Pricing

Free for your agent.
A plan for you.

Point your own AI at your reconciled cash data for free. Want the full app — forecasts, AR, customers, budgets — plus room to run? Pick a plan. More usage, never more paywalls.

Billing cycle
Save 20%

Just want your AI to read your cash?

Start free — agentic API access (MCP · CLI · REST), bring your own AI, no credit card. The app itself is a plan away.

Try for free →

Pocket

The full app, for one person

$9/mo

The whole app, unlocked

  • 13-week cashflow forecast
  • AR insights, customers & concentration
  • Per-account tracking & budgets
  • Agentic API + bring your own AI
  • Baseline usage
Choose Pocket
Most popular

Wallet

For hands-on, daily users

$24/mo

Everything in Pocket, with room to run

  • Let your agent brief you every morning
  • Daily checks across every company
  • Re-run forecasts whenever you ask
  • 5× the usage of Pocket
Choose Wallet

Vault

For power users & automation

$49/mo

Everything in Wallet, at scale

  • Create agentic business reports on autopilot
  • Automate your weekly & month-end reporting
  • Agents that work while you don't
  • 20× the usage of Pocket
Choose Vault

Need even more?

Reserve — 100×Pocket’s usage, for agent fleets & heavy automation

$249/mo

Choose Reserve

Every new account gets a 14-day full-app trial — no credit card. * Usage = how many queries your AI agents make to your data; it refreshes on a rolling window with a live meter.

Questions

What do I get for free?+

Free is API, MCP & CLI only — there’s no app UI. You point Claude, ChatGPT or your own bots at your reconciled bank data and cash position, and manage your API keys + settings. The in-app screens (dashboard, forecast, AR, customers, budgets…) are not available on Free — they unlock on any paid plan.

What's the difference between the paid plans?+

Only usage. Every paid plan — Pocket, Wallet, Vault, Reserve — gives you full access to the entire app UI; they’re identical on features. The single thing that changes between them is how many queries your agents can run. Free is the exception: it’s API-only with no UI. You pay to unlock the app, then pay more only for more runway.

What's the 14-day trial?+

Every new account starts with 14 days of full app access (Wallet-level usage), no credit card. When it ends you keep your free API access — add a plan whenever you want the app back.

What counts as "usage"?+

One unit of usage = one query your AI agent makes to your data. Browsing the app yourself isn’t metered. Allowances refresh on a rolling window and a live meter always shows what’s left.

Do I bring my own AI?+

Yes — you connect your own model (Claude, ChatGPT, your bots). We serve the reconciled data; your AI does the thinking. That’s exactly why usage is this generous.

Can I save annually?+

Pay yearly and save 20% on any paid plan. Cancel anytime.

Start free in two minutes.

No credit card. Your agent’s in. Add a plan when you want the app.

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