Tax and financial planning from a CPA and Financial Planner team for one flat fee
Stage
Startup
Not given
Founded
2026
Not given
Based in
CA
Not given
Pricing model
Freemium
Freemium
Pricing
Free version available. Unspent More: 7-day free trial, then Monthly US$2.99 or Annual US$24.99
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
Track skipped purchases
See spending insights by category, merchant, and weekday
Set and track savings goals
Build streaks and earn achievements
Create quick logs for common skips
No bank connection required
Search and filter skips
Unlimited active goals
Ad-free experience with subscription
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
Tracks decisions not to spend rather than expenses already spent
Positive reinforcement approach instead of guilt-focused budgeting
No bank connection or transaction imports needed
Simpler alternative to traditional budgeting apps
All-in-one: AI software, CPA, and Financial Planner on one integrated team
Unspent
Nino