Canadian credit card rewards optimizer that matches every expense to the right card using cap-aware algorithms
Tax and financial planning from a CPA and Financial Planner team for one flat fee
Stage
Startup
Not given
Founded
Not given
Not given
Based in
CA
Not given
Pricing model
Freemium
Freemium
Pricing
Free Core: $0/month. Pro Automator: $7.99 CAD/month or $79.99 CAD/year (billed annually, saving 16%)
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
Automated bank sync via Plaid with read-only access
50+ Canadian credit cards from major issuers
Custom point valuations for Aeroplan, AMEX MR, and Scene+
Max AI strategist for conversational credit card advice
CSV exports and tax-time breakdowns
12-month spending and cap history tracking
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
Only optimizer built specifically for Canadian card spending caps and reward structures
100% mathematically neutral recommendations with no affiliate bias
Dynamically reallocates spending when card caps are hit
SOC2-compliant Plaid integration with zero password storage
Free tier provides full cap-aware optimization at no cost
All-in-one: AI software, CPA, and Financial Planner on one integrated team
Wallet Fit
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