| What it does | Personal finance app for expense tracking and budgeting with privacy and simplicity
| 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 | HU
| US
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| Pricing model | Free trial
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| Pricing | $59 per year for web and mobile app with all features included. 30-day free trial available with no credit card required.
| 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 | - Envelope or Zero-Based budgeting with Budget Assistant
- Bank statement import (OFX, QFX, CSV) with auto-categorization
- Siri voice integration for iPhone expense recording
- Financial reports on spending, income, vendors and cash flow
- Multi-account management for checking, savings, cash, credit cards and loans
- Cross-device synchronization across desktop, laptop and mobile
- Smart credit card and loan handling with automatic repayment planning
| - 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 | - Privacy-first design requiring no bank connection, only an email address
- Balance between simplicity and power for serious financial planning
- Clean, intuitive interface designed for ease of use
- Flexible usage as either simple tracker or full budgeting tool
| - 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) | Not checked yet ● no change since last check | 33 ● no change since last check |
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| Trust Flow (Majestic) | 3 | 8 |
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| Citation Flow (Majestic) | 20 | 20 |
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| Referring domains (Majestic) | 6 | 219 |
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