Plans That Pay for Themselves
The average freelancer finds $3,800+ in missed deductions. Even Starter pays for itself in one discovered write-off.
Free
Try it out with basic features
- 1 CSV upload per month
- 3 receipt OCR scans per month
- Basic category breakdown
- Limited AI insights
- No saved sessions
- Branded PDF reports
Starter
For solo freelancers and creators
- Save up to 5 sessions
- Full AI insights for freelancers
- Auto-tag tax-deductible expenses
- Unlimited receipt OCR (text only)
- Freelancer categories (Software, Gear, etc.)
- Unbranded PDF reports
- Monthly summary emails
Pro
For serious freelancers and small studios
- Everything in Starter
- Unlimited saved sessions
- Receipt image storage
- Business vs Personal separation
- Tax-Ready Export (CSV + PDF)
- Multi-month comparisons
- Spending spike alerts
Business
For teams and agencies
- Everything in Pro
- Team accounts (3-5 users)
- Shared receipts inbox
- Weekly financial summary emails
- Custom branded PDF reports
- Higher OCR volume limits
- Agency dashboard & metrics
Bank-Level Security
256-bit encryption. Files processed in memory and discarded by default.
No Lock-In
Cancel anytime. Export all your data. No contracts, no hidden fees.
Secure Payments
Powered by Stripe. We never see or store your payment details.
Frequently Asked Questions
Is this suitable for freelancers and creators?
Absolutely! Wealth Guardian is built specifically for freelancers, content creators, and solopreneurs. Our categories, insights, and exports are designed to help you track business expenses, identify write-offs, and prepare for tax season.
How does the tax deduction tagging work?
We automatically flag common freelancer deductions like software subscriptions, advertising costs, equipment purchases, and home office expenses. You can review and adjust these tags before exporting for your accountant.
Can I separate business and personal expenses?
Yes! Pro and Business plans include a toggle for each transaction to mark it as business or personal. Your dashboard and exports will show separate totals for each category.
What file formats do you support?
We support CSV files from most banks and credit card providers. For receipts, we accept JPG, PNG, and PDF files up to 10MB. Our OCR works best with clear, well-lit photos.
Can I cancel anytime?
Yes, you can cancel your subscription at any time. Your features will remain active until the end of your billing period. All your data exports remain yours forever.