| What it does | AI-powered personal finance app that connects your financial accounts and suggests your smartest next move.
| A planning calendar for your money: bills, paydays and payments on their days, with the balance each day leaves you, weeks and months ahead.
|
|---|
| Stage | Startup
| Not given
|
|---|
| Founded | 2025
| Not given
|
|---|
| Based in | US
| Not given
|
|---|
| Pricing model | Free trial
| Freemium
|
|---|
| Pricing | 14-day free trial with full access to all features. After trial: $9.99 per month or $79 per year. Cancel anytime during trial with no charge.
| Free: The calendar with one calendar, repeating items, notes, search, computer and phone access, and calendar app import. Paid yearly: $69 USD a year (save 18%), includes Cash Flow Forecast, What-If Scenarios, Debt Planner, Savings Planner, Investment Planner, Card Rewards Optimizer, Challenges, Rep
|
|---|
| Key features | - AI Financial Advisors - 8 specialized agents personalized to your situation
- Automatic bank, card, and brokerage syncing with nightly transaction refresh
- Net worth tracking with peer percentile comparisons
- Smart budgeting with rollover and visual progress rings
- Goal forecasting with AI-powered projections
- Cash flow visualization with interactive Sankey diagrams
- Recurring charge and bill detection with price increase alerts
- Weekly personalized audio briefing
- Read-only bank connections through Plaid
- Encrypted bank access tokens with no credential storage
| - Calendar view of bills, paydays and planned payments
- Debt Planner to turn payments into a payoff plan with target month
- Savings Planner with goal dates and target paydays
- What-If Scenarios to test purchases before committing
- Integration with Lunch Money and YNAB
- Investment Planner for tracking investment goals
- Card Rewards Optimizer to maximize rewards
- Multi-currency calendar support
|
|---|
| What makes it different | - All 8 specialized AI agents included in every plan with no tiers or feature gates
- One prioritized next action based on your complete financial picture
- Full access during 14-day free trial with no charge if canceled
- Locked-in pricing for all subscribers even after price increases
| - See your exact balance every day for weeks and months ahead, not just today
- Works standalone without connecting to other apps; integrations are optional
- Free plan with full calendar forever after 14-day trial of all features
- Phone app coming soon for iPhone and Android; web version works in phone browser today
|
|---|
| Community votes | 0 | 0 |
|---|
| DR (Domain Rating by Ahrefs) | 35 ▲ +1 (up) since last check | 10 ● no change since last check |
|---|
| Trust Flow (Majestic) | 0 | 3 |
|---|
| Citation Flow (Majestic) | 19 | 13 |
|---|
| Referring domains (Majestic) | 5 | 4 |
|---|
PocketBuddy
Lunda