Money,
kept beautifully.
Two products under one roof. Everyday for households — statements, budgets, shared books. Wealth for HNW and family offices — assets, entities, advisors, AI.
Everyday
A couple, a young family, kids and a mortgage. Statements, budgets, net worth, shared books with your partner.
Fits: Up to a few accounts, one or two earners, normal household ambitions.
Wealth
Properties, portfolios, private funds, businesses. Trusts, LLCs, beneficiaries. Advisors, CPAs, audit log. AI that knows your balance sheet.
Fits: From wealth planning to multigenerational family-office work.
For households that take money seriously.
A clean ledger you can actually live with. Built for couples and families, not accountants.
Three steps from statement to forecast.
Connect
Set up your family, currency, and accounts. Cash, banks, credit cards — anything with a balance.
Confirm
Drop a PDF, CSV, or Excel statement. AI assigns categories. You review and confirm — nothing hits your books without you.
Forecast
Watch cashflow, snapshot net worth monthly, and project the rest of the year with confidence bands.
Everything an accountant expects — without the spreadsheet pain.
AI categorization
Statements get classified line by line. Merchant rules learn your patterns.
PDF · CSV · Excel
Drop any statement format. We parse it.
Shared family
Invite your partner. Same books, live.
Multi-account ledger
Cash, banks, cards, loans — one unified view.
Net-worth snapshots
Freeze your position and watch the curve grow.
Cashflow forecasts
Project income and expenses with confidence bands.
Budgets
Monthly targets per category. Honest progress, not guilt.
"The books are clean,
and so is our weekend."
A household using Coinkin Everyday
For households, plain and simple.
Start on Free forever — try Premium free for 14 days when you're ready, no card required. Managing real wealth? See Wealth tiers →
Free
Try the essentials at no cost.
- 1 account
- Manual categorization
- 25 AI assistant actions/mo
- CSV imports
- 250 MB statement storage
Basic
For the essentials.
- Up to 3 accounts
- Unlimited CSV imports
- 100 AI assistant actions/mo
- 1 GB statement storage
Premium
For your whole family.
- Unlimited accounts, up to 5 members
- PDF, OFX/QFX & Wise imports
- 1,000 AI assistant actions/mo
- 5 GB statement storage
- Multi-currency with live FX
For balance sheets that need more than a budget.
A separate product, on the same platform. From wealth-planning families to UHNW and family offices.
The balance sheet, the structures, the people around it.
Wealth picks up where Everyday stops. Track assets across classes, model entity ownership, bring advisors in with scoped access, and ask AI questions grounded in your real numbers.
The whole balance sheet
Properties, portfolios, crypto, businesses, private funds, art. Valuations, allocation, performance.
Performance that's real
TWR, IRR, tax lots, DPI/TVPI for private commitments. Forecast capital calls.
Entities & estate
Trusts, LLCs, holding companies, beneficiaries. Ownership graph rolls up to net worth per entity.
Advisors with scope
Invite your CPA, lawyer, or wealth manager. Role-based access, full audit log.
AI grounded in your numbers
Ask deep questions about exposure, liquidity, scenarios. Quarterly reviews and estate narratives, drafted.
Document vault
Statements, deeds, trust deeds, K-1s — encrypted, organized, searchable.
Building wealth
Pre-HNW. Your first portfolio, an investment property, maybe a small business. You want the whole picture in one place.
High net worth
Trusts and LLCs in play. Private funds, tax lots, performance that matters. Your CPA and advisor work inside the same system.
UHNW · Family office
Multigenerational. Entity hierarchy, approval workflows, interactive wealth map, estate narrative. The family office, on a screen.
Wealth-tier plans, separate by design.
These plans price the work of running real wealth — entities, advisors, private-fund tracking, deep AI. Everyday plans are here.
Wealth management
For complex balance sheets — multiple properties, portfolios, private funds, entities.
- Whole balance sheet: properties, portfolios, crypto, business
- AI assistant — 3,000 actions/mo
- 20 GB document vault
- Up to 5 members + 1 advisor seat
- Net worth & allocation over time
- Everything in Builder
- Trusts, LLCs & beneficiaries
- TWR, tax lots & private-fund tracking
- Scoped advisor / CPA seats (3)
- 8,000 AI actions/mo · 50 GB
- Everything in Wealth
- Unlimited entity hierarchy & IRR
- RBAC + approval workflows
- Interactive wealth map & estate narrative
- 20,000 AI actions/mo · 200 GB