$103,980.00
1. Connect
Choose between automatic or manual uploads, or a mix of both.
A home for all your finances.
Organise your finances, get instant clarity, and build a stronger financial future.
30 days free · Founder's discount
See how it works ↓
Advisor or accountant? Get early access
Bank-level security
Easy setup
Clean layout
Fractional cost
How it works
Simply connect your accounts, and see how they paint your financial picture.
2. We sort it
Transactions are auto-categorised. Feel free to edit categories as you see fit.
3. All done
We built every tab to be understood within seconds. You also have the option to view more details.
Clarity about money
should be accessible to everyone.
It's about time we make that happen.
What you get
Understand your money without a degree in finance.
View your accounts live
Catch up with the most recent changes directly from your dashboard. That includes live local currency rates.
Know your full net worth
Check your net worth including all types of assets and collectibles.
Get monthly recaps
Get clarity over your history via automatic monthly summaries.
Know your financial picture within seconds
Get an idea of where you're at, from budgets to payments and investments.
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Personalise categories to your own lifestyle
Edit categories to fit your preferences.
Get the same view as your advisor's
We log every session with full transparency. Their access is read and comment only.
Households
Money is a family matter, but privacy also matters.
Bring the household into one picture, with each person deciding exactly how much of theirs is visible.
- Everyone picks their own level: share everything, share totals only, or stay private
- Split rent and bills by agreed shares
- View your combined net worth
Investments
Your whole portfolio in one live total.
View your investment accounts in real time.
- Get live quotes of stocks, bonds, indices, FX rates, and crypto
- Currency conversions use the real market rate
- Track your crypto holdings with your read-only address
Pricing
Choose your plan
$12 / month
- Automatic data syncing
- Manually upload your statements
- First 30 days free, cancel anytime
- Same plan, save 17%
- Pay annually
- First 30 days free, cancel anytime
$7 / month
- Automatic data syncing
- Upload your statements
- All features available
- First 30 days free, cancel anytime
- Same plan, save 17%
- Pay annually
- First 30 days free, cancel anytime
Refer up to two friends for them to get 40% off their first year. T&C's apply.
$7 / month
- Automatic data syncing
- Upload your statements
- Live parallel-market rate on every conversion
- First 30 days free, cancel anytime
- Same plan, save 17%
- Pay annually
- First 30 days free, cancel anytime
Refer up to two friends for them to get 40% off their first year. T&C's apply.
