Personal finance software with budgeting and cashflow forecasting
Subscription management and recurring billing, run by AI agents
Stage
Established
Established
Founded
2008
2016
Based in
Not given
CA
Pricing model
Not given
Not given
Pricing
Not given
Free plan ($0/month) with $100 signup credit and up to 100 customers. Advanced plan ($450/month) with $100 signup credit and up to 2,000 customers. Professional plan ($800/month) with $100 signup credit and up to 5,000 customers. Enterprise plan (custom pricing) for 5,000+ customers. Optional AI cre
Key features
Automatic bank feeds from 12,000+ institutions
Multi-currency support
Cashflow forecasting up to 60 years
Custom dashboards
Flexible budgeting
Transaction search and categorization
File management
Net worth tracking
AI assistant integration
What-if scenario planning
Dynamic paywalls with metered, freemium, and hard wall options
Recurring billing across multiple cycles with smart retries
Multi-gateway, multi-currency payment processing
Automated invoice generation, sending, and reconciliation
Membership tiers with distinct pricing, perks, and access rules
Print and digital subscription management in one dashboard
AI-powered customer service and support automation
SSO, SAML, and OIDC authentication
USPS address verification and presorting
What makes it different
Forecasting up to 60 years into the future
Flexible, customizable approach to budgeting
AI integration for financial insights
Over 391,000 users globally
User data monetization-free business model
AI agents automate billing, renewals, and customer service
Single platform replacing five to six separate tools
Built by publishing operators who understand the industry
Revenue recognition and accounting compliance (ASC 606, IFRS)
Enterprise-grade security with SOC 2 Type II compliance