Tax and financial planning from a CPA and Financial Planner team for one flat fee
Take control of your financial future
Stage
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MVP
Founded
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Based in
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Pricing model
Freemium
Free
Pricing
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
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Key features
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
Income and expense tracking with category organization
Monthly budget planning and multi-year history comparison
Financial dashboard with income, spending, and forecast
Spending analytics to explore trends and compare periods
Scheduled transactions for recurring income and payments
Transaction templates for quick recording
Transaction calendar browsing by day
Savings goals and stashes for money management
Financial notes for reminders and planning
What makes it different
All-in-one: AI software, CPA, and Financial Planner on one integrated team
Flat fee pricing instead of percentage of assets
Tax filing included on every Advisor plan
30-day money-back guarantee on Advisor plans
No bank connection required; manual entry keeps your data private
Customizable groups and categories tailored to your needs
Progressive web app installable on phones and computers
Compare planned budgets against actual spending with color-coded indicators
Simple, ad-free design built for real-life money management
Nino
Budget Sense