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. CoreFi is paid from the start, with no free trial. You can cancel at any time, and cancelling stops the next renewal.
Yes, at any time from Settings > Subscription. Cancelling stops the next renewal, and your access continues to the end of the billing period you have paid for. Access is given immediately when you subscribe, so the current period is not refunded, except where the law requires it.