Financial clarity for modern Australians
Plannr is a next-generation financial planning platform that helps you feel in control of your money through real-time insights, AI-driven automation, and goal-oriented planning.
- Unlimited
- Bank Connections
- Bank-Grade
- Data Security
- 90%
- Less Manual Entry
- 24hr
- Auto Sync
Built for how Australians actually manage money
We built Plannr because existing financial apps either over-simplified (just basic budgets) or over-complicated (spreadsheets on steroids). Australians deserve a financial tool that's as intelligent as they are.
With Open Banking integration, superannuation tracking, and Australian tax considerations built-in, Plannr understands the unique financial landscape of Australia.
Our Philosophy
We believe financial tools should empower you, not restrict you.
Complete Financial Picture
See everything in one place - bank accounts, investments, mortgages, super, and credit cards. Finally understand your full financial health at a glance.
AI-Driven Intelligence
Intelligent categorization, spending pattern analysis, and personalized recommendations powered by the latest AI. Say goodbye to manual data entry.
Goal-Oriented Planning
Set meaningful life goals and track progress automatically. Understand the real impact of financial decisions before you make them.
Privacy First
Bank-grade encryption, Australian data residency, and we never sell your data. Your financial information stays yours.
Everything you need to manage your finances
From daily spending to long-term investments, Plannr brings it all together.
Open Banking Integration
Connect unlimited bank accounts from any Australian institution with automatic daily sync via CDR-certified Open Banking.
Smart Categorization
AI categorizes transactions with 95%+ accuracy, recognizes merchants, and detects recurring payments automatically.
Flexible Budgeting
Weekly, monthly, quarterly, or yearly budgets with real-time tracking, threshold alerts, and historical comparisons.
Investment Tracking
Track stocks, ETFs, super, property, and crypto. See performance metrics, ROI, and manage multi-owner investments.
Tax Optimization
Tag tax-deductible expenses at the transaction level. Perfect for property investors and anyone maximizing returns.
Collaboration
Invite partners, family, or advisors with granular permissions. Manage finances together without the arguments.
Who is Plannr for?
Whether you're just starting out or managing complex investments, Plannr adapts to your financial journey.
Young Professionals
Saving for your first home, managing student debt, and building investments? Track it all with goal-based planning.
Property Investors
Track multiple properties, mortgage repayments, rental income, and maximize tax deductions at every transaction.
Couples & Families
Manage joint finances, plan for education, and budget together. No more money arguments with shared visibility.
Small Business Owners
Separate business and personal finances, track cash flow, and prepare for tax time with organized records.
Your data stays yours
We understand that trusting an app with your financial data is a big decision. That's why security and privacy are built into everything we do.
Open Banking uses the same secure OAuth technology as your online banking. We can only read your data - we can never move money or make changes to your accounts.
Our business model is subscription-based, not data monetization. We make money from providing you value, not from selling your information.
Ready to take control of your finances?
We're currently in invite-only beta. Request early access and be among the first to experience smarter financial planning.