Run your personal finance like a CFO with Kleev
Founding member
One-off launch offerWe offer this once, at launch only. Pay once and keep lifetime access to everything in Max, with nothing more to pay.
Free
Everything you need to make your money legible.
No card needed
- AI auto-categorisation of every upload
- Kleev AI reads on your spending
- Bank CSV uploads
- 10 files and 2,000 transactions per upload
- 1,000 transactions a month
- 3 spending patterns
- Budgets and goals
- Net worth and wealth tracking
- 1 investment property
- 2 years of statement grid history
- 2 OzBargain deal refreshes a day and 2 smart alerts
Pro
A fuller picture for one busy financial life.
A$176.28 billed once a year
- Kleev AI deep insights
- EOFY tax pack with Excel export
- Monthly CFO report
- 20 files and 5,000 transactions per upload
- 10,000 transactions a month
- 6 spending patterns
- Recurring cancel help and price alerts
- Goal projections and seasonality detector
- 2 investment properties
- 10 years of statement grid history
- 5 OzBargain deal refreshes a day and 5 smart alerts
Pay A$169.50 for your first year, then A$176.28 a year. Cancel anytime.
Max
Most popularRemove every cap for a few dollars more.
A$220.48 billed once a year
- EOFY tax pack with Excel export (unlimited properties)
- 30 files and 10,000 transactions per upload
- Unlimited transactions
- 9 spending patterns
- Unlimited investment properties
- Unlimited statement grid history
- Unlimited OzBargain deal refreshes and smart alerts
- Priority support
- Expedited feature requests
Pay A$212.00 for your first year, then A$220.48 a year. Cancel anytime.
Enterprise
For brokers, agencies and advisers.
Priced for your client book
- Multi-client workspaces
- Custom onboarding
- Priority support
Two weeks free for new subscribers · Cancel anytime · Fair use applies to unlimited features · Your data stays yours
Billing FAQ
What counts as a transaction?
Every transaction row Kleev keeps from your uploads, counted by transaction date within each calendar month.
Is there really a free plan?
Yes. Upload your bank CSVs and get auto-categorisation, budgets, goals and wealth tracking at A$0, within the limits above. No card needed.
What does unlimited mean on Max?
No plan caps on transactions, properties, statement grid history, OzBargain deal refreshes or smart alerts. Fair use applies to keep things sensible.
How does two weeks free work?
Your first Pro or Max subscription gets two weeks free, on either billing cycle. We charge your card at checkout with two weeks' worth of the plan price taken off your first bill, so your first 4 weeks of Pro cost A$7.98 instead of A$15.96, and the subscription renews at the full price after that unless you cancel. The offer is for first-time subscribers only, and the founding member offer is a one-off purchase without it.
How does billing work?
We price every plan per week. On the monthly cycle we bill 4 weeks at a time, 13 cycles a year, at 4 times the weekly rate. Choose annual and you pay once a year at 15% off the weekly rate, which is what you save compared with paying every 4 weeks. Either way, your first subscription gets two weeks' worth of the plan price taken off the first bill, on top of the annual saving if you choose annual.
What is the founding member offer?
A one-off launch offer. Pay once and keep lifetime access to everything in Max, with no subscription and nothing more to pay. It closes Friday 28 August, 11:59pm AEST and does not come back.
Can I cancel anytime?
Yes. Cancel whenever you like and your plan stays active until the end of the period you have paid for, then drops to Free. No lock-in.
What happens when I switch plans?
Upgrades apply straight away and we prorate the difference. Downgrades and cancellations take effect at the end of your current period, and your data stays exactly where it is.
Do you offer refunds?
No. You keep access for the time you have paid for, and you can cancel future renewals anytime.
What happens if a payment fails?
We retry for 7 days. If it still fails we cancel the subscription and move your account to the Free plan. Nothing is deleted.