Simple, transparent pricing

Choose how deeply you want to understand your money

Start free with private local analytics, purchase one AI report when needed, or subscribe to Premium for recurring analysis and financial tracking.

Free
$0 / forever

Basic bank statement analytics with private local processing and no AI usage.

Create Free Account
  • Upload CSV, XLS and XLSX statements
  • Automatic statement parsing
  • Automatic bank-format detection
  • Automatic currency detection
  • Total income and spending
  • Net cash flow and savings rate
  • Spending categories and charts
  • Largest expense detection
  • Transaction search
  • Private local browser processing
  • No AI or API usage

Not Included

  • PDF statement upload
  • AI-powered financial insights
  • AI statement chat
  • Downloadable reports
  • Saved analysis history
Best for occasional use
AI Financial Report
$14.99 / one-time

One complete AI-powered analysis for a single bank statement with downloadable reports.

Buy One Report
  • One complete AI statement analysis
  • Everything included in Free
  • PDF, DOCX and TXT statement upload
  • Smart transaction categorization
  • AI financial health score
  • Personalized financial insights
  • Recurring-payment detection
  • Hidden charge and fee detection
  • Merchant analysis
  • Cash-flow forecast
  • Budget and savings recommendations
  • AI statement chat
  • Professional PDF report
  • Excel and CSV exports
  • Report access for 30 days

Not Included

  • Additional AI analyses
  • Multi-statement comparison
  • Long-term financial trends
  • Multiple account dashboard
Premium
$29 per month
$279 per year

Ongoing AI analysis, statement history, long-term tracking, and advanced comparisons.

Choose Monthly Choose Yearly
  • Everything in AI Financial Report
  • Up to 75 AI analyses per month
  • Multi-statement comparison
  • Month-over-month comparison
  • Year-over-year comparison
  • Multiple bank-account support
  • Combined financial dashboard
  • Advanced AI financial insights
  • Spending-trend analysis
  • Budget planning and tracking
  • Financial-goal tracking
  • Advanced executive PDF reports
  • Unlimited PDF and Excel exports
  • AI analysis history
  • Faster AI processing
  • Priority support

Not Included

  • Team members
  • Business dashboard
  • Client portal
  • API access
  • White-label reports

Compare plans

Free is for basic analysis, the AI Financial Report is for one-time use, and Premium is for recurring financial tracking.

FeatureFreeAI ReportPremium
CSV and Excel upload✓✓✓
PDF statement upload—1 statement✓
AI financial insights—✓✓
AI statement chat—✓✓
Professional reports—1 reportUnlimited
Saved analysis history—30 days✓
Monthly AI allowance01 total75/month
Multi-statement comparison——✓
Year-over-year trends——✓
Multiple bank accounts——✓

Pricing questions

Is the AI Financial Report a subscription?

No. It is a one-time payment of $14.99 for one complete AI-powered statement analysis.

What happens after I use my one-time report?

Your completed report remains accessible for 30 days. To analyze another statement, purchase another report or upgrade to Premium.

How many statements can Premium users analyze?

Premium includes up to 75 AI statement analyses per month, subject to fair-use and platform limits.

Can I cancel Premium?

Yes. When Paddle billing is connected, cancellation and billing management will be available through the customer billing portal.

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