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Pricing

One platform. Two very different jobs.

Everyday for households. Wealth for HNW families and offices. Priced separately by design.

Everyday plans

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.

RM 0/mo
  • 1 account
  • Manual categorization
  • 25 AI assistant actions/mo
  • CSV imports
  • 250 MB statement storage
Start free

Basic

For the essentials.

RM 23/mo
billed RM 280/yr
  • Up to 3 accounts
  • Unlimited CSV imports
  • 100 AI assistant actions/mo
  • 1 GB statement storage
Start with Basic

Premium

Most popular

For your whole family.

RM 54/mo
billed RM 650/yr
  • 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
Start 14-day free trial
Wealth pricing

For balance sheets, not budgets.

14-day trial, no card required. AI & OCR capped during trial.

Wealth management

Rolling out

For complex balance sheets — multiple properties, portfolios, private funds, entities.

Builder
Coming soon
Building wealth — pre-HNW.
RM 107.50/mo
billed RM 1,290/yr
  • 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
Wealth
Coming soon
High net worth.
RM 332.50/mo
billed RM 3,990/yr
  • Everything in Builder
  • Trusts, LLCs & beneficiaries
  • TWR, tax lots & private-fund tracking
  • Scoped advisor / CPA seats (3)
  • 8,000 AI actions/mo · 50 GB
Dynasty
Coming soon
UHNW / family-office.
RM 1082.50/mo
billed RM 12,990/yr
  • Everything in Wealth
  • Unlimited entity hierarchy & IRR
  • RBAC + approval workflows
  • Interactive wealth map & estate narrative
  • 20,000 AI actions/mo · 200 GB

Compare every feature

A full side-by-side breakdown.

basic
Accounts & data
  • Accounts3
  • TransactionsUnlimited
  • Family members1
  • Businesses / entities1
  • Multi-currency with live FX
  • Net-worth snapshots12
Import & automation
  • CSV import5 / mo
  • PDF statement import
  • OFX / QFX import
  • Wise statement import
  • Auto cross-account transfer pairing
  • Recurring transaction rules5
  • Merchant auto-categorization rules10
  • Statement storage50 MB
Budgeting & insights
  • Budgets3
  • Cashflow forecasting
  • Advanced reports & exports
  • AI insights & analyst
  • Weekly email digest
  • Tax module
Wealth management
  • Holdings & asset allocation
  • Performance & tax lots
  • Estate vault
  • Advisor seat
  • Onboarding call
Security & support
  • AES-256 encryption at rest
  • Two-factor authentication
  • Export your data anytime
  • SupportCommunity
premium
Accounts & data
  • AccountsUnlimited
  • TransactionsUnlimited
  • Family membersUp to 5
  • Businesses / entities3
  • Multi-currency with live FX
  • Net-worth snapshotsUnlimited
Import & automation
  • CSV importUnlimited
  • PDF statement import
  • OFX / QFX import
  • Wise statement import
  • Auto cross-account transfer pairing
  • Recurring transaction rulesUnlimited
  • Merchant auto-categorization rulesUnlimited
  • Statement storage1 GB
Budgeting & insights
  • BudgetsUnlimited
  • Cashflow forecasting
  • Advanced reports & exports
  • AI insights & analyst
  • Weekly email digest
  • Tax module
Wealth management
  • Holdings & asset allocation
  • Performance & tax lots
  • Estate vault
  • Advisor seat
  • Onboarding call
Security & support
  • AES-256 encryption at rest
  • Two-factor authentication
  • Export your data anytime
  • SupportEmail (24h)
wealth
Accounts & data
  • AccountsUnlimited
  • TransactionsUnlimited
  • Family membersUp to 10 + advisor seat
  • Businesses / entitiesUnlimited
  • Multi-currency with live FX
  • Net-worth snapshotsUnlimited
Import & automation
  • CSV importUnlimited
  • PDF statement import
  • OFX / QFX import
  • Wise statement import
  • Auto cross-account transfer pairing
  • Recurring transaction rulesUnlimited
  • Merchant auto-categorization rulesUnlimited
  • Statement storage10 GB
Budgeting & insights
  • BudgetsUnlimited
  • Cashflow forecasting
  • Advanced reports & exports
  • AI insights & analyst
  • Weekly email digest
  • Tax module
Wealth management
  • Holdings & asset allocation
  • Performance & tax lots
  • Estate vault
  • Advisor seat
  • Onboarding call
Security & support
  • AES-256 encryption at rest
  • Two-factor authentication
  • Export your data anytime
  • SupportPriority (4h)