Coach plans
Pricing built around your client load.
30-day free trial, no credit card required. Cancel any time. Your subscription covers your own Compound app too.
Every coach plan includes
- Live read-only dashboard for every client
- Encrypted, coach-private session notes
- One-click client invitation system
- Per-client cash-flow trends and budget-health scores
- Client activity feed between sessions
- Full transparency log — clients see every access
- Your own Compound app included (no extra subscription)
- Cancel any time
For individuals
Just want the app for yourself?
Compound is a serious budgeting app on its own. Start a 7-day free trial — no credit card, no coach required. Connect a coach later if you want one.
7 days free · no card required · cancel anytime
Both individual plans include
- Connect unlimited bank accounts via Plaid
- Auto-categorise transactions with AI
- Monthly budgets with rollover and cover-from-category
- Savings goals, debt payoff, sinking funds
- 12-week cash-flow forecast
- Year-end tax category map
- Optional read-only access for a coach
- Export your data any time
Frequently Asked Questions
Who is the coach plan for?
Financial coaches, advisors, planners — anyone running a money-coaching practice with a book of clients. Self-serve sign-up — two minutes to your dashboard.
Does my coach plan include my own Compound app?
Yes. Every coach plan includes your own Compound subscription so you can use the tool on your own money, side-by-side with your clients.
How does client billing work?
Each client pays $12/month (or $99/year) for the Compound consumer app, billed to their own account. Your coach plan is separate and already includes your own Compound app.
What happens if I cancel?
Your clients keep their Compound accounts untouched. You lose dashboard access. The coach connection stays in our records and is restored if you resubscribe.
Can I use Compound just for myself, without coaching?
Yes. Compound is a complete budgeting app on its own — start a 7-day free trial at $12/month. The coach features are entirely separate.
Is client financial data secure?
Plaid access tokens are encrypted with AES-256-GCM. Session notes are encrypted at rest. Queries are scoped per-user — only the customer, their connected coach, and the platform admin can read their rows.