Every plan includes the same privacy guarantee: PDFs are processed in memory, never stored, and personal details are masked before anything reaches the AI.
Privacy-first statement analysis for your personal accounts.
See what your statements are really saying.
No card required.
For every statement, every quarter, every account.
Billed monthly. Cancel anytime.
Manage client statements at scale. Every plan includes organizations, client workspaces, audit trails, and SSO.
For small advisory firms getting started.
Billed monthly. 14-day free trial.
For growing firms processing client portfolios.
Billed monthly. 14-day free trial.
Not ready for a subscription? Credits add extra documents to the free plan — buy once, use whenever. They never expire.
| Feature | Free | Pro | Business Starter | Business |
|---|---|---|---|---|
| Documents | 5 / 30 days | Unlimited | 200 / month | 1,000 / month |
| Pages per document | 15 | 100 | 100 | 500 |
| Team members | 1 | 1 | 5 | 20 |
| AI summaries | ✓ | ✓ | ✓ | ✓ |
| OCR for scanned pages | ✓ | ✓ | ✓ | ✓ |
| Masking before AI | ✓ | ✓ | ✓ | ✓ |
| Dashboard trends | ✓ | ✓ | ✓ | ✓ |
| Bank account registry | ✓ | ✓ | ✓ | ✓ |
| Client workspaces | — | — | ✓ | ✓ |
| Email-in intake | — | — | ✓ | ✓ |
| Audit trail & retention | — | — | ✓ | ✓ |
| SSO / SAML | — | — | ✓ | ✓ |
| Public API | — | — | — | ✓ |
| Webhooks | — | — | — | ✓ |
| Bulk & batch processing | — | — | — | ✓ |
| Priority processing | — | ✓ | ✓ | ✓ |
| Report export | ✓ | ✓ | ✓ | ✓ |
| Support | FAQ | Priority | ||
| Price | $0 | $9/mo | $29/mo | $79/mo |
One uploaded PDF. Multi-account brokerage statements are still one document — the page limit (15 on Free, 100 on Pro) is what bounds size.
Never. Buy a pack during tax season, use the rest whenever. Credits only get spent when you upload beyond the free allowance, and only after the document processes successfully — a failed upload never costs a credit.
They're processed entirely in memory and never written to disk or a database. The extracted text is never stored either — only the AI-generated summary (account names, balances, tickers) is saved so your dashboard works. Personal terms you list are masked before any text reaches the AI. Deleting your account deletes every saved summary.
Anytime, in two clicks, from the billing portal. You keep Pro until the end of the paid period, then drop to Free. Nothing is locked in and there are no cancellation fees.
Annual is $90 — two months free compared to monthly ($9 × 12 = $108). Switch from monthly to annual whenever you like; the remaining time is prorated by Stripe automatically.
Every page costs real compute: OCR for scans and AI tokens for summaries. Caps keep the free tier sustainable and Pro fast for everyone. Fair-use on Pro means normal personal-finance volumes — hundreds of documents a day is fine, scripted bulk processing is what the upcoming advisor plan is for.
A team plan with client workspaces and bulk intake is on the roadmap. Email us if you'd like early access.
If something went wrong, email [email protected] within 14 days of a charge and we'll make it right. Unused credits are refundable within 30 days of purchase.
PDFs processed in memory, never stored · extracted text never persisted · masking before anything reaches the AI · only the last 4 digits of account numbers are ever kept · delete your account and everything goes with it.
Prices in USD. Applicable taxes are calculated at checkout. Subscriptions renew automatically until cancelled. Fair-use limits apply to automated or abusive usage.