Keep the insight. Choose the depth.
Choose Plus for longer history and more control, or Premium for retirement and career-break scenarios on your own data. Both cover 2027 and all earlier statement years.
Private AI for personal documents and trust explanations. Spending and investment analysis. An initial retirement outlook from your own numbers.
Everyday clarity
A useful financial picture. Account optional.
Available internationally with supported statements.
$0
Account optional. No expiry.
Your everyday essentials:
More history & control
Your full history. Your categories. Your bigger picture.
Available internationally with supported statements.
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75% off
50% off
Current coverage shown before purchase
Black Friday: use BLACKFRIDAY26 at checkout for 75% off, through November 30.
Use Holiday2026 at checkout for 50% off.
Everything in Everyday, plus:
Also included: understand trusts you’ve inherited or created.
Helps cover the cost of keeping OrbySystems running.
Choose PlusYour next chapter
Deeper planning for the choices ahead.
US only. Built for US retirement and tax rules.
Loading price…
75% off
50% off
Current coverage shown before purchase
Black Friday: use BLACKFRIDAY26 at checkout for 75% off, through November 30.
Use Holiday2026 at checkout for 50% off.
Everything in Plus, plus:
Black Friday sale: 75% off Plus and Premium through November 30, 2026. Use code BLACKFRIDAY26 at checkout. Before tax. Covers the statement year shown above and all earlier years.
Black Friday details ↗Holiday offer: 50% off Plus and Premium through December 31, 2026. Use code Holiday2026 at checkout. Before tax. Covers the statement year shown above and all earlier years.
Offer & coverage details ↗During the private beta, create your account from Upgrade License inside the app, or use your invitation. Existing customers can sign in below.
Your account. Your licenses. Accounts are optional for Everyday and required for paid plans and license recovery.
| What you can do | Everyday · Free | Plus | Premium |
|---|---|---|---|
| Country availability | International, with supported statements | International, with supported statements | US only |
| Use private AI on your laptop | Included | Included | Included |
| Ask AI about your personal documents | Included | Included | Included |
| Analyze statement history | Any 6 consecutive months | Through covered year | Through covered year |
| Explore spending and investments | Included | Included | Included |
| Customize categories and matching rules | Individual corrections | Custom categories & broad rules | Custom categories & broad rules |
| Track assets, debts and value history | View existing records | Create & update | Create & update |
| Understand inherited or created trust documents | Included | Included | Included |
| Break down Amazon purchases | Import & browse items only | Item & category analysis | Item & category analysis |
| See an initial retirement outlook | From 6-month history | From longer history | From longer history |
| Adjust retirement and break scenarios | Explore the demo | Explore the demo | Your own data |
| Explore account withdrawal sequences | Explore the demo | Explore the demo | Your own data |
| Create an account | Optional | For purchase & activation | For purchase & activation |
Everyday and Plus let you confirm basic ages and retirement timing. Premium adds spending, income and withdrawal-sequence scenarios on your own data. Compare the capabilities above to choose the depth you need.
Gifts
Give Plus or Premium to someone you care about. About five minutes, once it’s installed, and they’re getting answers from their own statements, on their own computer. Their statements stay there, and you never see their answers.
Black Friday prices apply to gifts bought by November 30, 11:59 p.m. Pacific.
How a gift works · Got a code? Redeem a gift
From the creators
No percentage-of-assets fees.
We believe understanding your finances should give you more freedom—not require giving up your privacy.
We’re experienced systems engineers. Technology we’ve built over our careers powers companies and critical infrastructure today. We fund OrbySystems development ourselves.
Our aim is to help you connect your spending, investments and retirement, understand the numbers, and explore your options when life or work changes. No finance background required. Ask in everyday language and learn as you go.
Everyday · Free is built to be fully useful. If it gives you what you need, keep using it. Plus and Premium add capabilities and help cover the cost of keeping OrbySystems running. Choose Plus for more history and control, or Premium for deeper planning.
Your most personal financial information should help you make decisions. It shouldn’t become someone else’s asset.
Coverage & the holiday offer
Choose the history and planning tools you need. Your financial records stay on your laptop.
Everyday and Plus are available internationally. Financial analysis depends on supported statement formats and the currencies in your projects. Premium is US-only: its retirement, account and tax modeling uses US rules.
Plus and Premium purchases cover 2027 and all earlier statement years, including statements you add later for those years. If you don’t purchase a later year, your covered years remain available; newer history follows Everyday’s six-month limit. Paid access requires an up-to-date license check.
Your laptop runs the built-in AI without a separate compute subscription. Paid features also need an online license check, valid for up to seven days. If it expires before you can reconnect, Everyday remains available. Reconnect to refresh your paid access. Your documents stay on your computer.
Through November 30, 2026, 11:59 p.m. Pacific, use BLACKFRIDAY26 for 75% off eligible Plus and Premium purchases, before tax. Current prices and covered statement years are shown above. The sale applies to your first eligible purchase of the selected plan for that coverage year. Enter BLACKFRIDAY26 on Stripe’s checkout page and review the discounted total before paying. One discount per purchase; offers cannot be combined.
Through December 31, 2026, use Holiday2026 for 50% off eligible Plus and Premium purchases, before tax. Current prices and covered statement years are shown above. The offer applies to your first eligible purchase of the selected plan for that coverage year. Enter Holiday2026 on Stripe’s checkout page and review the discounted total before paying. One discount per purchase; offers cannot be combined.
Eligible founding testers keep their promised half-off first Plus statement year whenever their invitation arrives. The holiday deadline does not change that offer. The founding-tester and holiday discounts cannot be combined.
Start with Everyday on your own statements. Check your hardware and statement support, then explore the example retirement household to try deeper planning. Everyday has no time limit. Choose a paid plan when its extra history or scenario tools are useful to you.
Yes. Choose “A gift” at checkout and you’ll get a code and a card. They redeem it at orbysystems.ai/redeem with a free account; no card, and nothing renews. The code never expires, and you can get a refund until it’s redeemed.
Try Everyday before you buy. A gift can be refunded until it’s redeemed. Plus and Premium purchases are final, with exceptions for mistaken or duplicate charges, unintended auto-renewals reported within 30 days, and problems that stop your paid plan from working and that support cannot fix. We also honor applicable cancellation and refund rights. See the full refund policy ↗.
Try the example household. Add your own statements when you’re ready.