MoneyLens pricing

Three plans. Every one includes the retirement planner and the full AI agent. The only difference is how your money gets in. All prices are in Canadian dollars, billed monthly or yearly with three months free on annual plans.

Plans

  • Private — $7 per month, or $63 per year (3 months free). Your bank never touches our servers: 50 document uploads a month that reset on your billing date, logging by chat or by hand, the full AI agent and the full retirement planner.
  • Connected — $15 per month, or $135 per year (3 months free). Everything in Private, plus 5 bank connections with unlimited refreshes and 200 document uploads a month.
  • Business — $30 per month, or $270 per year (3 months free). Everything in Connected, plus the personal and business switch, 10 bank connections and unlimited document uploads.

What every plan includes

The MoneyLens AI agent and the retirement planner are included on every plan. So are budgets, goals, category management and the Canadian calculators. Every plan starts with a 7-day free trial, no credit card, and a 30-day money-back guarantee.

Bank connections are limited by plan; balance and transaction refreshes are unlimited on every plan that includes them, with no refresh credits or top-ups.

Billing

Annual billing charges ten months for twelve. You are charged in CAD at checkout, and you can change or cancel your plan at any time from the billing settings.