Simple, Transparent Pricing
Your financial data, your control. No bank logins, ever. Choose the plan that fits your needs. Start free and upgrade anytime.
Start Your 14-Day Trial
Get the full Plus experience and process up to 5 statements for free
• Full spending reports & analytics • Export in all formats • Custom categories • 10 AI analyses per statement
No credit card required • Trial ends after 14 days OR 5 statements (whichever comes first)
Free
- Basic AI categorization
- View transactions
- 5 statements max
- 10 pages total limit
- 1 AI analysis per statement
- CSV/Basic export only
Plus Monthly
- Full system access
- Advanced AI categorization
- All export formats
- Custom categories
- Spending reports & analytics
- 100 pages per month
- 10 AI analyses per statement
Plus Yearly
- Everything in Plus Monthly
- Save $17.89 per year
- Annual financial reports
- Priority support
Pay-as-you-go Credits
Need more pages? Purchase additional credits that roll over month to month.
- • Credits roll over month to month
- • Works with any plan
- • No expiration date
Compare Plans
| Feature | Free | 14-Day Trial | Plus |
|---|---|---|---|
| Statement Processing | 5 statements total | 5 statements max | Unlimited statements |
| Page Limit | 10 pages total | 10 pages during trial | 100 pages/month + credits |
| AI Analysis | 1 per statement | 10 per statement | 10 per statement |
| Export Formats | View only | CSV, Excel, JSON | CSV, Excel, JSON |
| Custom Categories | |||
| Spending Reports | |||
| Duplicate Prevention | |||
| Trial Duration | N/A | 14 days OR 5 statements | N/A |
| Data Retention | 30 days | Unlimited during trial | Unlimited |
Your Financial Data, Your Control
Unlike Open Banking solutions (Plaid, Yodlee, etc.), we never need your bank login credentials.
Works with Any Bank
Upload statements from any financial institution. No API connections required.
Complete Privacy
Your login credentials stay secure. We process PDFs, not live bank connections.
No Risk of Account Lockouts
Banks can't block access since we never connect to their systems directly.