Full four-account split
Fully automated allocations
Quick business assessment
Everything in Starter, on your own bank
Balance updates across all accounts
Quarterly rollout plan
Allocation calculator
Everything in Essentials
Up to 8 accounts, 2 users
Full financial assessment
Debt payoff planner
Everything in Advanced
5 users, unlimited accounts
Every future tool included
Full four-account split
Fully automated allocations
Quick business assessment
Everything in Starter, on your own bank
Balance updates across all accounts
Quarterly rollout plan
Allocation calculator
Everything in Essentials
Up to 8 accounts, 2 users
Full financial assessment
Debt payoff planner
Everything in Advanced
5 users, unlimited accounts
Every future tool included