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NewThe leading Wealth Builder Kit for smart investors

The complete solution for building and managing your wealth

Plan, Track, and Grow Your Financial Future – Smarter Than Ever. Designed for Individuals, Families, and Small Businesses.

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Transform Your Financial Planning

The Ultimate Wealth Builder Kit. Unlock your financial potential and accelerate your wealth with EntityProcess.

Intuitive Dashboard

EntityProcess provides an intuitive dashboard to manage your wealth.

Leverage Tracker

Analyze your portfolio's risk and reward, calculate leverage ratios and make smarter investments.

Property Portfolio Manager

Manage cash flows and run scenario analysis for your properties.

Cash Flow Management

Manage consolidated cash flow and savings with reconciliations and projections across multiple time frames.

Get started for free. No credit card required.

Fair pricing for all types of entities

Get started on our free plan and upgrade when you are ready.

Value
Starter
The perfect plan to get started
$9.99per month
Billed monthly
  • Cash Flow Tracking & Reporting
  • Cash Flow Auto-Reconciliation
  • Perpetuals Leverage Tracker
Popular
Pro
The perfect plan for professionals
$19.99per month
Billed monthly
  • Cash Flow Tracking & Reporting
  • Cash Flow Auto-Reconciliation
  • Cash Flow Forecasting
  • Property Portfolio Manager
  • Perpetuals Leverage Tracker
Enterprise
The perfect plan for enterprises
$29.99per month
Billed monthly
  • Cash Flow Tracking & Reporting
  • Cash Flow Auto-Reconciliation
  • Cash Flow Forecasting
  • Property Portfolio Manager
  • Perpetuals Leverage Tracker
  • Balance Sheet Reporting
  • Optional: Self-Hosted Database with $5/m discount