Human Driven, AI Enhanced

Simple, transparent pricing

Start free. Upgrade when you need more.

Fidelis Ledger is your AI-powered financial command center — connecting your accounts, tracking your net worth, monitoring your IRS standing, and giving you a financial advisor in your pocket.

Free

$0/month

Get organized

Track your finances manually and get a clear picture of where you stand.

  • Up to 3 accounts (manual entry)
  • Budget envelopes and goal tracking
  • Basic net worth snapshot
  • Limited AiMe questions (5/month)
  • IRS Watch — +$5/mo add-on
Start Free
Most Popular

Clarity

$49/month

Get clear

Connect your accounts, see your full financial picture, and start asking smarter questions.

  • Everything in Free
  • Up to 10 connected accounts (Plaid sync)
  • Net worth dashboard and portfolio view
  • 50 AiMe questions per month
  • Document Q&A (limited)
  • 10-document secure vault
  • IRS Watch — +$5/mo add-on
Get Clarity

Intelligence

$89/month

Get ahead

Full AI financial advisor access — tax strategy, wealth planning, IRS monitoring, and a team in your corner.

  • Everything in Clarity
  • Unlimited connected accounts
  • High-volume AiMe (1M tokens/mo) + full tax strategy
  • Financial plan generation
  • Unlimited document vault
  • Advanced tax planning tools
  • Quarterly advisor review
  • IRS Watch included
Get Intelligence
Add-on

IRS Watch — real-time IRS account monitoring

Fidelis monitors your IRS account on your behalf and alerts you the moment anything changes — new notices, balance updates, transcript activity, or power of attorney filings. Most people find out about IRS issues weeks or months later by mail. IRS Watch will tell you the same day a change posts to your account.

Free & Clarity
$5/month add-on
Add IRS Watch
Included with Intelligence

For Businesses and Firms

Purpose-built plans for growing businesses and accounting firms.

Ledger Lite

$29/month

The bookkeeping app for business owners who never want to do bookkeeping. Connect your bank, PayPal, and payment accounts. Your books stay updated automatically.

Learn More

Ledger Pro

$29/client/month

The force multiplier for bookkeeping firms. Automate repetitive work, accelerate reviews, and increase profitability across every client engagement.

Learn More

Financial tools powered by Fidelis Solutions Group, LLC. Fidelis Solutions Group, LLC is not a registered investment adviser, bank, or lender; lending is arranged through Fidelis Advisory Services, LLC. All financial guidance is educational only.