Pick the right plan for you
Export your financial data anytime. No commitment required.Export your financial data anytime. No commitment required.
Pricing Plans
No Ads
Free
$0 USD
Build better habits and track spending, all without a spreadsheet
- Sync 1 Financial InstitutionYou can connect all your credit, chequing and savings accounts from the same bank!
- Import CSV & PDF filesUpload CSV or PDF files to bring transactions into Savi directly without needing an external tool
- Capture receipts
- Split expensesSplit one purchase into multiple parts for cleaner categories and more accurate insights
- Create and filter transactionsAdd transactions and filter views instantly to find the spending that matters
- Monthly spending limitsSet a monthly spending cap to stay on track—without spreadsheets or strict budgeting
- Life goalsSet a target amount & a start date, and Savi builds a personalized plan to hit your goal.
- Cash flow forecastingForecast your cash flow to spot upcoming shortfalls early and plan spending with confidence
- Spending insightsSort your spends by categories, vendors or custom tags for better insights about your financial habits
- Sync 1 vendor to
your budgetSync 1 vendor’s order history and view net worth and budget instantly via the web extension - 1 GB of financial documents
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Best Value
Basic
$2.50 USD$2.99/mo
Save time with automations, richer visuals and deeper insights
- Everything in Free
- Sync up to 2 Financial InstitutionsSync up to 2 financial institutions to keep accounts updated automatically—no manual uploads
- Spending recommendationsGet smart spending recommendations so you can cut costs where it matters and stay on track for your goals
- Sankey chartTrack your money from when you earn it to where it goes with a personalized diagram
- Transaction rulesSet rules to automatically organize repeat transactions—less manual cleanup, more consistent records
- Saved transaction filtersSave your favorite transaction filters and reapply them in one click for faster reviews
- Inflation trackingTrack inflation in your projections so future goals and expenses reflect real-world price changes.
- Personal runwaySee how long your money will last at your current spend rate so you can adjust before you run tight
- Transaction calendarSee spending and income by day in a calendar view to spot patterns and recurring charges faster
- Tag transactionAdd flexible tags to transactions so you can group spending your way—by trip, project, client, or anything else
- Sync 3 vendors to
your budgetSync up to 3 vendors’ order history and view net worth and budget instantly via the web extension - 5 GB of financial documents
Most Popular
Pro
$6.67 USD$7.99/mo
Grow your finances together with smart recommendations and regional trends
- Everything in Basic
- Sync unlimited Financial InstitutionsSync unlimited financial institutions to see every account in one place and keep your picture up to date
- Household financial collaborationShare finances with a household—set goals, sync transactions, and stay transparent on your terms
- Regional spending insightsBenchmark spending against local trends with regional insights—so you know what’s “normal” in your area
- Receipt to transactionConvert receipts into transaction records to cut manual entry and keep your books accurate
- Exclusive Discord channelsJoin members-only Discord channels for updates, tips, and community support as you build better money habits
- Early access to new featuresTry new features before general release—so you benefit sooner and can share feedback early
- Unlimited storageStore unlimited financial documents so your records stay complete—no cleanup, no storage caps
- Talk To Our AI Financial CoachChat with an AI coach for quick guidance and next steps—right when you’re making money decisions
- Coming Soon
- Market rate alertsGet notified when market rates change so you don’t have to keep checking them yourself
- Custom visualizations
- Tax optimizationsGet proactive prompts for more tax-efficient decisions—so you keep more of what you earn
Business
$51.99 USD$59.99/mo
Automate bookkeeping & maximize tax deductions with your accountant
- Everything in Pro
- Identify tax-deductible business expenses from personal spendingSpot tax-deductible business expenses within personal spending to separate records and simplify tax prep
- Integrations withConnect your favorite tools to reduce manual imports and keep records up to date
Stripe
PayPal
Plaid
Mercury
Ramp - Real-Time Collaboration with your AccountantCollaborate with your accountant in real time on the same live financial records—no file ping-pong
- Generate tax statementsGenerate tax statements from your records to speed up year-end prep and reduce manual tax paperwork
- Faster bookkeeping with insightsUse insights to organize your books faster and spend less time on manual cleanup
- Payroll simplificationStreamline payroll into a repeatable workflow to cut manual work and reduce missed steps
- Add 15 employeesAdd up to 15 employees so your finance workflows can scale with your team
- Invoicing systemCreate and manage invoices in the same place you track the rest of your finances
Compare plans
| Import CSVs from Mint, Google Sheets, or Excel | |||
| Add, filter, and search for any transactions | |||
| Add financial accounts | |||
| Set goals | |||
| Chart your net worth over time | |||
| View income and spending breakdowns | |||
| Sign in with Face ID | |||
| Capture and save receipts | |||
| Guilt-free spending limit | Manual | Smart recommendation | Smart recommendation |
| Organize transactions with tags | |||
| Sync bank accounts | 1 | 2 | Unlimited |
| Social insights for smarter spending | |||
| Household collaboration | Can participate | Can create | |
| Account storage | 1 GB | 5 GB | Unlimited |
| Forecast your financial goals | Inflation included | ||
| Export transactions |