Tax and financial planning from a CPA and Financial Planner team for one flat fee
iPhone expense tracker without bank login
Stage
Not given
Not given
Founded
Not given
Not given
Based in
Not given
AM
Pricing model
Freemium
Freemium
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
Free with optional in-app purchases. Pro available as monthly subscription (renews automatically unless canceled), yearly subscription, or Lifetime one-time purchase. Prices vary by App Store region and local currency. See App Store for current pricing.
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
Automatic Apple Wallet transaction tracking via iOS Shortcuts automation
Receipt scanning with OCR for merchant, amount, tax and line items
Manual expense entry with categories and search
Multi-currency support across over 15 currencies
Weekly and monthly spending analytics
Budget tracking and savings goals
Subscription renewal tracker with upcoming renewal alerts
Manual loan tracking with payment reminders
Data export in CSV, PDF and XLSX formats (Pro)
Premium AI financial insights and pattern analysis (Pro)
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 login required or Plaid integration needed
Captures eligible Apple Pay transactions automatically without reading complete wallet history
Nino
Monetor