Simple, honest pricing.
No tiers for the sake of tiers.
Drop in PDF statements, get categorized transactions. Cancel anytime.
Free
Try Sortlumo with a few statements per month.
- 3 statement parses per month
- 1 account
- Auto-categorization
- Excel export
Personal
Best valueFor everyday personal finance.
- 30 statement parses per month
- Up to 5 accounts
- Auto-categorization
- Subscription detection
- Month-over-month trends & insights
- Anomaly alerts & cash-flow forecast
- Excel export
- Email support
Pro
Best valueFor households and power users.
- Unlimited statement parses
- Unlimited accounts
- Auto-categorization
- Subscription detection
- Month-over-month trends & insights
- Anomaly alerts & cash-flow forecast
- Subscription audit (price hikes & overlaps)
- Excel export
- Priority support
- Early access to new features
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Questions, answered.
No, and we never will. Sortlumo only parses bank statement PDFs that you upload. We never ask for your banking credentials or your account routing numbers.
Any bank that issues a text-based PDF statement — which is nearly all of them. We parse the text directly, so issuers like Chase, Wells Fargo, Bank of America, Capital One, AmEx, Discover, and most credit unions work out of the box.
Yes. Cancel from your account settings in two clicks. You keep access until the end of your billing period.
Parsing pauses until the next billing cycle, or until you upgrade. Already-parsed statements stay accessible.
No. Statements are stored only in your account. We don't sell, share, or analyze your spending data with third parties. Categorization runs server-side and the results are saved to your account only.
Yes — every plan includes Excel export. Download all your categorized transactions as .xlsx whenever you want.