The Analyst Plan Is Just for You
What to Expect with This Plan
Here's how the Analyst plan will transform your financial intelligence
You'll predict your future
Financial forecasting and cashflow analysis mean you're not just reacting—you're planning. You'll know what's coming and be ready for it.
You'll optimize everything
Advanced analytics, credit monitoring, and savings tracking show you exactly where to improve. Every decision is backed by real data.
You'll work smarter, not harder
Custom reports, API access, and executive dashboards put powerful tools at your fingertips. You'll get insights that used to require a financial advisor.
What's Included
7 Bank Connections
Full portfolio visibility across accounts
Advanced Forecasting
Predict trends & plan ahead with confidence
Custom Reports + API
Priority support & developer access
Includes Personal Onboarding Call
Within 24 hours of connecting your first bank account, you'll receive a complimentary 1-on-1 onboarding call with me. We'll review your setup, answer questions, and ensure you're getting the most from your plan.
Because I personally handle these calls, I can only support a limited number of new members each month. Spots are based on my current availability.
Join power users who demand the best financial intelligence