Smarter Finance Management for Your Small Business

Track your business’s financial health, manage cash flow, and monitor your business credit—all in one place with WealthPlan™ AI.

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Simplify Your Business Finances.

AI-Driven Financial Tracking

Stay on top of your business finances with AI-powered tracking that automatically syncs your bank accounts, credit cards, and payment systems. Our intelligent algorithms categorize your expenses, flag potential savings, and generate real-time financial reports to help you make informed decisions instantly.

Business Credit Monitoring

Business credit matters, and our AI software keeps a watchful eye on your business credit score. Receive proactive alerts about changes, track what’s affecting your score, and get personalized recommendations to improve your credit health. Stay ahead of financial challenges and position your business for growth.

Rebate & Reward Optimization

Every dollar spent matters. With our AI-powered reward matching system, your business purchases are automatically analyzed to find the best reward offers available. From cash-back credit cards to loyalty programs, WealthPlan AI helps you maximize the value of your spending and unlock the best offers—automatically.

Cash Flow Forecasting

Keep your business running smoothly by forecasting cash flow and managing liquidity. Our forecasting tools help you predict future income and expenses, so you can plan ahead and avoid surprises. Stay prepared for seasonal changes and unexpected costs.

Select Your Plan

Tailored AI guidance for every stage

Essential
$1,000
  • 1 user
  • Up to 4 Accounts
  • Personalized AI Guidance
  • 1-250 Transactions
  • Actionable Insights
  • Strategy Roadmap
  • Goal Setting & Tracking
  • Priority Support
Choose plan
Growth
$5,000
  • 5 users
  • Up to 6 Accounts
  • Personalized AI Guidance
  • 251-1,000 Transactions
  • Actionable Insights
  • Strategy Roadmap
  • Goal Setting & Tracking
  • Priority Support
Choose plan
Scale
$10,000
  • Unlimited users
  • Up to 12 Accounts
  • Personalized AI Guidance
  • 1,000+ Transactions
  • Actionable Insights
  • Strategy Roadmap
  • Goal Setting & Tracking
  • Priority Support
Choose plan