14-day free trial on all paid plans

Financial clarity, without compromise

One tool to connect your accounts, track spending, grow wealth, and make smarter money decisions, powered by AI.

Founder's Special, First 150 Members

Be one of our first 150 annual members and lock in launch pricing for life: Foundation $79.99 · Premier $139.99 · Business $179.99 · Prestige $399.99/yr. Applies to any yearly plan while spots last.

Foundation

Vantage Foundation

The essentials, organized, with your daily AI briefing

$8.33/ month

~~$9.99/mo~~2 months on us

billed annually ($99.99/yr)

Founder $79.99/yr · first 150

Up to 5 connected institutions
Autopilot daily briefing
Transaction tracking & smart categorization
Budgets, goals & cash flow
Net worth tracking
Recurring bills caught automatically, and flagged before they renew
Partner & family sharing
CSV data export

14-day free trial, card required. Cancel before trial ends and you won't be charged.

Vantage Premier

The full AI brain: unlimited connections, engines that act

$13.33/ month

~~$15.99/mo~~2 months on us

billed annually ($159.99/yr)

Founder $139.99/yr · first 150

Everything in Foundation
Unlimited connected institutions
Investment portfolio tracking
Vantage AI: ask anything, and let it fix your books, with your approval
Decision Engine ("Should I?")
Forecasts that stress-test thousands of possible futures
Weekly recap
Priority support

14-day free trial, card required. Cancel before trial ends and you won't be charged.

Business

Vantage Business

For creators, gig professionals, solo owners & landlords

$16.67/ month

~~$19.99/mo~~2 months on us

billed annually ($199.99/yr)

Founder $179.99/yr · first 150

Everything in Premier
Up to 3 business entities: P&L, balance sheet & Schedule C each
Income streams, runway & quarterly tax calendar
AI deduction sweep
Owner draws, contributions & tax set-aside
Snap a receipt; every line lands in the right category
PDF statement import, read and reconciled automatically
1 advisor seat included
Tax-season exports

14-day free trial, card required. Cancel before trial ends and you won't be charged.

Concierge

Prestige

Vantage Prestige

The household plan for athletes, seven-figure creators & multi-entity owners

$37.50/ month

~~$44.99/mo~~2 months on us

billed annually ($449.99/yr)

Founder $399.99/yr · first 150

Everything in Business
A Vantage Premier membership for your partner, included ($159.99/yr value)
Books Cleanup onboarding included ($99 value)
Quarterly Private Review: your finances, presented like an annual report
Up to 5 business entities
3 advisor seats included
Priority AI limits & priority support
First access to new capabilities

14-day free trial, card required. Cancel before trial ends and you won't be charged.

Bank-level encryption

Read-only bank access

Cancel anytime

We never sell your data

Frequently asked questions

AI interaction limits (monthly): Foundation 250 · Premier 500 · Business 750 · Prestige 1,500. One interaction is a chat message, decision, fresh insight, or categorization run; cached daily insights don't count. Limits reset on the 1st of each month. Corsac Vantage may throttle or limit AI usage that exceeds fair use. Plans are designed for typical personal and small-business activity; high-volume accounts (e.g., more than 25,000 new transactions in any rolling 12-month period) may be throttled or moved to custom pricing per our fair-use policy, see the Terms of Service.

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14 days free on every plan. Cancel before the trial ends and you won't be charged.