Tax and financial planning from a CPA and Financial Planner team for one flat fee
Every rupee you spend. Already in your inbox.
Stage
Not given
Startup
Founded
Not given
2025
Based in
Not given
IN
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
Not given
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
Auto-track UPI, bank and card transactions from alert emails
Automatic transaction categorisation
Monthly budget tracking and alerts
Recurring subscription and bill detection
Net worth tracking with mutual funds and liabilities
Joint account support
Read-only Gmail connection
Manual transaction entry for cash spending
Per-bank transaction views
Coverage tracking with freshness labels
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 SMS permission required, reads only bank alert emails
No bank login or Account Aggregator needed
Joint accounts included in single personal view
Automatic mutual fund CAS import from Gmail
Transparent coverage tracking with freshness indicators
Nino
Glass Money