Tax and financial planning from a CPA and Financial Planner team for one flat fee
Stage
MVP
Not given
Founded
Not given
Not given
Based in
Not given
Not given
Pricing model
Freemium
Freemium
Pricing
Free forever for tracking expenses and subscriptions. Pro: $2.99/week or $39.99/year (approximately $3/month, saves 80%). 3-day free trial for Pro.
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
Log expenses with photo receipt scanning
Subscription tracking with renewal alerts
Automatic cheaper alternative suggestions
AI money assistant (Penny) for spending questions
Monthly spending breakdowns and insights
Price drop notifications
Subscription savings analysis
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
Spot forgotten subscriptions before they drain your budget for months
Find exact savings when switching to cheaper subscription alternatives
Ask Penny questions about spending in plain language without charts or filters
Expense logging with no manual typing via receipt photos
All-in-one: AI software, CPA, and Financial Planner on one integrated team
tracked.
Nino