| What it does | Connect your bank to AI and get real answers
| AI-powered wealth tracking and portfolio management platform for complex investments
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| Stage | Not given
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| Founded | Not given
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| Based in | US
| US
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| Pricing model | 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.
| Individual Investors - Annual billing (20% savings): Starter Free, Plus $145/month, Premium $375/month, Elite $795/month. Monthly billing: Starter Free, Plus $180/month, Premium $495/month, Elite $995/month. Family Office plans available by contacting sales.
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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
| - AI document processing for financial statements and K-1s
- Sync multiple bank and brokerage accounts
- Performance tracking across public and private investments
- Portfolio organization by entity (LLCs, trusts, IRAs)
- Cash flow planning with scenario modeling
- Co-investment and ownership stake tracking
- Role-based access and permissions
- AI-powered portfolio query and insights
- Automated reporting and statements
- Support for multiple asset classes
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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
| - All-in-one platform combining portfolio tracking, cash flow modeling, document analysis, and reporting without spreadsheets
- AI-powered document processing that extracts data from financial statements automatically
- Multi-entity and multi-client portfolio management for family offices and advisors
- Comprehensive asset class coverage from traditional to crypto and alternative investments
- No financial product upselling or conflicts of interest
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| Community votes | 0 | 0 |
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| DR (Domain Rating by Ahrefs) | 13 ● no change since last check | 33 ● no change since last check |
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| Trust Flow (Majestic) | 13 | 8 |
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| Citation Flow (Majestic) | 32 | 20 |
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| Referring domains (Majestic) | 110 | 219 |
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