Tax and financial planning from a CPA and Financial Planner team for one flat fee
Stage
Not given
Not given
Founded
Not given
Not given
Based in
US
Not given
Pricing model
Paid
Freemium
Pricing
$9.99/month or $69.99/year, first month free. No free tier. Billed through Apple App Store.
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
Key features
One weekly safe-to-spend number calculated from bills and savings goals
Automatic transaction tracking and categorization via Plaid
AI assistant Bob for personalized spending guidance
Leak detection to catch recurring habits and duplicate charges
Explanation of why your spending number changes
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
What makes it different
Simplicity - one number instead of complex category budgets
No manual categorization or maintenance required
AI-powered personalized coaching with Bob
Read-only bank connections that never store credentials
All-in-one: AI software, CPA, and Financial Planner on one integrated team
Pace
Nino