Perfect for individuals and small teams who need basic financial management tools
Per User/ Month
For the first 12 months
For growing businesses and individuals needing more advanced features.
Ideal for growing businesses or individuals who require more advanced features.
Per User/ Month
For the first 12 months
For growing businesses and individuals needing more advanced features.
This plan includes all the features from the Standard Plan, plus personalized financial advice, automated expense categorization.
Per User/ Month
For the first 12 months
For growing businesses and individuals needing more advanced features.
Keep track of all past transactions, with detailed logs for easy reference and analysis.
Manage multiple accounts in one place, offering seamless transitions and financial oversight across various accounts.
Stay connected to your finances on the go with a fully-featured mobile app for both iOS and Android devices.
Set personalized notifications for spending limits, bill due dates, and account balance changes to stay informed.
Simplify your tax filing process with automatic generation of financial reports for tax purposes, including income, expenses, and deductions.
Easily link your preferred payment methods and make seamless payments directly from your account with integrated systems.
We offer a range of financial services, including personal finance planning, investment advisory, debt management, retirement planning, and budgeting tools tailored to meet your needs.
Getting started is easy! Simply sign up on our website, and one of our financial experts will contact you to discuss your goals and create a personalized plan.
Yes, every plan is tailored specifically to your financial situation and goals. We work closely with you to develop a strategy that fits your unique needs.
Absolutely! Our team provides continuous support to help you stay on track, adjust your plans when necessary, and answer any questions you may have.
We offer a transparent pricing model with various plans based on the services you require. We’ll provide a detailed breakdown before you commit to any plan.
We prioritize your privacy and security. All your personal and financial data is protected with advanced encryption technologies and stored securely.