Flexible plans designed for expats, international professionals, and global families
15 days Free Trial 🎉 . No credit card required.
Best for tracking net worth, assets, liabilities, and transactions across 30+ countries.
$10.006.67/monthly
$79.99/annual
Get StartedBest for tracking net worth and simple cross-border taxes management.
$24.9919.99/monthly
$239.88/annual
Get StartedEverything in Starter plan +
Best if your international tax situation is complex and requires more sophisticated tools.
$49.9928.99/monthly
$347.88/annual
Get StartedEverything in Advanced +
Built for tax and financial advisory firms with internationally mobile clients. Automate 90% of fact finding, cut data gathering and back-and-forth by 90%, and improve lead conversion.
This comparison shows how Aequify simplifies managing money across different countries compared to the “DIY” method of using messy spreadsheets, confusing Google searches, and risky emails.
| Feature Area | With Aequify | Without Aequify |
|---|---|---|
| Global Net Worth Tracking | Automatically track bank accounts, investments, and property from 30+ countries in one dashboard. | Manually typing numbers into a spreadsheet every time exchange rates or balances change. |
| AI Tax Assistant | Get instant, private answers to your expat tax questions based on official IRS, HMRC, CRA, etc rules and tax treaties. | Spending hours searching Google and reading confusing blogs that might be outdated or wrong. |
| Expat Tax Compliance | Provides a smart checklist of forms like FBAR (FinCEN 114) and FATCA (Form 8938) so you never miss a filing. | Searching government websites and hoping you didn’t forget a form that could lead to a $10,000+ fine. |
| Cross-Border Tax Outlook | See an estimate of how much tax you owe in each country before the deadline so there are no surprises. | Waiting until tax season to find out you owe a huge amount of money you didn’t save for. |
| Secure Data Sharing | Create an “Advisor-Ready Data Pack” for your accountant with one click, revoke access anytime. | Fill long questionnaires, send financial documents through regular email, which is slow and can be easily hacked. |
| Tax Treaty Savings | Automatically flags tax treaties and foreign tax credits to help you avoid being taxed twice on the same income. | Paying too much in taxes because you didn’t know the special rules for people living and working abroad. |
| Bank-Grade Security | Uses high-level encryption and SOC II standards to keep your global financial data locked and safe. | Storing sensitive account numbers in basic files or emails that aren’t protected against identity theft. |
| Expert Marketplace | Easily find and hire trusted international tax experts and financial advisors with clear, upfront pricing. | Randomly searching for a CPA and not knowing if they actually understand cross-border rules. |
This comparison shows how Aequify simplifies managing money across different countries compared to the “DIY” method of using messy spreadsheets, confusing Google searches, and risky emails.
Stop worrying about complicated international tax rules. Aequify helps you avoid surprise bills that could cost you thousands of dollars.
Get organized, clean data (like Schedule D reports) so you can finish tax returns faster and with zero errors.
Help employees moving to a new country feel settled and productive by removing the financial friction of relocation.
“This year, it took me less than 2 mins to know whether to file FBAR and FATCA and to file it.”
Joseph J.
U.S. expat in Spain
I had 18 different apps to track my banks and investments. It made it hard to see the full picture of my finances. Aequify brings everything into one secure, unified dashboard, making it much easier to manage my global financial life from a single place.
David W.
Canadian expat in the U.S.
I’d spend hours combing through bank statements from four UK accounts to complete my FBAR. Aequify pulled the details instantly for me…it was a lifesaver.
Taniya R
U.S. expat in the U.K.
My favourite feature is the ability share my data with my financial advisor right from Aequify with a single click. I don't need to fill long forms and download statements. I feel in control of my data and know when my advisor downloaded my data and I can remove access anytime.
Michael C.
US expat in France
Everything you need to know before starting your journey. If you have more question, you can email us at support@aequify.com.
Aequify is built for expats, cross-border professionals, and global families who hold accounts, income, or tax obligations in more than one country — and for the advisors and employers who support them.
Budgeting apps track spending in one country. Aequify connects accounts across 30+ countries, converts everything into your preferred currency, and layers on cross-border tax insights — FBAR/FATCA checklists, treaty flags, and advisor-ready exports.
No. Aequify organizes your cross-border financial data and prepares advisor-ready exports so you or your tax professional can file faster and with fewer errors. For complex situations, you can find vetted international tax experts in our Advisor Marketplace.
Yes. Connect accounts in any supported country and choose a preferred currency — Aequify converts balances and transactions automatically so you always see one consistent picture of your finances.
Yes. Aequify uses bank-grade, read-only connections and high-level encryption. We never see or store your banking credentials, and you can revoke access at any time.
Yes. Aequify has undergone independent security audits and meets SOC 2 standards for data protection and privacy. You can review our security posture at trustcenter.aequify.com.
No. All account connections are strictly read-only — Aequify can never move, spend, or hold your money.
Yes. You can disconnect any account and request full deletion of your data at any time from your account settings.
Email us at support@aequify.com or visit trustcenter.aequify.com — our team is happy to walk through how your data is protected.
