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Each plan pays for itself.

Free for two accounts and the basics. See for yourself with a 14-day trial on any paid plan.

Basic

Your AI can see your money.

Connect Claude or ChatGPT to your bank accounts and start asking questions — for free.

Free

Kick the tires

  • Connect up to 2 financial accounts
  • 100 MCP tool calls per month
  • 1 personal view with basic filters
  • Ready-made rules from the library (auto-categorise, tag, clean merchant names)
  • Basic metrics: net worth & monthly spend
  • Self-serve support

Organise

Your AI can organise your money.

Full rules engine, write access, custom categories — everything to let your AI whip your finances into shape.

US$8.99

/mo

Billed US$26.97 every quarter

14-day free trial — cancel any time

Everything in Basic, plus:

  • Up to 15 account connections
  • 15 AI-crafted pattern rules — spot anomalies, price creep and recurring-charge drift
  • MCP read + write tools, 1,000 calls per month
  • 10 custom categories & unlimited tags
  • Full financial metrics with AI delta analysis
  • Financial health trackers
  • Non-destructive edit history & undo
  • Email support

Operate

Business

Your AI can run the operation.

Hundreds of accounts, unlimited rules, and the MCP headroom for AI to keep the books — for when finances start to feel like infrastructure.

US$89.10

/mo

Billed US$267.30 every quarter

14-day free trial — cancel any time

Everything in Automate, plus:

  • Up to 500 account connections
  • 300 custom categories
  • Unlimited AI-crafted pattern rules
  • 500 manual accounts
  • Unlimited manual transactions and balance history
  • 100,000 MCP calls per month
  • 500,000 API requests per month

Pricing questions

Yes. Every paid plan includes a 14-day free trial. You can cancel at any time during the trial and you won't be charged.

Ready to connect your AI to your money?

Start with the free plan. No credit card required.