Most of your app is based on the data you already have, whether it lives in a Google Sheet, an Excel file, or other data sources.
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What's included in the plan?
We offer flexible pricing plans to suit your unique financial journey, whether you’re just getting started or are a seasoned pro. With no hidden fees and a clear breakdown of costs, you’ll always know exactly what you’re paying for.
Everything in the Pro Plan, plus
Exclusive investment research & reports
One-on-one financial coaching sessions
Priority access to new features
Dedicated account manager
Why choose this Plan
No Hidden Fees: What you see is what you get. We believe in transparent pricing so you can focus on what matters most—your financial future. Our plans are designed to grow with you. Whether you need basic budgeting tools or advanced investment strategies, we have a plan that fits your needs.