SoFi
9.0#1 in personal finance softwareFree planFree planAndroidiOSWebmacOS
VisitSoFi vs SortMe
What both publish
| Fact | SoFi | SortMe |
|---|---|---|
| Account sync | both | both |
| Bill tracking | Yes | Yes |
| Budgeting tools | Yes | Yes |
| Free plan | Yes | No |
| Headquarters | San Francisco, California, United States | Auckland, New Zealand |
| Integrations | SoFi Relay can connect external accounts, and SoFi banking supports transfers to payment apps and friends or businesses. | Bank connections run through Akahu and include major New Zealand banks; the maker also lists KiwiSaver, Sharesies, Kernel, Wise and CSV imports. |
| Mobile apps | both | both |
| Net-worth tracking | Yes | Yes |
| Report export | Yes | Yes |
| Support | SoFi lists phone, email, live chat, and social-media support channels, with U.S. customer support at 855-456-7634. | Boost includes one and Pro includes two free 30-minute SortMe consultations. |
SoFi plans
- SoFi Coach / RelayPriced on request
- SoFi Coach / Relay—
- SoFi Checking and SavingsFree
- SoFi Plus$10 a month
- SoFi CoachFree
SortMe plans
- Boost$29 a month
- Pro$49 a month
- 7-day trial1 NZD, paid once
- Boost99 NZD a year
- Boost149 NZD, paid once
- Pro299 NZD a year
Pick SoFi if…
SoFi suits people looking for banking, investing, and financial tracking tools in one platform. SoFi Coach is available at no charge to members who use its banking, borrowing, or investing services.
Pick SortMe if…
You want what its maker publishes above — check its page for the details.