Professional Wealth Intelligence

Choose the Right Plan for Serious Financial Growth

Clear limits on Free, unlimited analysis on Pro. Built for users who want reliable reporting and decision-grade insights.

AI Capability

Advanced diagnostics + review guidance

Exports

Professional PDF / CSV workflow

Billing Security

Stripe secure checkout

Professional plan comparison

Designed to make upgrade decisions clear: usage limits, workflow speed, and reporting depth are all visible before checkout.

Free

For getting started with core tracking and basic monthly workflows.

Free

Pro Intelligence

For serious users who need scalable reporting, AI diagnostics, and export automation.

Pro

Plan architecture

Clear separation between trial and professional plans

Transparent capabilities before checkout

Free

For getting started with core tracking and basic monthly workflows.

Free

Best for trial and light bookkeeping

Basic AI prompts and light analysis
Limited monthly exports for occasional reviews
Standard support and manual workflows

Pro Intelligence

For serious users who need scalable reporting, AI diagnostics, and export automation.

Recommended

Best for monthly reviews and decision reporting

Advanced AI diagnostics with priority processing
Unlimited PDF / CSV exports and professional reports
Receipt scan + CSV import workflow
Smart subscription advisor

Get a recommendation based on your expected usage

Pick a workflow preset or adjust monthly usage. FinleyBook will recommend a plan path, billing cycle, and key reasons before checkout.

Recommendation

Pro Intelligence • Yearly

Usage fit score: 54/100

Yearly saves about $39.89 / year

Reports exported / month

6

AI review sessions / month

12

Import batches / month

4

People involved in reviews

2

Recommendation reasons

Pro fit

54/100

Pro is recommended

Your usage pattern fits yearly billing for better long-term cost efficiency.

Top reasons

Expected to exceed free export limit by 4/month
High AI review usage suggests basic AI will become limiting
Frequent imports benefit from smart import workflows

Feature Comparison

CapabilityFreePro
Monthly transactions
Up to 50Unlimited
AI insights and diagnostics
BasicAdvanced + priority processing
Report exports (PDF/CSV)
2 per monthUnlimited
Smart import workflows
Manual onlyReceipt scan + CSV import
Support SLA
StandardPriority

Start with Pro Intelligence

Professional plan / cancel anytime
Best Value

Advisor suggestion

For your usage pattern, Yearly is recommended. Pro fit score 54/100

$79.99/month

Billed yearly. Save 33% versus monthly. $6.67/month

Annual savings

$39.89

Saved per year

Charged today

$79.99

Effective monthly

$6.67/month

Billing policy

Cancel anytime

Included immediately

Advanced AI diagnostics

Deeper trend analysis and action guidance

Unlimited PDF / CSV exports

Designed for monthly reviews and stakeholder sharing

Smart import workflows

Receipt scan and CSV import workflow

Cancel anytime in billing settings
Secure checkout with Stripe

FinleyBook Pro

Why teams pick FinleyBook Pro

Pro users get deeper report diagnostics, unlimited exports, and faster workflow for monthly decision reviews.

Decision-grade AI insights

Focus on trend anomalies, monthly reviews, and action guidance.

Professional reporting workflow

Reliable PDF / CSV exports for reviews, sharing, and archiving.

Secure and controllable

Cancel anytime, with billing handled securely by Stripe.

Upgrade workflow

1

Select billing cycle

Choose monthly or yearly billing. Yearly provides the best value.

2

Secure Stripe checkout

Checkout is hosted by Stripe with secure payment processing.

3

Pro access enabled immediately

Advanced analysis and unlimited exports become available after successful checkout.

Checkout readiness

Signed in

Please login before upgrading.

Billing cycle selected

Yearly • $79.99

Usage fit reviewed

Pro Intelligence • 54/100

Purchase Summary

Billing notes

Yearly • $79.99 • Billed yearly. Save 33% versus monthly.

No setup fees. Cancel anytime.

Best fit by plan

Free

Individuals testing the workflow, light bookkeeping, and occasional exports.

Pro Intelligence

Professionals, households, and operators running regular monthly reviews and decision reporting.

Priority support

Secure billing

Decision reports

Subscription FAQ

Review the key billing and access rules before checkout.

After successful checkout, Pro enables advanced AI diagnostics, unlimited PDF/CSV exports, professional reporting workflows, and priority processing.

Pro Intelligence

Yearly$79.99