Free tier with limited AI usage; Pro $17/mo billed annually or $20/mo monthly; Max $200/mo
Free with optional in-app purchases. Pro available as monthly subscription (renews automatically unless canceled), yearly subscription, or Lifetime one-time purchase. Prices vary by App Store region and local currency. See App Store for current pricing.
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
Automatic Apple Wallet transaction tracking via iOS Shortcuts automation
Receipt scanning with OCR for merchant, amount, tax and line items
Manual expense entry with categories and search
Multi-currency support across over 15 currencies
Weekly and monthly spending analytics
Budget tracking and savings goals
Subscription renewal tracker with upcoming renewal alerts
Manual loan tracking with payment reminders
Data export in CSV, PDF and XLSX formats (Pro)
Premium AI financial insights and pattern analysis (Pro)
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
No bank login required or Plaid integration needed
Captures eligible Apple Pay transactions automatically without reading complete wallet history