| What it does | DIY retirement and financial planning with full tax detail and Claude AI assistance
| Cash flow app for freelancers: what you can spend today
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| Stage | Not given
| MVP
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| Founded | Not given
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| Based in | Not given
| EE
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| Pricing model | Freemium
| Free trial
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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 for the first year for the first 100 people in early access. After that: US$9 per month or US$79 per year (or 9 € per month or 79 € per year for dashboards created from the Italian site). No automatic charges; email confirmation before billing begins.
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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
| - Import bank transactions from CSV, Excel, OFX/QFX, QIF or CAMT.053 files
- Automatic recognition of transactions from Chase, Bank of America, Wells Fargo, Capital One, Citi, American Express, Discover, Revolut, Wise, N26 and Fineco
- Connect Stripe for subscription renewals and payout tracking
- Import Fiverr earnings and forecast future payouts
- Browser extension for Chrome, Edge and Brave showing safe-to-spend at checkout
- Integration with Claude and ChatGPT for spending questions
- Multi-currency conversion using European Central Bank reference rates
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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
| - Shows what you can safely spend today without touching emergency funds or taxes over the next 12 months, not just current account balance
- Counts only income you can rely on (certain, half-certain, or uncertain) rather than all projected income
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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 | 3 ▲ +1 (up) since last check |
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| Trust Flow (Majestic) | 1 | 0 |
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| Citation Flow (Majestic) | 19 | 20 |
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| Referring domains (Majestic) | 29 | 6 |
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FinZot
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