SavingsBox Pro
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About this app
Founding members get Pro Premium free for 90 days — first 100 professionals only, no card required.
SavingsBoxPro is a professional platform for financial professionals to connect with consumers who need their expertise, manage their client relationships, book sessions, and get paid — all in one place.
Built for CPAs, financial advisors, loan originators, financial coaches, credit counselors, attorneys, and other qualified financial professionals.
CONNECT WITH PEOPLE WHO NEED YOUR EXPERTISE:
SavingsBox connects consumers working on real financial goals with professionals who can help. Build your professional profile, make your expertise discoverable, and connect with consumers looking for trusted financial guidance.
MANAGE YOUR PRACTICE:
See today's appointments at a glance, track client history, and share or receive a client's Personal Financial Summary before a session — always with the client's explicit consent.
SavingsBoxPro gives you the context you need to make your client conversations more productive without requiring clients to start from scratch.
GET PAID:
Accept paid sessions and receive payouts through Stripe Connect directly to your connected bank account. See what's paid, what's pending, and manage your payouts from the app.
BUILT AROUND TRUST:
Professionals are manually reviewed before being allowed to accept bookings, with applicable license and registration checks — including NMLS, FINRA BrokerCheck, state bar records, and more — as part of that review.
Clients who book through SavingsBox are identity-verified through Stripe Identity and subject to applicable sanctions and risk screening as part of our booking and safety controls.
YOUR SECURITY, YOUR CHOICE:
Protect your account with optional Face ID / Touch ID app lock and two-factor authentication. Security features are user-controlled.
WORK WITH BETTER CLIENT CONTEXT:
When a consumer chooses to share their Personal Financial Summary, you can see relevant financial information before a session — with explicit consent — so you can spend less time gathering basic information and more time helping the client.
PRICING:
- Basic — $5/month
- Up to 10 bookings per month
- Client management
- Personal Financial Summary sharing
- Stripe Connect payouts
- Premium — $12/month
- Unlimited bookings
- Priority support
- AI-assisted professional profile tools
- AI-assisted session preparation
FOUNDING MEMBER OFFER:
Join SavingsBoxPro as a founding member and get Pro Premium free for your first 90 days.
Limited to the first 100 professionals. No card required.
SavingsBoxPro is a professional platform for financial professionals to connect with consumers who need their expertise, manage their client relationships, book sessions, and get paid — all in one place.
Built for CPAs, financial advisors, loan originators, financial coaches, credit counselors, attorneys, and other qualified financial professionals.
CONNECT WITH PEOPLE WHO NEED YOUR EXPERTISE:
SavingsBox connects consumers working on real financial goals with professionals who can help. Build your professional profile, make your expertise discoverable, and connect with consumers looking for trusted financial guidance.
MANAGE YOUR PRACTICE:
See today's appointments at a glance, track client history, and share or receive a client's Personal Financial Summary before a session — always with the client's explicit consent.
SavingsBoxPro gives you the context you need to make your client conversations more productive without requiring clients to start from scratch.
GET PAID:
Accept paid sessions and receive payouts through Stripe Connect directly to your connected bank account. See what's paid, what's pending, and manage your payouts from the app.
BUILT AROUND TRUST:
Professionals are manually reviewed before being allowed to accept bookings, with applicable license and registration checks — including NMLS, FINRA BrokerCheck, state bar records, and more — as part of that review.
Clients who book through SavingsBox are identity-verified through Stripe Identity and subject to applicable sanctions and risk screening as part of our booking and safety controls.
YOUR SECURITY, YOUR CHOICE:
Protect your account with optional Face ID / Touch ID app lock and two-factor authentication. Security features are user-controlled.
WORK WITH BETTER CLIENT CONTEXT:
When a consumer chooses to share their Personal Financial Summary, you can see relevant financial information before a session — with explicit consent — so you can spend less time gathering basic information and more time helping the client.
PRICING:
- Basic — $5/month
- Up to 10 bookings per month
- Client management
- Personal Financial Summary sharing
- Stripe Connect payouts
- Premium — $12/month
- Unlimited bookings
- Priority support
- AI-assisted professional profile tools
- AI-assisted session preparation
FOUNDING MEMBER OFFER:
Join SavingsBoxPro as a founding member and get Pro Premium free for your first 90 days.
Limited to the first 100 professionals. No card required.
Connect with clients, manage your practice, and get paid — all in one place.
Updated on
Safety starts with understanding how developers collect and share your data. Data privacy and security practices may vary based on your use, region, and age. The developer provided this information and may update it over time.
- No data shared with third partiesLearn more about how developers declare sharing
- This app may collect these data typesLocation, Personal info and 6 others
- Data is encrypted in transit
- You can request that data be deleted
What’s new
- New branded splash screen when you open the app
- Fixed an issue refreshing your subscription status
- More reliable handling of links that open outside the app
- Fixed an issue refreshing your subscription status
- More reliable handling of links that open outside the app
App support
About the developer
The Savingsbox Incorporated
hello@thesavingsbox.com
338 Merion Dr
Commercial Point, OH 43116-0090
United States
+1 614-816-9291