Pricing
Choose the plan that fits your financial workflow
Start free with our open source tools. Upgrade to Pro when you need automated connections and intelligent insights.
Open Source
Self-hosted financial toolkit for developers
- Statement ingestion (CSV, OFX)
- Local data storage
- Query API
- Net worth tracking
- Community support
Pro
Automated connections and AI-powered insights
- Everything in Open Source
- Plaid bank connections
- Web dashboard
- AI financial caretaker
- Duplicate & fraud detection
- Weekly email summaries
- Stripe integration
- Priority support
Compare Plans
Feature comparison
FAQ
Common questions
How does billing work?
Pro subscriptions are billed monthly. You can cancel anytime and continue using Pro features until the end of your billing period.
Can I get a refund?
We offer a 14-day money-back guarantee. If Pro isn't right for you, contact us within 14 days for a full refund.
Do you offer enterprise plans?
Yes. For teams of 10 or more, we offer custom pricing, dedicated support, and on-premise deployment options. Contact sales for details.
Can I switch plans later?
You can upgrade to Pro at any time. Your data and settings will be preserved. Downgrading keeps your data but disables Pro features.
Is there a free trial?
Open Source is free forever. Pro includes a 14-day trial with full access to all features—no credit card required to start.
Ready to take control of your finances?
Start with Open Source or try Pro free for 14 days.