Tax and financial planning from a CPA and Financial Planner team for one flat fee
Stage
Not given
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Founded
Not given
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Based in
IN
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Pricing model
Free
Freemium
Pricing
Not given
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
Automatic UPI and card payment logging
Subscription and EMI tracking with reminders
Cost splitting with friends via UPI reminders
Monthly spending breakdown by category
Savings goals tracking
Home screen widgets
Biometric app lock
Local CSV backup and export
Price shown in hours of work
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
No account, no tracking, no ads or analytics
Automatic logging of UPI and card payments
Built specifically for India with local payment methods
All-in-one: AI software, CPA, and Financial Planner on one integrated team
Patang
Nino