Financial management

Maxint

  • ✓ Website checked Sep 25, 2026

Personal and small-business finance workspace with a ledger, budgeting, net-worth tracking, invoicing and an AI assistant.

CategoryFinancial management Pricing modelFreemium Recorded websitemaxint.com

Tool Information

Maxint is a finance management platform that combines a double-entry general ledger, budgeting, net-worth tracking and invoicing with an AI assistant called Finsight. Its website describes connecting bank and brokerage accounts, categorizing transactions, capturing receipts and invoices with OCR, forecasting net worth and asking Finsight questions about spending or savings. Business-oriented features include invoicing, recurring billing and cash-flow forecasting, although some items, such as automated P&L reporting, are labelled as coming soon.

The service is aimed at individuals tracking their money, professionals who want a combined view of accounts and small business owners separating personal and business finances. Maxint's terms state that calculations, insights and Finsight outputs are informational only and are not financial, legal or tax advice. Users must review OCR-extracted totals, tax rates and vendor names before posting them to the ledger. None of the features were tested for this listing.

The default pricing view shows a free tier with a personal ledger and 3 invoices per month, a Visionary tier at $12.99 per month with live bank connectivity, bring-your-own-key AI and 30 invoices per month, and a Sovereign tier at $24.99 per month that adds 1M managed AI tokens and GoCardless automation. Weekly and yearly billing toggles also appear; the currency code and yearly totals were not confirmed. Plan limits include 10 or 100 OCR scans per month and 1 or 3 connected institutions.

According to its privacy policy, Maxint uses Plaid and GoCardless for bank connections and processes hosted AI requests through enterprise model providers, naming Google Cloud Gemini and Anthropic Claude, under zero-retention agreements. The policy also says customer financial records are not used to train public models. These are provider statements that were not independently verified.

Based on the official website (/, /pricing, /terms, /privacy), reviewed by an editor.

Capabilities

What you can do

Double-entry general ledger and budgeting

Bank and brokerage account aggregation

Receipt and invoice OCR capture

Finsight AI assistant with own-key or managed tokens

Invoicing and recurring billing

Put it to work

Ideas for your first session

  1. Tracking personal spending and net worth
  2. Separating personal and small-business finances
  3. Drafting invoices and reviewing cash flow

Example tasks to explore. Results depend on your input and the features available to your account.

Pricing

Free tier with a personal ledger and 3 invoices per month. Visionary $12.99 per month; Sovereign $24.99 per month with 1M managed AI tokens. Currency code and yearly totals not confirmed. · Source checked · Source ↗

Reviews

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About this listing

The profile reflects current official product, pricing and privacy evidence; untested claims are qualified.

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Financial management

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