The financial wellness benefit your team will actually use.
Boss Finances for Teams gives every employee a private AI money coach — backed by the Six Pillars curriculum and outcomes you can measure.
Built for the way modern teams work.
Self-serve for employees. Insightful for admins. Private by design.
Whole-team access
Every employee gets a personal AI money coach, the Six Pillars curriculum, and private coaching workflows.
Measurable outcomes
Aggregate, anonymized progress dashboards show financial confidence, savings rates, and debt paydown across your org.
Privacy-first
Employees own their data. Admins see trends, never individual finances. SOC 2 controls, encryption everywhere.
Branded experience
Co-branded coach, custom onboarding, and optional integrations with your HRIS and payroll providers.
Outcomes leadership can point to.
Financial stress costs U.S. employers an estimated $40B+ a year in lost productivity. Boss Finances helps you take a measurable bite out of that number.
- Reduce financial stress, the #1 driver of workplace distraction
- Boost retention with a benefit employees actually use
- Support DEI goals with equitable access to financial coaching
- Replace fragmented EAP tools with one cohesive platform
- Onboard in under a week — no integration required
Simple per-seat pricing.
Billed annually. Volume discounts available for larger orgs.
Starter
10–50 seats
- Full Boss Money AI access
- Six Pillars curriculum
- Admin dashboard
- Email support
Growth
Popular50–500 seats
- Everything in Starter
- SSO + SCIM
- Custom onboarding
- Dedicated success manager
Enterprise
500+ seats
- Everything in Growth
- Co-branded experience
- HRIS integrations
- SOC 2 reports + DPA
Ready to roll it out?
Book a 20-minute walkthrough. We'll show you the admin dashboard, the employee experience, and a custom rollout plan.