Help your aging parents with their finances while protecting their independence. Securely collaborate with your family on daily tasks and long-term planning, giving you more time for what matters most.
Get a clear picture of your family's finances with automatic updates and seamless tracking.
Connect to over 12,000 financial institutions automatically or add accounts manually.
Organize your parents' support network in one secure, easily accessible place.
Manage essential contact information for doctors, lawyers, and financial advisors.
Safely upload and store wills, medical directives, financial records, and passwords.
Each item is encrypted with a unique key, providing an extra layer of security and privacy.
Stay on top of your parents' finances with checklists that utilize the information in your workspace.
Create custom checklists or choose from our template library to stay organized and on track.
Your information is kept private and secure behind two verification steps.
Access your workspace with your phone and email or with a passkey.
Invite family members, advisors, and caregivers to your workspace. Set custom access levels to share what's needed while maintaining privacy.
Connect bank accounts, store documents, and manage contacts in one central location. Access what you need, when you need it.
Review transactions and track spending patterns across accounts. Spot concerning changes early and know exactly what needs attention.
Taking small steps now builds a foundation of trust and open communication within your family. Setup your family’s secure workspace in 10 minutes!
Create your family’s secure digital workspace in few minutes. Set permission levels for family members as you send invites, with the flexibility to adjust access later.
Add bank accounts, investments, and credit cards using our automated flow. If you can’t connect your institution, you can manually add information.
Set up your first financial review using our pre-built checklist. Choose a convenient time for a comprehensive look at account changes and notable transactions.
Sabal workspace evolves with your family’s needs. Modify checklists, update account information, and adjust permissions as circumstances change.
We protect your family's sensitive information using the same encryption and security measures used by financial institutions and recommended by government security experts.
Try Sabal free for 14 days. No credit card required. We'll take 20% off your first year on the annual plan when you use code WELCOME at checkout.
USD / month
Billed annually at $149.
First year billed at $119.20 with code WELCOME.
USD / month
Billed monthly
Monthly plan not eligible for WELCOME credit
We use multiple layers of protection, including AES-256 encryption for stored data and TLS 1.2+ protocols for data in transit. All workspace access requires two factors of authentication and we use isolated data storage to keep your information private and secure.
Sabal runs a Vulnerability Disclosure Program that defines how security professionals can contact Sabal in the event they find an issue and how Sabal will respond.
No. When connecting to your institutions, we receive limited, view-only access to the accounts you choose. Neither Sabal nor our partners can move money or see full account numbers.
No, Sabal never stores your sign-in information for financial institutions.
When you connect an account, we use secure, industry-standard practices to establish a read-only connection. Your credentials are transmitted securely to the institution but are not stored by Sabal or our connection partners. This way, we can provide up-to-date information about your accounts without compromising your security or privacy.
Learn more about how Plaid handes your financial data on their website.
No, not necessarily. Workspace permissions are customizable, giving you full control over what each person can see and do:
For example, you might give your parents full view of all connected accounts, while limiting a helper or sibling to see only certain accounts or summaries. This approach allows you to provide transparency to your care team while respecting your parents’ privacy. You can gradually expand access as needed, ensuring your parents remain comfortable with who sees their financial information. The goal is to foster collaboration and support while giving your parents control over their financial privacy.
Each institution updates at a different rate, but we’ll process every update we’re provided. Most connected accounts update daily, with some updating four times a day.
Manual accounts are updated as often as you’d like.
Yes. Our Financial Check-In feature highlights important changes and unusual activity, making it easier to catch potential issues quickly.
We do not support alerts at this time.
Don’t worry about limits - Sabal is designed to grow with your family’s needs:
Accounts: Add as many as you like. Your parents’ checking and savings, Dad’s retirement account, Mom’s investments, the mortgage - you can connect them all. This way, you’ll have a clear picture of your family’s overall financial health in one place.
Family and helpers: Invite whoever needs to be in the loop. This could be your siblings, your parents themselves, or a trusted family friend who helps out. There’s no cap on how many people you can add.
As things change - maybe you discover an old account or a cousin offers to help - you can easily add more accounts or invite more family members.
I'm Allen, the founder of Sabal Finance. I built Sabal to help my family planning for the future and support our older family members.
Financial caregiving is about more than just managing money — it's about preserving family relationships while making hard decisions.
My goal is to provide families with the tools and space needed confidently navigate the golden years together.
With you every step of the way,
Allen Sanford
Set up a 30-minute call with Allen to discuss your caregiving experience and learn about Sabal.
Send us an email with any questions you have about Sabal, content you'd like to see, or just to say "Hello!"