Pricing
Pick the plan that fits your practice.
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.