| What it does | DIY retirement and financial planning with full tax detail and Claude AI assistance
| The AI-first financial app for gig workers
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| Stage | Not given
| Startup
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| Founded | Not given
| 2025
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| Based in | Not given
| US
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| Pricing model | Freemium
| 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 plan $0 per month. Pro $4.99 per month or $49.90 per year. Wealth Builder $9.99 per month or $99.90 per year. Annual billing is ten months. Optional managed portfolio carries a flat 0.25% per year of managed assets on paid plans only, billed monthly in arrears and deducted by custodian, not cha
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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
| - Multi-platform earnings tracking for Uber, DoorDash, Lyft, Instacart, Grubhub, Amazon Flex and others
- Automatic GPS-based mileage tracking with business vs personal mile classification
- AI-powered quarterly tax estimates and tax optimization
- Auto-save with automatic contributions from each payout
- Federal and state tax return preparation
- Qualified tips tracking and deduction up to $25,000
- PRActicle™ Roth IRA portable retirement account (coming soon)
- Bank-connected earnings dashboard with read-only access via Plaid
- AI Money Coach with tax tips and financial guidance
- Saver's Match rewards program for 2027
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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
| - Only platform combining auto-save, retirement savings, tax optimization, mileage tracking and multi-platform earnings in one app
- Built by gig workers who understand the gig economy firsthand
- Finds 1099 income from bank deposits that platforms don't report on 1099 forms
- No hidden fees, no data selling, read-only bank access for security
- Serves gig workers, payroll companies, fleets, and platforms with white-label solutions
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| Community votes | 0 | 0 |
| DR (Domain Rating by Ahrefs) | Not checked yet ● no change since last check | Not checked yet ● no change since last check |
| Trust Flow (Majestic) | 1 | 0 |
| Citation Flow (Majestic) | 19 | 25 |
| Referring domains (Majestic) | 29 | 42 |