View your complete financial picture from bank statements and screenshots without logging into your bank
DIY retirement and financial planning with full tax detail and Claude AI assistance
Stage
Not given
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Founded
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Based in
CA
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Pricing model
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Freemium
Pricing
Not given
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.
Key features
Upload bank statements and screenshots for analysis
View spending across all accounts
Track savings and investments
Monitor debt
Calculate net worth
Plan for retirement
Access on iPhone, Android, and web
No bank login required
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
What makes it different
Upload statements without bank login access
Unified view of all financial accounts in one picture
Available across multiple platforms including mobile and web
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
MoneyLens AI
FinZot