A secure digital vault to organize your financial accounts, property and documents for your family
Automatic expense tracker that categorizes bank, card and UPI alerts without manual entry
Stage
Not given
Not given
Founded
Not given
Not given
Based in
GB
IN
Pricing model
Paid
Not given
Pricing
Monthly membership: £4.00 GBP per month. Annual membership: £39.00 GBP per year. Both plans include unlimited accounts and nominees, document storage, check-ins, and controlled release. 14-day free trial available with no card required.
Free plan available forever with no time limit. Tab.it Plus at ₹199/month (first month free). Tab.it Premium at ₹399/month or ₹3,999/year (first month free).
Key features
Secure encrypted wealth inventory
Automated wellbeing check-ins
Primary Nominee legacy hand-over
Non-custodial asset tracking
AES-256 encryption at rest and TLS encryption in transit
Two-Factor Authentication for account security
UK-hosted data on Google Cloud infrastructure
Family Account linking for household transparency
Multi-step inactivity verification process
Automatic expense tracking from bank and UPI SMS alerts
Receipt scanning with AI extraction
Bill splitting and group settlement
Spending analytics and trend identification
On-device SMS filtering for privacy
iOS Shortcuts automation for iPhone SMS tracking
What makes it different
Non-custodial vault means we never access your money or store your passwords
Proactive monitoring through smart inactivity alerts unlike reactive financial tools
All data encrypted and stored exclusively in the UK
Automatic expense categorization without manual entry, using on-device SMS filtering
Built specifically for India with UPI and bank SMS support
Strong privacy through 9-layer on-device message filtering that never sends content to cloud
Integrated bill splitting with automatic settle-up calculations for groups
Free plan forever with core features including auto-tracking and bill splitting
SuccessionKeeper
Tab.it