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Simple pricing, powerful tools

Start free. Upgrade when your AI needs more power. Every plan includes a 14-day trial.

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
  • Read-only MCP tools for any AI agent
  • 1 personal view with basic filters
  • 5 template rules (auto-categorize, tag, clean names)
  • Basic metrics: net worth & monthly spend
  • Community support

Organize

Your AI can organize your money.

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

$9.99

/mo

14-day free trial — cancel any time

Everything in Basic, plus:

  • Up to 15 account connections
  • Full rules engine — unlimited rules, all criteria
  • MCP read + write tools (categories, tags, rules, merchants)
  • Unlimited custom categories & tags
  • Full financial metrics with AI delta analysis
  • Financial health trackers
  • Non-destructive edit history & undo
  • Email support
Includes Agency

Optimize

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:

  • Something exciting is on its way
  • We think you will really like this one
  • Join the waitlist to hear about it first
  • Share your referral key to jump the queue
  • Early access for our most engaged users
  • Stay tuned for the full reveal

Pricing questions

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

Ready to connect your AI to your money?

Start with the free plan. No credit card required.