Your accounts, statements, and bills in one spreadsheet
Stage
Not given
Not given
Founded
Not given
Not given
Based in
US
US
Pricing model
Freemium
Freemium
Pricing
Free tier with limited AI usage; Pro $17/mo billed annually or $20/mo monthly; Max $200/mo
Free sample spreadsheet with example data. Starter: $4/month (or $48/year, save $8) for up to 3 banks. Plus: $9/month (or $108/year, save $18) for up to 8 banks and 3 brokerages. Add-ons: More connections $1.50/month or $15/year each; Investment history $3/month or $30/year.
Key features
Connect over 12,000 US banks and brokerages
Connect crypto exchanges and self-custody wallets
Track physical assets with live market data valuation
Real-time financial insights via call, chat, or email
Read-only access with no ability to move money
SOC 2 Type II certified encryption
Mobile-first web experience
AI-powered financial analysis connected to real accounts
Credit card statements and payment tracking
Recurring subscription detection
Built-in budgets and charts
Investment tracking with holdings
Weekly summary email
Import from other budgeting apps
Google Sheets and Excel sync
Read-only bank access via Plaid
Download as Excel, LibreOffice or CSV
What makes it different
Built by investors specifically for investors
AI answers questions using your real numbers, not generic examples
Institutional-grade analysis in real time, 24/7
Combines account aggregation with AI financial insights
Secure with encrypted data and no credential storage
Ready-made charts and budgets built into your spreadsheet, not in a separate app
Own your data in Google Sheets or Excel instead of in the app
Low starting price from $40 a year
Free sample spreadsheet to try without connecting a bank
Silvia
Aggregate Finance