social Security
| - Consolidate bank accounts, cards, cash and crypto in one dashboard
- Voice, text and receipt photo expense recording with Surikat AI
- Budget tracking with spending pace alerts
- Days Supply calculator on iPhone and Mac
- Annual spending heat map and analytics
- Shared spaces for families and couples
- Support for 8 crypto exchanges and wallets
- Multi-currency conversion to hryvnia
- AES-256-GCM end-to-end encryption
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| What makes it different | - Tax-focused planning engine that models actual tax impacts at lot level
- Claude AI integration that builds and updates plans via conversation
- Free core planner with optional paid Claude connector tier
- Variable spending model that adapts annually based on portfolio performance
| - Voice and photo receipt expense recording with AI categorization
- Consolidated view of all money sources with single hryvnia conversion
- Days Supply metric showing days until money runs out
- End-to-end encryption with data stored only in EU
- No data selling or AI model training on user information
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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 | Not checked yet ● no change since last check |
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| Trust Flow (Majestic) | 1 | 0 |
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| Citation Flow (Majestic) | 19 | 0 |
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| Referring domains (Majestic) | 29 | 0 |
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FinZot
Degroshi