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| Feature | Insight | Oversight |
|---|---|---|
| Allen AI Chat | ||
| Monthly messages | 50 | Unlimited |
| Financial Q&A | ||
| Spending insights | ||
| Conversational projections | ||
| Accounts | ||
| Connected bank accounts | Up to 2 | Unlimited |
| Manual accounts | ||
| Dashboard | ||
| Full web dashboard | ||
| Transaction management | ||
| Reconciliation | ||
| Interactive projection chart | ||
| Net Worth & Assets | ||
| Asset/liability tracking | ||
| Net worth calculations | ||
| Multi-entity support | ||
| Reports | ||
| Spending reports | ||
| Income reports | ||
| Tax export | ||
| PDF export | ||
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