Personal finance that pays for itself.

Free for two accounts and the basics. 14-day trials on all paid plans.

Basic

Your AI can see your money.

Connect Claude or ChatGPT and start asking real questions — free, forever.

Free

Includes:

1-2 day sync
Balances refresh every day or two.
250 agent MCP toolcalls per day
Plenty to ask and explore.
Net worth & spending
See where your money goes.
Full undo & edit history
Roll back any change, anytime.
Basic data cleanup
Auto-categorize and tidy merchants.
Rules library
Subscription, income, transfer detection and more

Not included

Spending pattern detection rules
Upgrade to Organize for anomalies.
Developer API
Available on Automate and up.

Capacity

2 connected accounts
Link a checking and a card.
2 additional custom categories
On top of rich system categories.
2 manual accounts
Track cash you'd rather add via your connected agent.

Support

Self-serve support
Help center & community.

value

Organize

Your AI can tidy your money.

Edit access for your agent and a full rules engine to whip your finances into shape.

$7.99

/mo

Billed $95.88 yearly

14-day free trial — cancel any time

Try Organize free

Everything in Basic, plus:

Daily sync
Balances refresh every day.
1,000 agent MCP toolcalls per day
Room to read, edit, and tidy.
15 spending pattern detection rules
Catch anomalies and price creep.
Edit access
Your AI edits and tags for you.
Full metrics
AI "what changed & why" analysis.

Not included

Intraday sync
Available on Automate and up.
Developer API
Available on Automate and up.

Capacity

15 connected accounts
Bring your banks and cards together.
10 additional custom categories
Plus unlimited tags.
5 manual accounts
Up to 2,500 manual transactions.

Support

Email support
A real person, by email.

Automate

Your AI can move your money.

Rule-triggered transfers and shared views — your financial autopilot.

Popular with busy households & freelancers

$19.99

/mo

Billed $239.88 yearly

14-day free trial — cancel any time

Try Automate free

Everything in Organize, plus:

Sync every 8 hours
Fresher data.
10,000 agent MCP toolcalls per day
Let the assistant do the heavy lifting.
100 spending pattern detection rules
More automations watching your money.
Automated money movementComing soon
Rule-triggered transfers between accounts.
Shared partner viewsComing soon
Up to 3 people, one picture.
Developer APIComing soon
Build your own integrations.

Capacity

100 connected accounts
Plenty of room as life grows.
50 additional custom categories
Plus unlimited tags.
50 manual accounts
Up to 10,000 manual transactions.

Support

Priority support
Front of the line, always.

Operate

Founder

Your AI can run the operation.

Hundreds of accounts and unlimited rules, for finances that run like infrastructure.

Popular with founders, landlords & small businesses

$79.20

/mo

Billed $950.40 yearly

14-day free trial — cancel any time

Try Operate free

Everything in Automate, plus:

Sync every 2 hours
Near-real-time across everything.
25,000 agent MCP toolcalls per day
Headroom to never think about it.
Unlimited spending pattern detection rules
Automate as much as you like.
Unlimited manual history
Transactions & balances, no limit.
Developer APIComing soon
Build your own integrations.

Capacity

500 connected accounts
For finances that sprawl.
300 additional custom categories
Plus unlimited tags.
500 manual accounts
Unlimited manual transactions.

Support

Founder support
Direct line to the team.

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.

Get started free