Start free. Upgrade when your AI needs more power. Every plan includes a 14-day trial.
Your AI can see your money.
Connect Claude or ChatGPT to your bank accounts and start asking questions — for free.
Free
Kick the tires
Your AI can organize your money.
Full rules engine, write access, custom categories — everything to let your AI whip your finances into shape.
$8.99
/mo
Billed $26.97 quarterly
14-day free trial — cancel any time
Everything in Basic, plus:
Your AI can move your money.
Automated transfers, shared views with your partner, rule-triggered money movement — your AI becomes your financial autopilot.
$22.49
/mo
Billed $67.47 quarterly
14-day free trial — cancel any time
Everything in Organize, plus:
Your AI can grow your money.
It's great that you're interested in what will come with this plan. The best way to find out is to join the waitlist. If you join and share your referral key, we'll let you know sooner than anyone else.
$XX.XX /mo
Everything in Automate, plus:
Yes. Every paid plan includes a 14-day free trial. You can cancel anytime during the trial and won't be charged.
Absolutely. Cancel from your billing page at any time. If you cancel during a trial, you won't be charged. After that, your plan continues until the end of your billing period.
Yes. Upgrade or downgrade at any time. When you upgrade, you're charged the prorated difference immediately. When you downgrade, the change takes effect at the end of your billing period.
We accept all major credit and debit cards via Stripe. All payments are processed securely.
Optimize is coming soon. Join the waitlist to get early access and be the first to know when it launches.
Start with the free plan. No credit card required.