| What it does | Spreadsheet-style cashflow manager
| AI-powered wealth tracking and portfolio management platform for complex investments
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| Stage | Not given
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| Founded | Not given
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| Based in | Not given
| US
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| Pricing model | Freemium
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| Pricing | Free: $0/forever with 1 worksheet, desktop app (offline), and all core features. Premium: $6/month (billed yearly at $72/year or $9/month), includes unlimited worksheets, cross-device sync, mobile app access, web and desktop access, and priority support. 30-day free trial available with no credit ca
| Individual Investors - Annual billing (20% savings): Starter Free, Plus $145/month, Premium $375/month, Elite $795/month. Monthly billing: Starter Free, Plus $180/month, Premium $495/month, Elite $995/month. Family Office plans available by contacting sales.
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| Key features | - Continuous timeline view of past, present, and future financial life
- Automatic projection of recurring income and expenses
- Multi-currency and cryptocurrency support
- 100% offline desktop app with optional encrypted sync
- Cross-device sync for Premium users
- CSV and JSON import and export with no lock-in
- Mobile app for quick transaction capture
- Works on Web, Windows, macOS, Linux, iOS, and Android
- No signup or bank credentials required to start
| - AI document processing for financial statements and K-1s
- Sync multiple bank and brokerage accounts
- Performance tracking across public and private investments
- Portfolio organization by entity (LLCs, trusts, IRAs)
- Cash flow planning with scenario modeling
- Co-investment and ownership stake tracking
- Role-based access and permissions
- AI-powered portfolio query and insights
- Automated reporting and statements
- Support for multiple asset classes
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| What makes it different | - No signup, no bank linking, and works completely offline without any data selling or tracking
- Automatic recurring transaction projection so every future date shows your actual expected balance
- Single continuous timeline showing entire financial life instead of pages or months to click through
- Full data ownership with import/export in CSV and JSON preventing any vendor lock-in
| - All-in-one platform combining portfolio tracking, cash flow modeling, document analysis, and reporting without spreadsheets
- AI-powered document processing that extracts data from financial statements automatically
- Multi-entity and multi-client portfolio management for family offices and advisors
- Comprehensive asset class coverage from traditional to crypto and alternative investments
- No financial product upselling or conflicts of interest
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| Community votes | 0 | 0 |
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| DR (Domain Rating by Ahrefs) | 9 ▲ +1 (up) since last check | 33 ● no change since last check |
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| Trust Flow (Majestic) | 18 | 8 |
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| Citation Flow (Majestic) | 19 | 20 |
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| Referring domains (Majestic) | 53 | 219 |
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TinyCashflow
Vyzer