For advisors and CPAs
Calibrated Money is a budgeting app for individuals. If one of your clients uses it and chooses to share, you can see their monthly spending and income by category.
- What Calibrated Money isA budgeting and cash flow app for individuals. It reads the checking, savings and credit card accounts they connect. It never moves money and holds no investment accounts.
- Clients choose what to shareA client can choose to share their monthly totals by category, spending and income, for the last 12 months, and their email address. Never individual transactions, account numbers or notes. They can stop sharing at any time.
- Two-factor sign-inProfessional accounts need two-factor sign-in before any client's totals can be seen.
- Every professional is approvedThe owner of Calibrated Money approves every professional account by hand. Calibrated Money does not recommend professionals to its users or refer clients to them.
Request a professional account
We review every request and reply by email. We use these details only to check and set up your account.