Pricing
Two plans. A founding price if you join now.
Join the waitlist and subscribe within 14 days of launch to keep the founding price for your first 12 months. No free tier and no trial: you pay for what it shows you.
CoreFi
Everything a household runs on: banks, credit and debt, mortgages, investments and tax.
£19.99a month
or £199 a year, saving 17%
Founding price £9.99 a month (£99 a year) for your first 12 months
- Connect your UK banks and cards through Open Banking
- What your debt costs you, and the fastest way out of it
- Mortgages: equity, repayments and when your fix ends
- Investments and crypto against savings rates
- Self Assessment, capital gains and the year's tax dates
- Net worth, goals and cash flow forecasts
CoreFi Private
For business owners and complicated tax: crypto, company value and HMRC.
£49a month
or £490 a year, saving 17%
Founding price £24.99 a month (£249 a year) for your first 12 months
- Everything in CoreFi
- The full UK crypto tax engine: Section 104, same-day and 30-day rules
- Your company's value, with Xero
- A tax risk review, with your HMRC link
- R&D relief, IR35 and P11D tools
- Priority support
Questions about paying
Plans, the founding price and cancelling
No. CoreFi is a paid product: no free tier and no trial. Everything on this website is free to use without an account, including the money calculators, guides and courses. Join the waitlist to be offered the founding price when we launch.
CoreFi (£19.99 a month) connects your banks and cards and shows what your debt costs, your mortgage and equity, your investments against savings rates, and your tax. CoreFi Private (£49 a month) adds the full UK crypto tax engine, your company's value with Xero, a tax risk review with your HMRC link, and priority support. Waitlist members who subscribe within 14 days of launch pay £9.99 or £24.99 a month for their first 12 months.
No. Instead, you can cancel within 14 days of subscribing for a full refund, under the Consumer Contracts Regulations 2013.
Yes, you can cancel anytime from Settings > Subscription. Your access continues until the end of the billing period. Under the Consumer Contracts Regulations 2013, you have a 14-day cooling-off period from the date of purchase to cancel for a full refund. No refunds are given after the cooling-off period.