Full accountant suite Q1 2023

We currently support financial planners & our next release coming out of beta in Q1 2023 will include the full accountant suite.

Carbon copies

Financial planners get a carbon copy of their clients’ budget with prior permission.

Multiple clients

Add up to 150 client accounts with no additional cost. A financial planner only pays for their advisor subscription.

Safety measures

Financial planners can neither see nor change client’s financial accounts and personal details (profile, password, etc).

Be aware of responsibilities

Clients have Spam protection automatically turned on. If a financial planner invites/adds them without their permission. The involved financial planner will be suspended.

My budgeting is now saving me money

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