Simple, Transparent Pricing

Two plans. Full access. Cancel anytime.

Bundle — Advisor + Backbone

Your finances and your back office, run for you. Quotes, invoices, payment chasing, real books — plus everything in Advisor.

$49.99USD / month

First 14 days free

Then billed monthly · Cancel before day 14 and you pay nothing

Everything in Advisor, plus the full back office:
Professional quotes & invoices — created from a chat message
AI-drafted payment follow-ups — you approve, it sends
Automatic payment chasing for overdue invoices
Weekly business digest — who owes you, what needs attention
Customer records, contacts & service history
Real double-entry books — no accountant needed
Cash position & receivables, always current

Start your 14-day free trial

Card needed to start · First charge after 14 days · Secure payment via Paddle

Advisor

Everything you need to understand your finances — AI assistant, POS integrations, unlimited reports.

$19.99USD / month

Billed monthly · Cancel anytime · 14-day money-back guarantee

AI financial assistant — ask anything about your money
Unlimited transactions — voice, text & receipts
Spending overview & full transaction history
Daily personalised financial briefing
Receipt & document scanning
Unlimited report downloads (Excel & PDF)
Square & Loyverse POS integrations — auto-import sales
Multi-profile support (+$4/month each)

Start with Advisor — $19.99/month

Move to the Bundle later. Your data carries over.

Add-ons: Extra profiles for family members, employees, or separate businesses — $4/month each. Profiles let you track finances separately under one account.

Frequently Asked Questions

What's the difference between Advisor and the Bundle?

Advisor helps you understand your money — track transactions, scan receipts, ask the AI assistant anything, download reports. The Bundle adds Backbone, your back office: professional quotes and invoices, AI-drafted payment follow-ups you approve before they send, customer records, and real double-entry books — with no accountant or bookkeeping knowledge needed.

Can I start with Advisor and upgrade later?

Yes. Email support@myadvisely.com and we switch your plan the same day. Your data carries straight over; nothing is re-entered.

Is there a free trial?

Yes — all plans come with a 14-day money-back guarantee. If you're not satisfied within 14 days of your first payment, we'll refund you in full, no questions asked.

Can I cancel anytime?

Yes. Cancel at any time from your account settings. You'll keep access until the end of your current billing period. No penalties, no lock-in.

What currency are prices in?

Prices are listed in US Dollars (USD). Your MyAdvisely account can track transactions in any currency, including XCD, BBD, JMD, TTD, GBP, EUR, CAD, and many others.

Who processes payments?

Payments are processed securely by Paddle, who acts as the Merchant of Record. Your payment details are never stored by MyAdvisely.

Is my financial data secure?

Yes. All data is encrypted in transit and at rest. Your data is isolated from other users and never sold to third parties. See our Privacy Policy for full details.