7-Day Free Trial

One plan. Everything included.

Start free for 7 days — no credit card required. Then just $9.99/month. Cancel anytime.

Finance 365 Pro
Most Popular
$9.99/month

after 7-day free trial

  • Personal Finance Workspace — budgets, bills, goals, net worth
  • Business Finance Workspace — vendors, AP, 1099 center
  • AI Financial Advisor — personalized insights & recommendations
  • Unlimited reports & document storage (W-9s, receipts, tax docs)
  • Bank & accounting integrations — Plaid, QuickBooks, Xero
  • Real-time cash flow tracking & financial health score

No credit card required for trial · Secure checkout via Stripe

When am I charged?

After your 7-day free trial ends. We'll email you a reminder before.

Can I cancel anytime?

Yes. Cancel from your billing portal before the trial ends and you won't be charged.

Is my data secure?

All data is encrypted at rest and in transit. Bank connections use read-only Plaid access.