Choose your plan
Simple, transparent pricing. Start free, upgrade when you're ready.
Showing prices in USD
Free
25 credits / month
- Receipt OCR scans
- Expense categorization
- Basic AI insights
- Community support
Saver
120 credits / month
- Everything in Free
- Statement extraction
- Monthly advisor insights
- Email support
Growth
600 credits / month
- Everything in Saver
- Full advisor reports
- Priority processing
- Higher-tier AI models
Wealth
1500 credits / month
- Everything in Growth
- Advanced analytics
- Max-tier AI models
- Bulk statement uploads
All prices in USD. Taxes may apply at checkout. Need a custom plan? Contact us.
Frequently asked questions
What are credits?
Credits are used for AI-powered actions like receipt scanning, statement extraction, and financial insights. Each plan includes a monthly allowance.
Do unused credits expire?
No. Unused credits roll over to the next billing cycle as long as your subscription is active.
Can I cancel anytime?
Yes. Cancellation stops future renewals. Your subscription stays active until the end of the current billing period. See our Refund Policy for details.
Can I change plans later?
Absolutely. Upgrade anytime for prorated access, or downgrade to take effect at your next billing cycle.