A secure digital vault to organize your financial accounts, property and documents for your family
Stage
Not given
Not given
Founded
Not given
Not given
Based in
Not given
GB
Pricing model
Free
Paid
Pricing
Not given
Monthly membership: £4.00 GBP per month. Annual membership: £39.00 GBP per year. Both plans include unlimited accounts and nominees, document storage, check-ins, and controlled release. 14-day free trial available with no card required.
Key features
Receipt scanner with OCR in 7+ languages
165+ currencies supported with automatic exchange rates
Multi-currency budgets with alerts and notification thresholds
Unlimited custom spending categories
Dashboard and reports with period comparison
GPS-based currency suggestions and repeat expense auto-fill
ChatGPT plugin for conversational expense tracking
Chrome extension for adding expenses from browser
iCloud sync, CSV import and export, Siri Shortcuts
Secure encrypted wealth inventory
Automated wellbeing check-ins
Primary Nominee legacy hand-over
Non-custodial asset tracking
AES-256 encryption at rest and TLS encryption in transit
Two-Factor Authentication for account security
UK-hosted data on Google Cloud infrastructure
Family Account linking for household transparency
Multi-step inactivity verification process
What makes it different
No bank connections or accounts required
All financial data stays on your device with no servers ever seeing your expenses
On-device receipt OCR without sending contents to servers
Non-custodial vault means we never access your money or store your passwords
Proactive monitoring through smart inactivity alerts unlike reactive financial tools
All data encrypted and stored exclusively in the UK
KashLog
SuccessionKeeper