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
Free trial
Freemium
Pricing
2 months free trial, then $9.99/month (USD)
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
Connect bank accounts securely with Plaid read-only access
Automatic transaction tracking and categorization
Monthly and yearly budgets with real-time updates
Transaction review queue to approve and categorize spending
Shared household access with Edit and View permissions
Savings goals tracking shared with household
Recurring subscription detection and price change alerts
Free loan calculator for any amount and rate
Can I afford it feature checks purchase against available funds
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
Automatically updates budget as transactions sync in real time
One shared place for entire household instead of multiple apps and spreadsheets
Read-only bank access means Savenello cannot move money
Designed specifically for couples and families with shared finances
No credit card required for 2-month free trial
All-in-one: AI software, CPA, and Financial Planner on one integrated team
Savenello
Nino