View your complete financial picture from bank statements and screenshots without logging into your bank
Tax and financial planning from a CPA and Financial Planner team for one flat fee
Stage
Not given
Not given
Founded
Not given
Not given
Based in
CA
Not given
Pricing model
Not given
Freemium
Pricing
Not given
Software plans: Basic $20/month, Pro $100/month, Ultra $200/month, each with a 7-day free trial. Advisor plans (software plus CPA and Financial Planner team): Essential $3,600+/year, Plus $4,800+/year, Premier $12,000+/year. Additional state, K-1, or brokerage account: $150 each. Rental properties o
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
Connect financial accounts securely with read-only access
AI-powered financial forecasting and scenario planning
Dedicated CPA for tax planning and filing
Dedicated Financial Planner for retirement and wealth management
Tracks for organizing financial projects and decisions
Estate and beneficiary planning coordination
Multi-state and international tax coverage options
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
All-in-one: AI software, CPA, and Financial Planner on one integrated team