Related Products
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About
Franklin AI is personal finance software with a built-in AI financial advisor. Instead of manually analyzing dashboards and spreadsheets, ask questions about your money and get clear, personalized answers.
Connect bank, credit card, and investment accounts from 12,000+ financial institutions. Franklin automatically analyzes your income, expenses, subscriptions, and financial habits to provide actionable insights.
Ask things like: "What am I overspending on?" "How much do I spend on subscriptions?" "Am I on track with my budget?"
Features include AI-driven budget tracking, expense analysis, subscription detection, savings opportunities, net worth tracking, spending trend analysis, and couples collaboration. Partners can manage finances together in one place.
Franklin provides beautiful Sankey diagram visualizations that show exactly where your money flows. No spreadsheets, no manual categorization, just answers.
Try Franklin free for 30 days. No credit card is required.
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About
Planswell provides a free, web-based financial planning engine that delivers personalized retirement, debt, investment, and insurance strategies in about three minutes. By inputting current savings, contribution levels, desired retirement age, and risk tolerance, its engine forecasts total nest‐egg growth, designs an optimized lifelong drawdown plan, and allocates funds across account types to minimize taxes and maximize savings. It aggregates existing debts, recommends consolidation at the lowest available interest rates to improve cash flow, and calculates insurance needs to protect income in the event of death or critical illness. It offers interactive dashboards, scenario‑driven calculators (including budgeting, child affordability, and insurance/investment needs), and detailed, exportable reports, all accessible through a secure online interface. Users can opt for a free review with a local financial advisor without sharing highly sensitive information.
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Audience
Individuals and couples who want to understand their finances without the complexity of traditional budgeting apps. Ideal for people who want answers without more spreadsheets.
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Audience
Individuals interested in a tool to build and optimize a complete financial plan covering retirement, debt consolidation, investment allocation and insurance protection
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Support
Phone Support
24/7 Live Support
Online
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Support
Phone Support
24/7 Live Support
Online
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API
Offers API
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API
Offers API
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Screenshots and VideosNo images available
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Screenshots and Videos |
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Pricing
$10/month/user
Free Version
Free Trial
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Pricing
No information available.
Free Version
Free Trial
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Reviews/
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Reviews/
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Training
Documentation
Webinars
Live Online
In Person
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Training
Documentation
Webinars
Live Online
In Person
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Company InformationFranklin AI
Founded: 2025
United States
meetfranklin.ai
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Company InformationPlanswell
Founded: 2015
Canada
planswell.com
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Integrations
No info available.
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Integrations
No info available.
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