Your Personal CFO
One place for every account, investment, and liability. Real-time alerts for opportunities and forecasts you can trust.
See everything. Understand more.
Built by professionals from:
See it in action
A single intelligence layer across every account, investment, and liability.
Net Worth
$354,268Complete visibility, in one place
Aggregate every account. Surface real-time trends. Explore scenarios that matter to you.
Consolidated Net Worth
Every account, investment, and liability aggregated into one real-time view. Your single source of truth.
$124,830
Automated Categorization
Transactions are organized and categorized automatically, giving you clear visibility into where capital flows.
Subscription Visibility
Surfaces every recurring charge across all accounts so you can see exactly what you're paying for.
Scenario Modeling
Monte Carlo simulations and forecasting tools that help you explore different financial scenarios with clarity.
From setup to full visibility in minutes
No spreadsheets. No manual entry. Connect once and see your complete financial picture.
Simple, transparent pricing
One plan. Full visibility across every account, investment, and liability.
$95.88 billed yearly
- Unlimited linked accounts
- Automated categorization
- Subscription visibility
- Monte Carlo scenario modeling
- Real-time alerts & insights
- Priority support
Frequently Asked Questions
Everything you need to know about your personal CFO.
Your complete financial picture, one login away
Aggregate every account. See real-time insights. Explore forecasts you can trust.
Cancel anytime, no questions asked