| What it does | Tax and financial planning from a CPA and Financial Planner team for one flat fee
| A private budget app that shows what you can safely spend
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| Stage | Not given
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| Founded | Not given
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| Based in | Not given
| US
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| Pricing model | Freemium
| Free trial
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| 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
| 7-day free trial, then monthly or annual subscription. Exact pricing shown in App Store or Google Play purchase flow.
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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
| - Freeflow Engine - shows what is actually usable after protecting bills, debt, and savings
- Cash Low Point Monitoring - projects how low available cash may fall before next paycheck
- Afford It Decision Tool - checks whether a purchase fits the financial plan
- Bill Reminders - track upcoming, due, paid, and overdue bills
- Debt Payoff Tools - snowball and avalanche calculations with interest savings
- Savings Goal Tracking - create and track progress on savings goals
- Reserved Cash - separate committed money from everyday spending
- Paycheck Planning - plan around income timing including irregular income
- Manual Budgeting - plan without connecting a bank account
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| 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 sync or bank credentials required - keeps financial data private and avoids broken connections
- Local-first architecture - financial data stored on device, never sold
- Looks forward to upcoming obligations instead of backward at past spending
- Shows safe-to-spend amount rather than just balance
- Manual budgeting keeps users close to their money
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| Community votes | 0 | 0 |
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| DR (Domain Rating by Ahrefs) | 34 ● no change since last check | 2 ● no change since last check |
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| Trust Flow (Majestic) | 10 | 0 |
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| Citation Flow (Majestic) | 37 | 20 |
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| Referring domains (Majestic) | 78 | 10 |
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Nino
Savern