save more with right plan
Flexible plans designed for expats, international professionals, and global families
Monthly
Annual
Starter
Best for tracking net worth, assets, liabilities, and transactions across 30+ countries.
$10
/month
Link unlimited accounts
Choose preferred currency
Set rules to personalize categories
AI Tax Assistant (Basic usage)
Advisor Marketplace access
Advanced
Best for tracking net worth and simple cross-border taxes management.
Most Popular
$28
/month
get started
Everything in Starter plan +
Tax Outlook for multiple countries
Tax Short / Overpayment
Tax optimization tips
Compliance forms and deadline
Tax Pre-packaged data (FBAR/FATCA only)
Data sharing with advisors
Expert
Best if your international tax situation is complex and requires more sophisticated tools.
$50
/month
get started
Everything in Advanced +
Tax Pre-packaged data all available forms*
Unlimited usage of AI Tax Assistant**
Payment link customization
24/7 Support
Monthly
Annual
Starter
Best for tracking net worth, assets, liabilities, and transactions across 30+ countries.
$10
/month
Link unlimited accounts
Choose preferred currency
Set rules to personalize categories
AI Tax Assistant (Basic usage)
Advisor Marketplace access
Advanced
Best for tracking net worth and simple cross-border taxes management.
$28
/month
get started
Everything in Starter plan +
Tax Outlook for multiple countries
Tax Short / Overpayment
Tax optimization tips
Compliance forms and deadline
Tax Pre-packaged data (FBAR/FATCA only)
Data sharing with advisors
Expert
Best if your international tax situation is complex and requires more sophisticated tools.
$50
/month
get started
Everything in Advanced +
Tax Pre-packaged data all available forms*
Unlimited usage of AI Tax Assistant**
Payment link customization
24/7 Support
Monthly
Annual
Starter
Best for tracking net worth, assets, liabilities, and transactions across 30+ countries.
$10
/month
Link unlimited accounts
Choose preferred currency
Set rules to personalize categories
AI Tax Assistant (Basic usage)
Advisor Marketplace access
Advanced
Best for tracking net worth and simple cross-border taxes management.
$28
/month
get started
Everything in Starter plan +
Tax Outlook for multiple countries
Tax Short / Overpayment
Tax optimization tips
Compliance forms and deadline
Tax Pre-packaged data (FBAR/FATCA only)
Data sharing with advisors
Expert
Best if your international tax situation is complex and requires more sophisticated tools.
$50
/month
get started
Everything in Advanced +
Tax Pre-packaged data all available forms*
Unlimited usage of AI Tax Assistant**
Payment link customization
24/7 Support
Business
Best for tracking net worth, assets, liabilities, and transactions across 30+ countries.
Contact for pricing
Advisor dashboard to manage all clients
In-app data requests + reminders
Invite clients and track setup progress
Review and analyse tax and financial documents
Custom tax + advisor data packs (US, UK, Spain, Portugal, and more)
Review financial and tax for errors or risks
Priority support + onboarding help
AI tax research
Business
Best for tracking net worth, assets, liabilities, and transactions across 30+ countries.
Contact for pricing
Advisor dashboard to manage all clients
In-app data requests + reminders
Invite clients and track setup progress
Review and analyse tax and financial documents
Custom tax + advisor data packs (US, UK, Spain, Portugal, and more)
Review financial and tax for errors or risks
Priority support + onboarding help
AI tax research
Business
Best for tracking net worth, assets, liabilities, and transactions
across 30+ countries.
Contact for pricing
Advisor dashboard to manage all clients
In-app data requests + reminders
Invite clients and track setup progress
Review and analyse tax and financial documents
Custom tax + advisor data packs (US, UK, Spain, Portugal, and more)
Review financial and tax for errors or risks
Priority support + onboarding help
AI tax research
What makes us unique
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.
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.
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.
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.
Feature Area
With Aequify
Without Aequify
Key Benefits of Using Aequify
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.
For Global Citizens
Stop worrying about complicated international tax rules. Aequify helps you avoid surprise bills that could cost you thousands of dollars.
For Tax Advisors
Get organized, clean data (like Schedule D reports) so you can finish tax returns faster and with zero errors.
For Global Companies
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
"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 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.
"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
Your questions,
Answered
Your questions,
Answered
Everything you need to know before starting your journey
How does Aequify work?
Does Aequify replace my tax consultant?
How do you ensure data security
Which country do you support?
What is FBAR filing and how can Aequify help?
What is FATCA and Form 8938?
How does Aequify work?
Does Aequify replace my tax consultant?
How do you ensure data security
Which country do you support?
What is FBAR filing and how can Aequify help?
What is FATCA and Form 8938?
How does Aequify work?
Does Aequify replace my tax consultant?
How do you ensure data security
Which country do you support?
What is FBAR filing and how can Aequify help?
What is FATCA and Form 8938?
Aequify helps expats and globally mobile individuals manage cross-border finances by connecting bank and investment accounts, organizing transactions, and generating tax-ready reports for international tax filing workflows.
This includes support for common U.S. expat reporting needs like FBAR and FATCA (Form 8938) summaries, plus year-round visibility into income, expenses, and foreign accounts across countries. Aequify is a software platform only and does not provide tax, legal, or financial advice, and it does not guarantee compliance or results.
The Aequify Marketplace lists independent tax advisors and financial professionals who may specialize in U.S. expat tax, cross-border tax planning, and international filings. These advisors are not employees, agents, or representatives of Aequify. Aequify does not endorse, certify, or guarantee any advisor’s advice, work, fees, or outcomes. If you choose to work with an advisor, you engage and contract with them directly, and you should verify their credentials and fit for your situation.
If you have any questions, please contact us using the Contact Us form mentioned above.
Aequify helps expats and globally mobile individuals manage cross-border finances by connecting bank and investment accounts, organizing transactions, and generating tax-ready reports for international tax filing workflows.
This includes support for common U.S. expat reporting needs like FBAR and FATCA (Form 8938) summaries, plus year-round visibility into income, expenses, and foreign accounts across countries. Aequify is a software platform only and does not provide tax, legal, or financial advice, and it does not guarantee compliance or results.
The Aequify Marketplace lists independent tax advisors and financial professionals who may specialize in U.S. expat tax, cross-border tax planning, and international filings. These advisors are not employees, agents, or representatives of Aequify. Aequify does not endorse, certify, or guarantee any advisor’s advice, work, fees, or outcomes. If you choose to work with an advisor, you engage and contract with them directly, and you should verify their credentials and fit for your situation.
If you have any questions, please contact us using the Contact Us form mentioned above.
Aequify helps expats and globally mobile individuals manage cross-border finances by connecting bank and investment accounts, organizing transactions, and generating tax-ready reports for international tax filing workflows.
This includes support for common U.S. expat reporting needs like FBAR and FATCA (Form 8938) summaries, plus year-round visibility into income, expenses, and foreign accounts across countries. Aequify is a software platform only and does not provide tax, legal, or financial advice, and it does not guarantee compliance or results.
The Aequify Marketplace lists independent tax advisors and financial professionals who may specialize in U.S. expat tax, cross-border tax planning, and international filings. These advisors are not employees, agents, or representatives of Aequify. Aequify does not endorse, certify, or guarantee any advisor’s advice, work, fees, or outcomes. If you choose to work with an advisor, you engage and contract with them directly, and you should verify their credentials and fit for your situation.
If you have any questions, please contact us using the Contact Us form mentioned above.