$4.99/month for life — limited to first 500 members
Your paycheck's coach and guide.
PLAN • AUTOMATE • GROW
Kalifi creates a personalized financial plan based on your income, goals, spending, savings, and debt—then helps you put it into action.
THE KALIFI PLATFORM
Everything works together to help you make financial progress.
01 — DASHBOARD
See where you stand and what happens next.
Your dashboard brings together your cash flow, net worth, Financial Score, goals, savings, investing, and personalized insights.
Net worth$38,420
JanFebMarAprMayJunJul
02 — ACCOUNTS
Every account in one clear financial picture.
View what you own, what you owe, and how each account affects your goals and net worth.
Bank accounts
Connected and included in your financial plan.
Credit cards
Connected and included in your financial plan.
Loans
Connected and included in your financial plan.
Investments
Connected and included in your financial plan.
Retirement
Connected and included in your financial plan.
Mortgage
Connected and included in your financial plan.
03 — SPENDING
Understand how today’s spending affects tomorrow’s goals.
Kalifi identifies spending patterns and gives clear suggestions based on the financial plan you chose.
Monthly spending$3,180$140 below last month
Housing$1,420
Food$610
Transportation$430
Kalifi recommendation
Reducing dining spending by $25 per week could move your savings goal forward by three weeks.
04 — INVESTING
Invest toward a goal—with the option to automate.
Set an investment goal, select a target and timeline, and track how your contributions move you closer to it.
- Create personalized investment goals
- Track progress and projected growth
- Choose recurring or paycheck-based contributions
- Pause automation when your cash reserve is too low
Investment goal
Automation onFuture Home
$12,680of $35,000