| What it does | Connect your bank to AI and get real answers
| Connected financial planner for Indians in India and abroad
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| Stage | Not given
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| Founded | Not given
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| Based in | US
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| Pricing model | Freemium
| Freemium
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| Pricing | Base: $5/month billed annually or $9.95/month billed monthly. Investor: $8.25/month billed annually ($99/year) or $12.95/month billed monthly. Both include a 7-day free trial.
| Free forever with all calculators and financial health check. Pro from $12/month or $99/year. Advisor $99/month and Advisor Pro $299/month for financial advisors.
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| Key features | - Ask Claude, ChatGPT, or any MCP client about spending, budgets, and balances
- 10,000+ US bank connections via Plaid
- Automatic transaction categorization with user-defined rules
- Auto-sync transactions to Google Sheets and Excel
- Track cards, loans, balances, APRs, and due dates
- Split mixed purchases into budget categories
- Connect investment and retirement accounts
- Scheduled check-ins and recurring tasks via AI
| - Free financial calculators for SIP, FIRE, retirement, EMI, tax and more
- Connected financial planner tracking income, expenses, goals, assets and net worth
- AI-generated personalized action plans ranked by urgency
- FinChat AI planning assistant with 200 messages per month on Pro
- Multi-currency support for eight currencies including INR, USD, EUR, GBP
- PDF reports and scorecards for Pro users
- NRI-specific tools for residential status and returning to India
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| What makes it different | - No data stored on servers; credentials stay with Plaid and money never moves through OpenBudget
- One subscription with everything included; no ads or data selling
- Automatic spreadsheet sync with no manual CSV exports
| - Connected workspace where cash flows, investments, goals, loans and SIPs stay connected
- Treats Indians abroad as core audience with multi-currency and residency rule support
- Never connects to bank or investment accounts; data encrypted with AES-128
- Recommendations follow standard financial planning order, not a generic checklist
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| Community votes | 0 | 0 |
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| DR (Domain Rating by Ahrefs) | 13 ● no change since last check | 5 ● no change since last check |
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| Trust Flow (Majestic) | 13 | 26 |
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| Citation Flow (Majestic) | 32 | 25 |
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| Referring domains (Majestic) | 110 | 15 |
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OpenBudget
FinPlann