Tax and financial planning from a CPA and Financial Planner team for one flat fee
Expense Tracking Without Linking Your Bank
Stage
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Founded
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Based in
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ZA
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
On-device bank statement imports
Spending and category insights
Subscription and recurring-payment tracking
Multiple imported bank accounts
Custom transaction names, icons, and categories
Optional reminders for recurring payments
Google Wallet capture on Android
Export statement data
What makes it different
All-in-one: AI software, CPA, and Financial Planner on one integrated team
Nino
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