30-day free trial · No credit card required

Your Money,
Finally Clear

Connect all your accounts, auto-categorize spending, hit savings goals, and get AI-powered insights — all in one beautifully simple dashboard.

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🏦 Plaid 🔒 AES-256 🤖 Claude AI
Net Worth Last 7 months
$45,230
+$2,340 this month
💵 Monthly Income +$7,200
💳 Expenses -$4,860
🎯 Goal Progress 74%
20+
Features included
256-bit
AES encryption
30
Day free trial
$0
To start today
Simple process

Up and running in minutes

No spreadsheets. No manual entry. Connect once and Atlas Ledger does the rest.

1

Connect Your Accounts

Securely link banks, credit cards, investments, and crypto wallets via Plaid's read-only API.

2

Watch It Organize

Transactions auto-categorize, recurring charges surface automatically, and your dashboard populates instantly.

3

Grow Your Wealth

Set budgets, track savings goals, forecast cash flow, and chat with the AI assistant about your finances.

What's included

Everything to master your money

Built for people who want real visibility into their finances — not just a pretty chart.

🏦

Bank & Crypto Sync

Connect checking, savings, credit cards, investment accounts, and crypto wallets — all in one view.

✂️

Transaction Splitting

Split a single purchase (like a Target run) into multiple categories so your budget stays accurate.

🎯

Budgets & Goals

Fixed, flexible, and non-monthly budget buckets. Savings goals with scenario planning and projections.

📈

Analytics & Forecasts

Spending trends, savings rate, 12-month cash flow forecast, and a financial health score.

🤖

AI Financial Assistant

Ask natural-language questions about your spending, trends, and goals — powered by Claude AI.

📷

Receipt Scanning

Snap a receipt and AI extracts the merchant, amount, date, and category automatically.

⚡

Transaction Rules

Set rules once — "always categorize Spotify as Entertainment" — and never manually edit again.

🔮

Cash Flow Forecasting

See your projected balance up to 12 months out. Model life scenarios like a new job or big expense.

🔒

Bank-Level Security

AES-256 encryption, read-only Plaid access, CSRF protection. We never see your login credentials.

Pricing

Simple, honest pricing

Plus covers your everyday money management. Pro adds the AI Assistant, deeper analysis and priority support.

30-day free trial, no card required
Plus
Everything you need to master your money
$9.99/mo
or $89.99/yr — save 25%
  • Bank, investment & crypto sync
  • Smart auto-categorization
  • Transaction splitting
  • Budgets & Goals with projections
  • Spending trends & analytics
  • Transaction rules engine
  • CSV & PDF export
  • Receipt scanning*
  • 12-month cash flow forecast
Start Free Trial
No charge for 30 days
Most Popular
Pro
Full AI power, deeper analysis & priority support
$14.99/mo
or $129/yr — save 28%
  • Everything in Plus
  • AI Assistant (up to 150 msgs/month)*
  • Life scenario planning
  • Investment portfolio analysis
  • Equity & vesting tracking
  • Financial health score
  • Priority support
Start Free Trial
No charge for 30 days

* AI features (AI Assistant and receipt scanning) are subject to fair-use AI cost caps: Plus $0.50/day and $5/month, Pro $1/day and $10/month of AI usage. Daily caps reset at midnight UTC and monthly caps on the 1st, so heavy use can reach a cap before 150 messages.

🔒 Billing secured by Stripe
✕ Cancel anytime, instantly
🏦 Read-only bank access via Plaid
🛡️ AES-256 encrypted credentials

Ready to get started?

Join Atlas Ledger today and see exactly where your money stands — in minutes.

Start Your Free Trial

30-day free trial · No card needed to start · Cancel anytime