BrightPlan vs Capsule

Take control of your finances with BrightPlan for personalized financial guidance, smarter decision-making, and a plan tailored to your unique goals. As an employer-provided benefit, BrightPlan helps you make confident financial decisions, reduce financial stress, and get more value from the benefits available to you. BrightPlan’s offerings may vary by country and employer. Learn: BrightPlan Academy delivers personalized educational resources, including articles and live/on-demand sessions, tailored to your financial needs. Get relevant guidance that helps you take action—without product sales or commissions. Plan: You're not alone. BrightPlan’s AI-powered Financial Wellness Coach™ provides personalized, 24/7 guidance to help you make informed financial planning decisions, stay on track with your goals, and take meaningful action with confidence. Manage: Get a complete view of your financial life in one place. Track your budget, monitor spending, organize your accounts, and stay connected to your financial goals with personalized insights. Invest: BrightPlan provides goals-based investment guidance tailored to your personal risk tolerance, timeline, and financial objectives to help you make informed investment decisions. Secure: Your privacy comes first. BrightPlan keeps your financial information private and secure—it is never shared with your employer, sold to third parties, or used for marketing. We follow industry best practices and maintain rigorous security certifications to protect your data. Fiduciary Excellence: BrightPlan is a registered investment adviser and is legally required to act in your best interests. Disclaimers: BrightPlan LLC is an SEC registered investment adviser that may offer investment advice to U.S. residents. Registration does not imply a certain level of skill or training nor does it imply endorsement by the SEC. BrightPlan is neither registered with any international agency to provide, nor does it provide, any investment advice to non-U.S. residents. By using this application, you accept our Terms of Service (https://www.brightplan.com/terms-of-service), Privacy Notice (https://www.brightplan.com/privacy-policy) and, in the United States, Investment Advisory Agreement (https://www.brightplan.com/investment-advisory-agreement). © 2026 BrightPlan LLC

The expense tracker that works as fast as you do. No manual entry. No lost receipts. No tax-time panic. Just snap a photo and AI handles the rest; merchant, total, category, and every line item, all organized automatically in the ledger for ease of review. NO MORE MANUAL DATA ENTRY Open. Snap. Done. Capsule: AI Expense Tracker extracts every detail from any receipt the moment you capture it. No typing, no spreadsheets, no forgotten expenses at the bottom of your bag. BUILT FOR FREELANCERS, FOUNDERS & ROAD WARRIORS Track receipts, log mileage, and export professional reports all in one place. Everything you need to close out tax season in minutes, not days. GOOGLE MAPS MILEAGE TRACKING Log business trips with real road routes and auto-calculated IRS deductions. Never leave a mileage deduction on the table again. STAY ORGANIZED ALL YEAR Group expenses by client, project, or trip. Filter, search, and export your full history as PDF, CSV, or XML — with an AI-written summary included. SECURE & PRIVATE Face ID protection. Encrypted cloud storage. Full account deletion on request. Your financial data stays yours — always. PRO MEMBERSHIP — $2.99/MONTH Unlimited captures, mileage tracking, AI summaries, dark mode, custom modules, and priority exports. Or save 44% with an annual plan. Open. Snap. Done. Download Capsule: AI Expense Tracker and never manually log an expense again. Terms of Use: https://docs.google.com/document/d/1iBTj1dKVZTQtgK1eMzZ8XhYysOyl8ygTK-IFritxdpk/edit?tab=t.0 Privacy Policy: https://docs.google.com/document/d/1eSRiKgPVYQw3a4vnDYEn6-lM9x3zZrc02g2ygppP2KE/edit?tab=t.0