Tax and financial planning from a CPA and Financial Planner team for one flat fee
Household money app for Canadian couples
Stage
Not given
MVP
Founded
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Based in
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CA
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
Net worth tracking for household and each partner
TFSA, RRSP, and FHSA contribution room tracking
CSV and PDF statement import
Automatic transaction categorization
Duplicate detection
Partner invitation and shared view
Recurring bill and income detection
Account transfer pairing
Two-factor sign-in and Face ID or passkey options
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 net worth with complete arithmetic and accounting
Canadian tax account room automatically updated
Takes about ten minutes per month
Handles complex household situations like rental suites and side businesses
Nino
Larch