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Connected stack

Northwind Capital

01

See cash flow, tax, investments, and retirement in one place with Excel files built for UK plans.

02

Northwind Capital

03

Vertex Finance

04

Orion Partners

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Northwind Capital

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Vertex Finance

Stainless tray, gauze rolls and polished forceps on pale stone with cool haze.

Orion Partners

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Cedar House

Fine-dining bowl, linen roll, and steel cover on dark stone with warm steam

Apex Ledger

Macro still life of machined bearings, knurled coupling and graphite parts tray on brushed steel

Bluehaven Group

What you can build

Everything you need, in one place

See income gaps, pension timing, and later-life cash needs in one clear view.

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Retirement Forecasts

See income gaps, pension timing, and later-life cash needs in one clear view.

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Investment Tracking

Watch holdings, returns, and drift across accounts without messy tabs.

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Cash Flow Models

Map pay, bills, tax, and big spends month by month.

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Net Worth Dashboards

See home, savings, debt, and business value in one number.

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Tax Planning Sheets

Plan income tax, gains, and pension moves with UK notes.

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Scenario Analysis

Compare what-if changes before you change your plan.

Built for every role

Made for the way modern teams work

Track savings, pension, and home equity with a simple plan you can check each month.

01

Retirement Forecasts

See income gaps, pension timing, and later-life cash needs in one clear view.

02

Investment Tracking

Watch holdings, returns, and drift across accounts without messy tabs.

03

Cash Flow Models

Map pay, bills, tax, and big spends month by month.

04

Net Worth Dashboards

See home, savings, debt, and business value in one number.

House key, coin roll, pension envelopes and leather fob on pale stone, seen through glass edge.

Use case 01

For UK Individuals

Track savings, pension, and home equity with a simple plan you can check each month.

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Use case 02

For Families

See shared cash flow, school costs, and joint goals in one workbook.

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Use case 03

For Business Owners

Mix owner pay, tax, and company cash so you can plan draws with less noise.

250+

UK plans built

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250+

UK plans built

12

forecast years

98%

cash gaps flagged

5 min

to update inputs

Simple, transparent pricing

Pick the plan that scales with you

Starter net worth view Budget plan sheet One retirement forecast Simple investment log One scenario test

forever free

Free

£0

Starter net worth view

Budget plan sheet

One retirement forecast

Simple investment log

Most popularPopular

Pro

£45

Full net worth dashboard

Monthly cash flow model

UK tax planning sheet

Three scenario tests

per firm / mo

Business

£119

Multi-account money dashboard

Joint or company views

Advanced tax sheets

Four scenario packs

Proof

Trusted by leaders, loved by ICs

Verified

“Cash flow, tax, and retirement now sit in one sheet”

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Sophie Grant

Finance Director @ Bracken Group

Verified

“I can test changes fast before I move money”

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Daniel Iqbal

Owner @ Northbank Traders

Verified

“The budget and net worth pages make review day simple”

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Mia Harrison

Head of Ops @ Alder Row

Integrations

Slack

See cash flow, tax, investments, and retirement in one place with Excel files built for UK plans.

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Slack

Slack

See cash flow, tax, investments, and retirement in one place with Excel files built for UK plans.

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Notion

Notion

See cash flow, tax, investments, and retirement in one place with Excel files built for UK plans.

Macro of interlocking metal gears and pins on concrete with a subtle emerald accent
Jira

Jira

See cash flow, tax, investments, and retirement in one place with Excel files built for UK plans.

Frosted acrylic tiles and metal clips snapped into a diagonal row on brushed steel.
Figma

Figma

See cash flow, tax, investments, and retirement in one place with Excel files built for UK plans.

The Map

The Map

The Map

Journal

Latest from the team

Questions

Frequently asked

Quick answers before visitors choose a product, service, or next step.

01Do you offer a free trial of Excelwealth.Co?+

Yes — every plan starts with a 14-day free trial. No credit card required. We will email you 3 days before the trial ends.

02How does pricing work as my team grows?+

Plans scale by seat. You can add or remove seats any time and we prorate the next invoice automatically. Annual plans get a 20% discount on every seat.

03Which integrations do you support out of the box?+

Slack, GitHub, Linear, Jira, Notion, Google Workspace, Microsoft 365, and Zapier are all native. Anything else is one webhook away — see our API docs.

04Is my data safe? What about compliance?+

We are SOC 2 Type II certified, GDPR-compliant, and host data in encrypted-at-rest regions of your choice. Customer data is never used for AI training.

05Can I migrate from another tool?+

Yes — we offer free white-glove migration on Pro and Enterprise plans. Most teams are fully migrated in under a week.

06How do I cancel?+

Self-serve from your billing settings, any time. We do not lock you in — your data export is one click away.

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New features, integrations, and best practices from the Excelwealth.Co team. Once a month, no fluff.