Pricing
Start free. Upgrade when the decisions get expensive.
Every plan is built on the same engine that models your real balances, rates and cash flow — you're only paying for how much of the thinking we do for you.
Choose your billing cycle
Free
See your whole picture, entered your way.
$0forever
- Net worth dashboard
- Basic budgeting & cash flow
- Manual account entry
- Up to 5 custom items
- Simulator, compound calculator & advisor locked
Most popular
Pro
Automate the inputs, unlock the intelligence.
$9.99/month
- Everything in Free
- Decision simulator
- Compound interest calculator
- Automatic account syncing
- Long-range forecasting & reports
- Debt payoff plans with amortization
- Investment tracking
- Unlimited goals, items & scenarios
$9.99/month. Cancel anytime.
CFO+
An AI personal CFO that tells you what to do each week.
$19.99/month
- Everything in Pro
- AI financial advisor chat
- Weekly AI CFO action plan
- Priority decision simulations
- Proactive alerts on every money decision
- Tax-aware payoff vs. invest guidance
$19.99/month. Cancel anytime.
What's included
Simulator and compound calculator require Pro. The AI advisor requires CFO+.
| Feature | Free | Pro | CFO+ |
|---|---|---|---|
| Net worth dashboard | |||
| Budgeting & cash flow | |||
| Custom assets & liabilities | Up to 5 | Unlimited | Unlimited |
| Decision simulator | |||
| Compound interest calculator | |||
| Long-range reports & forecasting | |||
| Debt amortization schedules | |||
| Automatic account syncing | |||
| Saved scenarios | Up to 2 | Unlimited | Unlimited |
| AI financial advisor chat | |||
| Weekly AI CFO action plan |
Paid plans are billed immediately and renew automatically. Cancel anytime from Billing. Upgrades start immediately; downgrades take effect at your next renewal.