Invest in clarity.
Start with a 14 day free trial. Scale as financial intelligence grows. Every plan ships with the full product during the trial; the recurring price applies after the fourteenth day.
Free Trial
TIER 01Fourteen days of full product access, end to end. No commitment, cancel any time before day 14.
- 1 bank account
- 3 months of history
- 3 AI runs per day
- Basic dashboard
- CSV upload only
- Unlimited AI runs
- Forecasting
- PDF reports & export
- Email alerts
Starter
TIER 02For freelancers and small businesses getting their finances organized.
- 3 bank accounts
- 12 months of history
- 20 AI runs per day
- Full dashboard and charts
- PDF, CSV, Excel upload
- Invoice management
- Basic forecasting
- Email alerts
- Priority support
Pro
TIER 03Full AI-powered financial intelligence for growing businesses.
- Unlimited bank accounts
- Unlimited history
- Unlimited AI runs
- Advanced analytics
- All file formats
- Full invoice management
- Advanced forecasting (30 / 60 / 90 day)
- Weekly CEO email reports
- Priority support
Prices in USD. Card on file required at sign-up. Cancel anytime from Settings before day 14 with no charge.
Honest answers, plainly written.
The questions most customers ask before they sign up, answered the same way the team would answer them on a sales call.
01What happens after the 14 day free trial?+
02Can a plan be downgraded or cancelled mid-cycle?+
03Are annual plans available?+
04Is there a refund policy?+
05Which payment methods are accepted?+
Start with a trial, scale with the numbers.
Drop the first statement and the dashboard is live before the kettle boils. Fourteen days, full access, no commitment.