Our Pricing
Flexible pricing plans tailored to your needs
Choose a plan that perfectly fits your unique goals and budget. Get powerful financial tools without any hidden fees or surprises.
Our Pricing
Flexible pricing plans tailored to your needs
Choose a plan that perfectly fits your unique goals and budget. Get powerful financial tools without any hidden fees or surprises.
Annual
100 deal analyses a month, unlimited projects, and 25 AI credits.
/month
($799 annualy)
7 day free trial
25 deal analyses
Unlimited projects
25 AI credits
Email support
Full access with unlimited deals, projects, exports, and integrations.
/month
($999 annualy)
7 day free trial
Unlimited deal analyses
Unlimited projects
100 AI credits
Dedicated support team
Most Popular
Free
Get started with essential deal analysis tools.
Free
Free plan includes
5 Deal analyses
Basic features
5 AI credits
Email support
Annual
100 deal analyses a month, unlimited projects, and 25 AI credits.
/month
($799 annualy)
7 day free trial
25 deal analyses
Unlimited projects
25 AI credits
Email support
Full access with unlimited deals, projects, exports, and integrations.
/month
($999 annualy)
7 day free trial
Unlimited deal analyses
Unlimited projects
100 AI credits
Dedicated support team
Most Popular
Get started with essential deal analysis tools.
7 day free trial
5 Deal analyses
Basic features
5 AI credits
Email support
Annual
100 deal analyses a month, unlimited projects, and 25 AI credits.
/month
($799 annualy)
7 day free trial
25 deal analyses
Unlimited projects
25 AI credits
Email support
Full access with unlimited deals, projects, exports, and integrations.
/month
($999 annualy)
7 day free trial
Unlimited deal analyses
Unlimited projects
100 AI credits
Dedicated support team
Most Popular
Get started with essential deal analysis tools.
7 day free trial
5 Deal analyses
Basic features
5 AI credits
Email support
Our Pricing
Compare our plans
Our Pricing
Compare our plans
Choose a plan that perfectly fits your unique goals and budget. Get powerful financial tools without any hidden fees or surprises.
Choose a plan that perfectly fits your unique goals and budget. Get powerful financial tools without any hidden fees or surprises.
Basic Expense Tracking
Budget Planning
AI-Driven Expense Categorization
Custom Budget & Saving Goals
Connect Bank Accounts
Up to 2
Unlimited
Unlimited
Real-Time Alerts & Insights
Business Dashboard
Multi-User Access
Support Level
Email Support
Priority Support
Dedicated Account Management
Basic Expense Tracking
Budget Planning
AI-Driven Expense Categorization
Custom Budget & Saving Goals
Connect Bank Accounts
Up to 2
Unlimited
Unlimited
Real-Time Alerts & Insights
Business Dashboard
Multi-User Access
Support Level
Email Support
Priority Support
Dedicated Account Management
Basic Expense Tracking
Budget Planning
AI-Driven Expense Categorization
Custom Budget & Saving Goals
Connect Bank Accounts
Up to 2
Real-Time Alerts & Insights
Business Dashboard
Multi-User Access
Support Level
Email Support
Basic Expense Tracking
Budget Planning
AI-Driven Expense Categorization
Custom Budget & Saving Goals
Connect Bank Accounts
Unlimited
Real-Time Alerts & Insights
Business Dashboard
Multi-User Access
Support Level
Priority Support
Basic Expense Tracking
Budget Planning
AI-Driven Expense Categorization
Custom Budget & Saving Goals
Connect Bank Accounts
Unlimited
Real-Time Alerts & Insights
Business Dashboard
Multi-User Access
Support Level
Priority Support
Basic Expense Tracking
Budget Planning
AI-Driven Expense Categorization
Custom Budget & Saving Goals
Connect Bank Accounts
Unlimited
Real-Time Alerts & Insights
Business Dashboard
Multi-User Access
Support Level
Dedicated Account Management
Basic Expense Tracking
Budget Planning
AI-Driven Expense Categorization
Custom Budget & Saving Goals
Connect Bank Accounts
Unlimited
Real-Time Alerts & Insights
Business Dashboard
Multi-User Access
Support Level
Dedicated Account Management
FAQ
We’re here to answer all your questions
FAQ
We’re here to answer all your questions
General
For Clients
Businesses
Formaly automates deal analysis, comps, budgets, and financial modeling, giving you instant insights so you can focus on strategy, not spreadsheets.
Absolutely. Formaly was built to simplify development from first-time investors to experienced firms, with AI-guided steps and educational tools.
Yes. We offer a free plan that lets you use Formaly’s key functions — no credit card required.
We accept Credit Cards and Apple Pay through Stripe.
Yes, you can cancel your subscription at any time. For example, YNAB allows you to cancel through your account settings
General
For Clients
Businesses
Formaly automates deal analysis, comps, budgets, and financial modeling, giving you instant insights so you can focus on strategy, not spreadsheets.
Absolutely. Formaly was built to simplify development from first-time investors to experienced firms, with AI-guided steps and educational tools.
Yes. We offer a free plan that lets you use Formaly’s key functions — no credit card required.
We accept Credit Cards and Apple Pay through Stripe.
Yes, you can cancel your subscription at any time. For example, YNAB allows you to cancel through your account settings
If you can't find what you're looking for, feel free to Contact us directly,
Get Started
Secure, reliable, and trusted by many
Join thousands who trust us for secure financial management. Your data is protected with top encryption.
Get Started
Secure, reliable, and trusted by many
Join thousands who trust us for secure financial management. Your data is protected with top encryption.
Get Started
Secure, reliable, and trusted by many
Join thousands who trust us for secure financial management. Your data is protected with top encryption.