Pricing
Free with your files. Five bucks a month for bank sync, plus SimpleFIN’s fee.
CSV and QFX bank files are free, with no limit. Pro adds read-only bank sync, plus unlimited scans and unlimited AI-powered categories. Bank sync also needs a SimpleFIN account, $1.50 a month paid to them.
Free
$0forever
Know where your money goes, from the files your bank already gives you.
- Unlimited CSV and QFX bank files
- 10 receipt scans a month
- 10 PDF statement scans a month
- AI-powered categories for 50 rows a month, if you turn them on
- Every chart, plus smart rules that learn, for all your accounts
- Who owes who, receipt splits and Venmo matching
- Your own Anthropic key, free on every plan: unlimited receipt and PDF scans and AI categorization, billed to your Anthropic account
- Community on Discord
The easy button
Pro
$5per month
Your banks update themselves, and scans and AI categories have no limit.
- Read-only bank sync through SimpleFIN, about once a day or when you press Sync now (SimpleFIN bills you $1.50 a month)
- Unlimited receipt and PDF scans
- Unlimited AI-powered categories
- Priority support in our Discord: Pro questions get answered first.
- Everything in Free
The 10 + 10 free scans and the 50 AI categorization rows reset on the 1st of each month. SimpleFIN bills its $1.50 a month for bank sync directly. Zedi adds no markup and never sees that payment. Free stays free. Pro is opt-in, and you can cancel it any time in Settings.
Side by side
Free and Pro, line by line.
| Feature | Free | Pro |
|---|---|---|
| CSV and QFX import | Unlimited | Unlimited |
| Receipt scans | 10 receipt scans a month on our key | Unlimited on our key |
| PDF statement scans | 10 PDF statement scans a month on our key | Unlimited on our key |
| AI categorization (off until you turn it on) | 50 rows a month on our key | Unlimited on our key |
| Your own Anthropic key | Free: scans and AI categorization with no cap, billed to your Anthropic account | Free, optional: scans and AI categorization then bill to your key |
| Dashboards, categories and rules, across all accounts | Included | Included |
| People balances, receipt splits and Venmo CSV matching | Included | Included |
| Bank sync through SimpleFIN | Not included | Read-only, about once a day or with Sync now. SimpleFIN bills you $1.50 a month or $15 a year, plus tax. |
| Export or delete your data | Any time, in Settings | Any time, in Settings |
| Support | Community on Discord | Priority support in our Discord: Pro questions get answered first. |
| Price | $0 | $5 a month |
Pricing questions
Before you pay for anything.
What does Pro add?
Read-only bank sync through SimpleFIN, about once a day or when you press Sync now, plus unlimited receipt and PDF scans and AI categorization on our Anthropic key. Everything else is the same on both plans.
Why do I pay SimpleFIN too?
SimpleFIN runs the bank connection and bills you directly: $1.50 a month or $15 a year, plus tax. Pro ($5 a month) is paid to Zedi. Zedi adds no markup and never sees your SimpleFIN payment.
How do I turn bank sync off?
Two steps. Disconnect the bank in Zedi under Settings, Connections & keys, then remove Zedi in SimpleFIN. Transactions already synced stay until you delete them. To stop paying SimpleFIN, cancel on their site.
How is my own Anthropic key different from Pro?
Both remove the scan limit. Your own key is a free setting on every plan, not a plan of its own: paste it in Settings, Connections & keys, and scans bill to your Anthropic account at Anthropic’s prices. Pro ($5 a month) pays for scans on our key instead, so there is nothing to set up, and it adds bank sync. Remove your key any time and you are back on the monthly allowance.
Can I cancel any time?
Yes. Settings, Billing, Manage opens the Stripe billing portal, where you cancel without writing to anyone. Pro stays on until the end of the period you paid for, then your account moves to Free.
What happens to my data if I go back to Free?
Nothing is deleted: your transactions, receipts, categories, rules and people stay. Bank sync pauses: Sync now and the schedule stop, your connections stay listed so you can remove them, and everything already synced stays in Zedi. Receipt and PDF scans go back to the 10 + 10 monthly allowance on our key and AI categorization to 50 rows a month, or both stay unlimited with your own key.