Pricing
Start free. Upgrade when it pays for itself.
Straightforward plans that scale with your portfolio. No setup fees, no trial to forget about, cancel anytime. Every plan includes automatic bank sync — the thing most tools charge extra for.
Free
Everything you need to get your first assets under control.
$0/mo
Free forever
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- Up to 3 assets
- 1 bank connection
- Automatic bank sync
- Transaction & cash tracking
- Core reporting
- Email support
Most popular
Pro
For serious investors ready to automate the busywork.
$8.99/mo
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- Everything in Free, plus
- Up to 25 assets
- Up to 5 team members
- 10 bank connections
- Smart auto-categorization & rules
- Transaction splits
- Performance analytics (DSCR, Cap Rate, ROI)
- Ownership tracking & document attachments
Enterprise
Built for large portfolios and teams that need it all.
$19.99/mo
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- Everything in Pro, plus
- Up to 250 assets
- Up to 25 team members
- Unlimited bank connections
- Investor reports
- Exit planner (sale modelling)
- Priority support
- REST API for the mobile app
- Property lookup from the address Soon
| Compare plans | Free$0 | ProMost popular | Enterprise |
|---|---|---|---|
| Assets (any type) | 3 | 25 | 250 |
| Team members | 1 | 5 | 25 |
| Bank connections | 1 | 10 | Unlimited |
| Automatic bank sync (Plaid) | |||
| CSV import & migration (Stessa, QuickBooks, more) | |||
| Multiple bank accounts per asset | |||
| Residential, commercial & business assets | |||
| Transaction & cash tracking | |||
| Smart auto-categorization | — | ||
| Custom category icons (emoji & images) | — | ||
| Transaction splits | — | ||
| Performance analytics (DSCR, Cap Rate, ROI) | — | ||
| Real-estate schedule | — | ||
| Document & receipt attachments | — | ||
| Ownership & split tracking | — | ||
| Multi-user roles & permissions | — | ||
| Investor reports | — | — | |
| Exit planner (sale modelling) | — | — | |
| Property lookup from the address | — | — | Coming soon |
| REST API access | — | — |
Before you pick
The questions people ask at this point
Is there really a free plan?
Yes — the Free plan is free forever and includes automatic bank sync, transaction tracking, and core reporting for up to 3 assets. No credit card required to start.
Can I switch plans or cancel anytime?
Absolutely. Upgrade, downgrade, or cancel whenever you like from your billing settings. If you downgrade, your data is never deleted — features simply adjust to your new plan.
If I leave, can I take my data?
Yes. Reports and transaction lists export to Excel and PDF at any time, on every plan including Free. Closing an account is handled by a person today rather than a button — the privacy page says so plainly and says what we intend to build.
Can my accountant use this at tax time?
That is what the reports are for. Income and expense reports break down by category and by asset over any date range, and export to Excel and PDF. The real-estate schedule lays every property out the way a Schedule E expects to see it. Your accountant does not need a login — though you can give them one, scoped to the assets they work on.
More of them on the full FAQ.
Start with one asset and see what it tells you
Free forever on the first assets, and nothing to cancel if you stop.