For consultants and globally mobile professionals

Your money lives in multiple places.
Your net worth lives in one.

Every account, asset, and currency in one live picture of your net worth, updated as you get paid. Banks sync read-only, everything else takes one sentence, and live FX rolls it all into a single home total.

Free plan. No credit card. Cancel anytime.

You type or say
Voice or keyboard
“Chase checking is now 9,007 dollars.”
Chase Checking·USD 9,007·today·up USD 875
You review before anything saves. Always.
The History matrix

Twelve months of net worth in one grid.

Accounts down the side, months across the top. Bank balances fill in on their own, voice updates cover the rest, and planned events sketch the months ahead. Every cell converted to your home currency.

Green is an asset. Amber is a liability. Blue italic is forecast. The same colors mean the same things everywhere in the app.

Concentration warning: Rome apartment is 59% of your net worth.
AccountMarAprMayJunJul
Scotiabank (CAD)4,200-8503,9004,1004,300
UNFCU Savings12,40012,90013,40013,90014,400
Rome apartment..165,000165,000168,000
Chase Checking.8,132.9,400.
AssetLiabilityForecast
Net worth
USD 281k
Liabilities
USD 64k
Assets
USD 345k
Runway
14 months
Liquid
USD 96k
Cash
USD 31k
Investments
USD 118k
Largest holding
59%
USD exposure
61%
Savings rate
24%
MoM change
+1.8%
YoY change
+12.4%
Analytics dashboard

Your money in twelve numbers.

Position at the top. Composition in the middle. Momentum at the bottom. The dashboard that answers "what am I worth, where is it, and which way is it moving" without scrolling.

Savings rate, runway, currency exposure, largest holding. Every tile shows its formula so nothing is a black box.

Daily change (May 2026)

Mon
Tue
Wed
Thu
Fri
Sat
Sun
1
+120
2
·
3
·
4
+85
5
+240
6
+95
7
no data
8
+1.8k
9
·
10
·
11
+75
12
+140
13
+2.4k
14
+60
15
+310
16
·
17
+90
18
 
19
 
20
 
21
 
22
 
23
·
24
·
Day by day

Watch your net worth move while you work.

Banks sync every day, and every day shows what your net worth did. The payday spike, the quiet weeks, the day nothing moved. And when someone glances at your screen, the privacy eye hides every balance in one tap.

Bank connections

Your balances, already in the queue.

Connect banks in the US, Canada, and Europe through Plaid and TrueLayer. Read-only, always. Fresh balances land in a review queue and post to your accounts with one tap.

Ora spots recurring subscriptions in the feed and flags cancel candidates. Tokens are encrypted with AES-256-GCM, and Ora can never move money, only read balances.

From your banks (3 to review)
Synced this morning
Chase Checking · USD 9,007
Today 07:12 · up USD 875
Plaid · Chase
Intesa Sanpaolo · EUR 12,940
Today 07:12 · up EUR 310
TrueLayer · Intesa Sanpaolo
Scotiabank · CAD 4,180
Today 07:13 · down CAD 62
Plaid · Scotiabank
PlaidTrueLayerRead-only. Ora can never move your money.
Capture to statement

A month of updates. One clean statement.

Every sync and voice update rolls into a net-worth statement. Export to Excel any time, every account and currency included, ready for your accountant or your mortgage application.

Your month
Chase Checking · syncedUSD 9,007
Rome apartment · updated by voiceEUR 165,000
UNFCU Savings · updated by voiceUSD 41,300
Etihad Bank · addedJOD 8,200
Net worthUSD 281,404
Consultant logo
Consultant Advisory
consultant@consultantfirm.com
Statement
May 2026
Accounts (1 of 17)
Chase Checking
Total assetsUSD 345,600
Total liabilitiesUSD 64,196
Net worthUSD 281,404
Every account and currency included
Signed
Signature
Synced. Manual. Forecast.

Every number knows where it came from.

Bank accounts sync on their own. Everything else takes one sentence, typed or spoken. Planned events project the months ahead. Every balance carries its state, so you know what is live and what needs a nudge.

Manual balances show when you last touched them, so a stale number never hides inside your total.

Scotiabank (CAD)
Tax refund expected · Aug · CAD 3,900
Forecast
UNFCU Savings
Updated by voice · Tuesday · USD 12,880
Manual
Chase Checking
Live via Plaid · 2 minutes ago · USD 9,007
Synced
Owner views

You, your partner, the whole household.

Tag every account with an owner and flip between three views: just yours, just theirs, or everything combined. One tracker for the household, not three spreadsheets.

You
Your accounts
9 accounts · USD 173,000
Partner
Their accounts
6 accounts · USD 84,000
Joint
Shared accounts
2 accounts · USD 24,404
Multi-currency

Multiple currencies. One net worth.

Every account keeps its native currency. Live FX rolls dollars, euros, Canadian dollars, and Jordanian dinars into one home-currency total, with the source amounts always preserved.

USD 50,507EUR 160,000CAD 5,600JOD 10,300BTC 0.42USD 281,404
Live exchange rates. Native currency stays on every account, statement, and report.

Pricing that fits your practice.

Start free. Plus connects your banks and covers unlimited accounts. Pro adds the History matrix, analytics, and unlimited connections. Every plan works offline. Cancel anytime.

Save up to 17% when you pay annually

Free

Start here

Free
  • +Up to 75 AI captures/month (voice or typed)
  • +Up to 5 manual accounts
  • +Net worth in your home currency
  • +Net-worth history and basic reports
  • +Assets and liabilities (credit cards, loans)
  • +Works offline - update with no signal, syncs when you reconnect
  • +Search and filter
  • +Available in 26 languages

Plus

For your whole household. 1,500 captures.

30-day Pro trial included
$9.99/mo
Save 17% with annual
  • +Everything in Free
  • +Up to 1,500 AI captures/month
  • +Unlimited accounts
  • +Bank connections (30-day Pro trial included)
  • +Export to Excel
  • +Multi-currency net worth with live FX

Pro

Strategic view. Unlimited everything.

$15.99/mo
Save 17% with annual
  • +Everything in Plus
  • +Unlimited AI captures
  • +History matrix: 12 months, every account, net worth over time
  • +Analytics dashboard: net worth, exposure + runway ratios
  • +Allocation reports: asset class, currency, country, owner
  • +Unlimited bank connections
  • +Planned-events forecast

Annual plans are billed once a year up-front. Cancel any time from the Stripe Customer Portal. Monthly plans renew every month and can also be cancelled at any time.

Less spreadsheet. More clarity.™

Start for free