For family offices
Subscription tracking built for family offices
A family office carries an unusually broad recurring footprint: market-data feeds, cloud and software tools, remote-access licenses for a distributed team, insurance, utilities across several countries, and the principals' personal subscriptions. It rarely lives anywhere central, and it almost never lives anywhere private enough.
Subvisory gives you one clean, role-controlled ledger for all of it, across every currency, with no bank connection required.
Why recurring spend is hard for a family office
Spread across entities, cards, and countries
Charges land on different cards, under different entities, in different currencies. No single statement tells the whole story, so nobody can quote a real total.
Business and personal are mixed together
The office often manages both the firm's tools and the principals' personal subscriptions, and mixing them makes every report ambiguous.
Large annual renewals arrive unannounced
Insurance, enterprise licenses, and data feeds renew on their own schedule. Without visibility, a five-figure charge shows up with no decision behind it.
Privacy is non-negotiable
Connecting a third-party app to family accounts is simply not an option, which rules out most consumer trackers on day one.
How Subvisory fits
Separate workspaces, one method
Keep the firm's subscriptions and the principals' personal subscriptions in their own workspaces so totals stay clean, while tracking both the same way.
One reporting currency over many billing currencies
Record each subscription in the currency it is billed in, then see every total converted into the one currency you report in, using regularly updated rates.
Roles and a full audit trail
Owner, admin, member, and viewer roles let the office administer the ledger while advisors or principals get view-only access. An activity log records who changed what.
Renewal reminders
Every large annual charge becomes a decision instead of a surprise, with notifications before the payment hits.
No bank connection, ever
Everything is entered manually. No account access is granted to anyone, which is the whole point for a family office.
Everything a team needs, from $25/month
The Business plan includes shared workspaces, roles, an activity log, CSV import and export, and multi-currency totals. Start free and upgrade when you are ready.
Get Started FreeFrequently asked questions
Does Subvisory connect to our bank or brokerage?
No. Subvisory never connects to any financial account. You enter subscriptions manually, so no third party ever gets access to family accounts.
Can we keep the firm's and the principals' subscriptions separate?
Yes. The Business plan supports separate team workspaces, so firm and personal ledgers stay distinct with their own totals and their own access controls.
Can it handle subscriptions billed in different currencies?
Yes. Each subscription keeps its own billing currency and rolls up into a single reporting currency you choose, using regularly refreshed exchange rates.
Who can see and edit the ledger?
You control access with owner, admin, member, and viewer roles, and every change is captured in an activity log for accountability.
Related reading
Subscription Tracking for Family Offices and Lean Finance Teams
Family offices track an unusual mix of recurring spend across many currencies, accounts, and cards. Learn how to bring it into one private system of record with no bank connection.
How to Track Subscriptions in Multiple Currencies
If your subscriptions are billed in more than one currency, a single monthly total is hard to get right. Learn how to track recurring spend cleanly across every currency you pay in.
Privacy-First Subscription Tracking: Why It Matters
Most subscription trackers want access to your bank account. Subvisory takes a different approach. Learn why privacy-first tracking is safer and just as effective.