Pricing
Free to use. Pay for the deep work.
Your dashboard, transactions, assets, properties and investments are free — forever, no card. Upgrade for planning, business, SARS tax tools and a monthly allowance of AI credits.
Free
Your everyday wealth tracking essentials.
- Dashboard & net worth tracking
- Transactions & statement imports
- Assets & property tracking
- Investment portfolio tracking
- Income & cash flow tracking
- AI features & credits require a paid plan
No credit card required
Starter
Unlocks the planning, business and AI modules.
or R790 for the year — 2 months free · R158 less than 12 monthly payments
- Everything in Free
- Commitments & allowance tracking
- Next Rand spending guidance
- Financial Independence planner
- Model Portfolio & drift tracking
- Business entity tracking
- AI Advisor on your own numbers
- 100 AI credits every month
Tax Pro
Full access plus automated SARS CGT compliance.
or R990 for the year — 2 months free · R198 less than 12 monthly payments
- Everything in Starter
- SARS tax module with eFiling PDF export
- Algorithmic CGT computation across all asset types
- Chronological asset sale tracking & history
- Automated R50,000 annual exclusion
- Dynamic effective tax rates
- 200 AI credits every month
CANCEL ANY TIME
Pro Max
Advanced AI portfolio analysis and tax strategy.
- Everything in Tax Pro
- Advanced AI portfolio rebalancing suggestions
- Predictive SARS tax strategy audits
- Chat-with-your-wealth AI assistant
Beta opening Q4 2026
More insight.
On your terms.
Need more AI credits? Keep categorising transactions, uncovering insights and asking questions about your wealth.
100 credits / month
200 credits / month
Choose your extra capacity
One-off payment · Paid plans onlyA little extra
100
AI credits
Best value
300
AI credits
Room to explore
1 000
AI credits
Purchased credits never expire. Top up in Settings → AI Profile.