Plans Made for Your Financial Goals

Starter

$14.99

/month

Budget tracking & planning

5 financial goals

Email support

Basic analytics dashboard

5GB secure cloud storage

Starter

$14.99

/month

Budget tracking & planning

5 financial goals

Email support

Basic analytics dashboard

5GB secure cloud storage

Starter

$14.99

/month

Budget tracking & planning

5 financial goals

Email support

Basic analytics dashboard

5GB secure cloud storage

Growth

$39.99

/month

Everything in Starter

Unlimited financial goals

Priority email & chat support

Advanced analytics

50GB secure cloud storage

Growth

$39.99

/month

Everything in Starter

Unlimited financial goals

Priority email & chat support

Advanced analytics

50GB secure cloud storage

Growth

$39.99

/month

Everything in Starter

Unlimited financial goals

Priority email & chat support

Advanced analytics

50GB secure cloud storage

Business

Custom

/month

Everything in Growth

Dedicated account manager

API access & custom integrations

Real-time collaboration

24/7 premium support

Business

Custom

/month

Everything in Growth

Dedicated account manager

API access & custom integrations

Real-time collaboration

24/7 premium support

Business

Custom

/month

Everything in Growth

Dedicated account manager

API access & custom integrations

Real-time collaboration

24/7 premium support

Find the Perfect Plan for Your Business

Explore flexible options designed to scale with you—transparent, affordable, and built for growth.

Transparent Pricing, No Surprises
Scalable Plans for Every Stage
24/7 Customer Support

Feature

Starter ($14.99)

Starter ($39.99)

Business (Custom)

Access to Financial Tools

Report Downloads

5/month

Unlimited

Unlimited

Data Storage

10GB

Unlimited

Unlimited

Email Support

Community Access

Financial Dashboard

Priority Support

24/7 Priority

24/7 Priority

Dedicated Financial Advisor

API & CRM Integration

Custom Financial Solutions