Your Personal Financial HQbuilt for real life
See every account in one clean view, track your goals in real time, and get step-by-step advice you can actually use—no jargon, just results.
All Accounts in One Place
See checking, credit, savings, and investments in a single real-time dashboard.
Automatic Goal Tracking
Set targets for saving, investing, or debt payoff and watch your progress grow.
Personalized Action Steps
Get clear, sensible tips—no jargon—to strengthen your finances every day.
Your Financial Co-Pilot
Start with a 7-day free trial. All of your money in one place, plus daily guidance you can actually use—no jargon, just results.
Connect your accounts and start seeing insights.
Members hit their goals sooner with clear guidance.
Know exactly where every dollar goes.
Unified Money View
Link banks, credit cards, and investments to see your net worth in real time.
Automatic Budgeting
Smart categories keep your spending on track—no spreadsheets required.
Goal Progress
Watch savings, investments, or debt-payoff goals grow with clear visuals.
Personalized Moves
Get simple, actionable steps—updated daily—to boost your financial health.
Your Path to Financial Confidence
Connect your accounts, set clear goals, and follow simple daily steps to build lasting wealth—no jargon required.
Connect Your Accounts
Link your banks, credit cards, and investments in under a minute for a complete picture of your money.
Set Meaningful Goals
Tell us what you're aiming for—saving, investing, or paying off debt—and we'll map out the milestones.
Get Smart Insights
Our AI highlights quick wins and simple tweaks you can make today to keep your money working harder.
Track Your Progress
Watch your net worth and goals grow with clear, easy-to-read charts updated in real time.
Celebrate & Level Up
Hit milestones, unlock new insights, and keep pushing your finances forward—one victory at a time.
Ready to Master Your Money?
Start your free 7-day trial and join members who turned confusion into clarity with Currency Captain.
Try Free for 7 Days →Find the Plan That Fits Your Goals
Start with a free 7-day trial. From simple budgeting to full AI coaching, pick the tier that matches where you are on your money journey.
Essentials
Dashboard, smart budgeting, and foundational lessons
- All Accounts Dashboard
- Automatic Budgeting
- Basic Education Library
- Dynamic Trial & Discounts
- Email Support
Ideal For:
Anyone who wants a clear view of their money.
Growth
Investing tools, community features, and live workshops
- Everything in Essentials, plus:
- Investment Portfolio Tracking
- Community Challenges
- Live Workshops & Webinars
- Milestone Rewards
- AI Upsell Recommendations
Ideal For:
Users ready to grow their wealth alongside others.
Empowerment
Full AI guidance, advanced analytics, and personal coaching
- Everything in Growth, plus:
- Personalized AI Action Plans
- Advanced Goal Forecasting
- 1-on-1 Expert Sessions
- Priority Support
Ideal For:
Those serious about accelerating their financial journey.
Enterprise Solutions
Give your congregation, employees, or community powerful financial tools with group onboarding, tailored education, and dedicated success support.
Get Enterprise DemoEasy Group Onboarding
Bulk invites & single-sign-on integrations
Custom Curriculum
Faith-based or workplace financial lessons
Impact Reporting
Track engagement & financial health improvements
Dedicated Success Team
Priority support for leaders & members