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Every new account starts with a 14-day Plus trial, with no card required. During the trial you get access to every Plus feature.

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What’s included

Everything Plus offers, including:
  • Automatic syncing of your accounts (open banking)
  • PPRs and mutual funds without the Free-plan limit
  • Loan and mortgage management
  • 5 years of history
  • Access to your finances in Claude and ChatGPT (the AI assistant connector)
An indicator at the top of the app shows how many days are left.

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Bank connections during the trial

During the trial you can connect up to two bank accounts via automatic sync. To connect more, subscribe to Plus.

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AI assistants during the trial

The AI assistant connector (Claude, ChatGPT and other MCP-compatible clients) also works during the trial. When the trial ends without a subscription, access through the connector stops working even if it’s already set up in your client: access is checked on every request against your active plan.

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What happens after 14 days

If you don’t subscribe, your account automatically returns to the Free plan:
  • Automatic bank connections are suspended and stop syncing.
  • The data you’ve already synced is kept and stays available to view.
  • Access through the AI assistant connector stops working.

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How to keep Plus

Click the trial indicator at the top of the app and add a payment method. Your monthly subscription becomes active and is charged right away (you don’t have to wait until day 14), with no interruption to your access. To change plan or cancel, see Manage your subscription.