Fortune App
Fortune App is an AI-powered accounting software specifically designed for business decision making. It allows businesses to automate, anal...
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What is Fortune App?
Fortune App is an AI-powered accounting software designed for business decision making, helping users analyze and forecast their finances across all connected bank accounts. The platform eliminates manual accounting complexity by automatically categorizing expenses, reconciling books, and generating essential financial reports instantly. Built for speed and accessibility, Fortune enables entrepreneurs, small business owners, and financial decision-makers to make informed choices based on real-time data rather than gut feelings.
Key features include automated transaction tracking, 24/7 cash flow monitoring, automatic expense categorization, and access to a personal AI accountant that's available around the clock. The platform supports multi-currency accounts, advanced transaction search, unlimited past transaction data (up to 2 years), and the ability to create and manage unlimited organizations. Fortune also offers automation rules and workflows that learn from user behavior to reduce repetitive bookkeeping tasks by up to 80%.
Fortune is built on Plaid's battle-tested security standards with end-to-end encryption and strictly read-only access to bank accounts. The platform partners with a global, publicly traded security firm for continuous auditing and protection. Users have complete control over their data with the ability to export transactions in Excel or CSV formats or permanently delete all personal information at any time.
The tool is ideal for small business owners who need to track expenses and analyze cash flow, entrepreneurs managing multiple organizations, accountants and business partners who need shared access to financial data, and anyone looking to replace spreadsheets and manual bookkeeping with automated financial analytics. It serves users in the US, Canada, and EU across over 17,000 bank institutions.
Fortune App pricing
Pricing model: Paid
Fortune App offers two pricing plans. The Basic plan costs $10.99/month and includes up to 3 bank connections (available in US and Canada), automated transaction tracking for all bank accounts, cash flow/income/expenses monitoring, unlimited past transactions data, advanced transaction search, transaction rules and automations, automatic transaction categorization, multi-currency support, unlimited organizations, and shared access with accountant/business partners. The Standard plan (Popular) costs $30/month and includes everything in Basic plus unlimited bank connections, access to personal AI accountant, Excel/CSV export, financial reports and statements, advanced cash flow and spend alerts by email and SMS, and premium support. A special holiday deal offers 50% off all yearly plans, ending December 31, 2025. No charges during trial period.
Fortune App pros
- Save 80% on bookkeeping time with automations
- Automatic expense categorization without manual sorting
- Instant financial reports and accounting analytics in seconds
- Personal AI accountant available 24/7
- Lightning-fast bookkeeping reconciliation
- Cash flow, income, and expenses monitoring in real-time
- Multi-currency support for international business
- Up to 2 years of past transaction data accessible
- Advanced transaction search finds anything in seconds
- Connect up to 3 banks (Basic) or unlimited banks (Standard)
- Create and manage unlimited organizations
- Share access with accountant and business partners
- Export transactions in Excel or CSV format
- Bank-level security with Plaid integration
- No manual categorization or reconciliation needed
- Set up custom rules and automations for transactions
- Advanced cash flow and spend alerts via email and SMS
- Accessible interface with command tools, no video tutorials needed
Fortune App cons
- Basic plan limited to 3 bank connections
- Standard plan at $30/month may be expensive for solopreneurs
- Only available in US, Canada, and EU markets
- No free tier mentioned, only trial period
- Yearly plan discount ends December 31, 2025
- Premium support only on Standard plan
- Email and SMS alerts only on Standard plan
- Financial reports and statements only on Standard plan
Frequently asked questions about Fortune App
What is Fortune App?
Fortune App is an AI accounting software for business decision making that allows users to analyze and forecast their finances across all their bank accounts. It generates essential accounting reports instantly without manual categorization or reconciliation, providing analytics and reports rebuilt for decision-makers.
How much does Fortune App cost?
Fortune offers two plans: Basic at $10.99/month with up to 3 bank connections, and Standard at $30/month with unlimited bank connections. There's also a 50% discount on yearly plans ending December 31, 2025. You are not charged during the trial period.
Which countries is Fortune available in?
Fortune is available in the US, Canada, and EU (Europe). The Basic plan specifically mentions availability in US and Canada. The platform supports over 17,000 bank institutions globally.
How does Fortune ensure my data security?
Fortune uses Plaid's battle-tested security standards with end-to-end encryption and strictly read-only access. The platform partners with a global, publicly traded security firm trusted by major brands to audit and protect the platform 24/7. The team never views or accesses personal financial details.
Can I export my data from Fortune?
Yes, Fortune emphasizes that your data belongs to you. You can export transactions in Excel or CSV format for tax season, sharing with your accountant, or keeping records tidy. You also have complete control to permanently delete all personal and financial data at any time.
Does Fortune support multiple currencies?
Yes, Fortune has multi-currency support built in. Since business doesn't stop at borders, Fortune makes it seamless to manage accounts in multiple currencies, which is included in both Basic and Standard plans.
How much time does Fortune save on bookkeeping?
Fortune claims to save 80% on bookkeeping time. By setting up rules and automations that learn from your behavior, you don't have to repeat yourself when reconciling books. The app automatically categorizes expenses so you can focus on what matters.
Can I share Fortune access with my accountant?
Yes, both Basic and Standard plans allow you to share access with your accountant and business partners. You can also create and manage unlimited organizations, making it easy to separate different business entities.
What transaction history does Fortune keep?
Fortune provides unlimited past transactions data with access to up to 2 years of transaction history. Whether you're reviewing last month's expenses or preparing for tax season, you'll have a clear record to rely on with no guesswork.
How do I get started with Fortune?
Getting started is simple: sign up for an account, connect your bank accounts through the secure Plaid integration, and begin using the financial analytics features. You'll get your first report quickly without manual categorization or reconciliation. Contact [email protected] if you can't find what you're looking for.