AI-powered wealth tracking and portfolio management platform for complex investments
Automatic expense tracker that categorizes bank, card and UPI alerts without manual entry
Stage
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Founded
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Based in
US
IN
Pricing model
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Pricing
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.
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
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
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
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
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
Vyzer
Tab.it