Tax and financial planning from a CPA and Financial Planner team for one flat fee
Budget app that shows what's coming so you can plan ahead
Stage
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Founded
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Based in
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US
Pricing model
Freemium
Free trial
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
1-week free trial with full access. After trial: $9.99/month or $99.99/year (approximately $8.33/month, saves $19.89 versus monthly)
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
Bank account connections via Plaid (read-only)
Automatic transaction import and categorization
Recurring bill and subscription detection
Budget alerts and warnings before limit breaks
Savings goals funded by skipped expenses
Forward-looking spending projections
Voice-powered expense entry
AI-assisted expense categorization
iOS home screen widgets
Push notifications for renewals and budget alerts
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
Shows what's coming next with forward-looking spending projections
Automatically detects and tracks recurring bills and subscriptions
Voice-powered expense entry for quick cash tracking
Savings goals that accumulate from skipped expenses
Warns before charges hit with advance notifications
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