| What it does | The modern way to manage your money
| Every client project, in plain sight.
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| Stage | Not given
| MVP
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| Founded | Not given
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| Based in | Not given
| JP
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| Pricing model | Freemium
| Freemium
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| Pricing | Free 7-day trial available; subscription plans offered with pricing details available on pricing page
| Free: $0/month (2 users, 3 rooms, 500MB storage). Solo: $35/month (1 seat, 10 rooms, 5GB storage). Starter: $69/month (3 users included, +$15 per additional user, 30 rooms, 10GB storage). Business: $199/month (10 users included, +$19 per additional user, unlimited rooms, 50GB storage). Enterprise: C
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| Key features | - Account aggregation across 13,000+ financial institutions
- Automated transaction categorization
- Customizable budgeting
- Net worth tracking and reporting
- Recurring bill and subscription tracking
- Investment portfolio monitoring
- Financial goal setting and tracking
- Partner collaboration and shared accounts
- Customizable dashboard and reports
- Multi-platform synchronization
| - Rooms: shared spaces per project with files, conversations, notes, tasks, and decisions
- File tracking: see which clients opened files and which pages they read
- Decision timeline: trace agreements over time with original source records
- Zoom integration: automatic transcript recording and saving to Rooms
- AI agent with approval: drafts responses, reminders, and reports before human review
- Task management: assign tasks with due dates to both team and client
- Slack and LINE sync: messages sync between Room and external chat apps
- Analytics: view logs, engagement reports, and AI-powered project health scoring
- Stakeholder map: visualize project relationships with roles and influence
- Permission controls: choose what clients see and what stays internal per page
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| What makes it different | - Combines tracking, budgeting, investing and planning in single unified app
- No extra cost to collaborate with partner or financial advisor
- Connects to more financial institutions than competitors
- No ads and data never sold to advertisers
- Specifically designed for couples and families
| - AI answers questions from Room records with citations to original sources
- Clients join with one click from invitation email; no account creation required
- Works alongside existing tools like Backlog and kintone without migration
- File view tracking shows client engagement and helps spot stalled projects
- All client-facing messages and reports require human approval before sending
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| Free plan | Not given
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| Open source | Not given
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| Platforms | Not given
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| Public API | Not given
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| Community votes | 0 | 0 |
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| DR (Domain Rating by Ahrefs) | 73 ● no change since last check | 8 ▲ +1 (up) since last check |
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| Trust Flow (Majestic) | 41 | 0 |
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| Citation Flow (Majestic) | 49 | 17 |
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| Referring domains (Majestic) | 5326 | 7 |
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Terasu