No sales call, no "contact us for a quote" and no setup fee. Pick a plan, connect your banks or start a project, and your dashboard is live in minutes.
For one business or a side hustle.
1 business · 3 people
$99 billed yearly, instead of $144
For agencies and owners running 2 or 3 businesses.
Up to 3 businesses · 3 people
$348 billed yearly, instead of $468
For Founders with 3+ businesses.
Unlimited businesses · 3 people
$828 billed yearly, instead of $1,068
Every feature is on every plan; plans differ by businesses, AI depth and support. Every plan includes 3 people and unlimited bank accounts. Need more people? Add anyone for $5/month. Prices in USD: yearly, Starter $99, Pro $348 and Portfolio $828; monthly, Starter $12, Pro $39 and Portfolio $89.
No onboarding call and no waiting for an account manager. Start with your money, or start with your work. Your dashboard is there the moment you pay.
From checkout to your number: about 5 minutes.
Most people have their first board running in under 3 minutes.
The price on your plan is the price on your statement.
| What | Cost |
|---|---|
| Your planStarter, Pro or Portfolio | $99, $348 or $828/yr |
| Bank accountsChecking, savings, credit cards and loans | $0 · unlimited |
| Bank connection feesWe cover the cost of every Plaid connection | $0 |
| Your accountant or CPAA view-only seat, forever | $0 |
| Yegly AIIncluded on every plan, with fair use | $0 · included |
| Setup or onboarding | $0 |
| Exporting your dataCSV and your P&L, anytime | $0 |
| CancellingFrom Settings, no phone call | $0 |
| Extra team seatsOnly if you need more people | $5/mo each |
Pick a plan by how many businesses you run and how many people you work with. That's it.
| Feature | Starter$99/yr | Pro$348/yr | Portfolio$828/yr |
|---|---|---|---|
| What changes between plans | |||
| Businesses | 1 | Up to 3 | Unlimited |
| Deep AI answers each monthQuick answers are unlimited | 10 | 50 | 150 |
| Support | Priority | Dedicated account manager | |
| Your money · on every plan | |||
| Unlimited bank accounts | ✓ | ✓ | ✓ |
| 3 people, plus $5/mo per extra | ✓ | ✓ | ✓ |
| Year-End Goal, pace and milestones | ✓ | ✓ | ✓ |
| Combined total across businesses | ✓ | ✓ | ✓ |
| Profit & Loss (P&L) statement exports | ✓ | ✓ | ✓ |
| Recurring charges and cancel tracking | ✓ | ✓ | ✓ |
| AI reads receipts and invoices | ✓ | ✓ | ✓ |
| Client profiles | ✓ | ✓ | ✓ |
| Projects · on every plan | |||
| Task Board: unlimited projects, list and board views | ✓ | ✓ | ✓ |
| Private to-do lists | ✓ | ✓ | ✓ |
| Milestones and productivity stars | ✓ | ✓ | ✓ |
| Project budgets and partner payouts | ✓ | ✓ | ✓ |
| Yegly AI and team · on every plan | |||
| Yegly AI on your real numbers | ✓ | ✓ | ✓ |
| Goal coach, growth plans and tax estimates | ✓ | ✓ | ✓ |
| Roles: admin, manager, bookkeeper, staff | ✓ | ✓ | ✓ |
| Free view-only seat for your accountant | ✓ | ✓ | ✓ |
| HighLevel integration | ✓ | ✓ | ✓ |
Personal finance apps are great for one household. Yegly adds up every business you run, and tells you if you'll hit your number.
| Compare | Copilot | Monarch | Yegly |
|---|---|---|---|
| Starting price | $109/yr | $99.99/yr | $99/yr |
| Built for | One household | One household | One household + your businesses |
| Multiple businesses | No | No | Each one separate, plus one combined total |
| Year-end revenue goal | No | General goals | Pace, milestones and celebrations |
| Profit & Loss | No | No | Profit & Loss (P&L) Statements exports |
| Team and roles | Household members | Household sharing | Household + business sharing, with roles |
| Task Board and projects | No | No | Boards, templates, milestones |
| Your accountant | No seat | No seat | Free view-only seat, forever |
| Platforms | iPhone, iPad, Mac, web | Web, iOS, Android | Web, with iOS and Android planned |
Running three businesses? Wave Pro is $19 per business ($57/mo for three) and QuickBooks Simple Start is $38 per company ($114/mo for three). Yegly Pro covers all three, plus your team and your accountant, for $29/mo on a yearly plan.
Starting plans as listed on each company's public pricing page, October 2026. Copilot, Monarch, Wave and QuickBooks are trademarks of their owners.
Yes. Start with a project or a to-do list and connect your banks whenever you're ready. Your goal, clients and projects pick up the money once your accounts are linked.
Every plan comes with a 14-day free trial. Cancel before it ends and you won't pay anything.
Anything with its own money you want to track on its own: an LLC, an agency, a rental, a side hustle. Each one gets its own view with only its own accounts.
Yes. Move up or down from Settings at any time. Every plan has every feature, so you only upgrade when you add businesses or people.
Pay for any plan yearly by December 31, 2026 and you get two extra people free and your price locked for as long as you stay subscribed. It's open to the first 1,000 accounts.
Yes. Your 14-day trial includes the full plan. We email you 3 days before your first charge, and you can cancel in one click from Settings. Just looking? Try the live demo, no signup needed.
No. Bank connections are unlimited on every plan, and Yegly AI is included. Both are subject to fair use so the service stays fast for everyone.
Yes. Yegly connects to your bank through Plaid, the service thousands of financial apps rely on. A connection only happens with your permission, and you can stop sharing at any time. Plaid protects your data with AES-256 encryption and Transport Layer Security (TLS), requires multi-factor authentication inside its systems, and its security team monitors its API around the clock. Security researchers and banks regularly audit its controls. The connection is read-only: Yegly sees transactions and balances, never your bank password, and it can't move money. See how Plaid handles your data.
Yegly is open now: start with a 14-day free trial. Pay yearly by December 31, 2026 for two extra people free and a locked price.