Origin
Origin is a comprehensive financial wellness platform that provides employees with automated money management tools, professional financial planning, and integrated equity tracking to improve their overall financial health.
Tiller
Tiller is a personal finance software that automatically syncs your daily spending, income, and balances into Google Sheets and Microsoft Excel to help you take full control of your money.
Quick Comparison
| Feature | Origin | Tiller |
|---|---|---|
| Website | originfinancial.com | tillermoney.com |
| Pricing Model | Custom | Subscription |
| Starting Price | Custom Pricing | $6.58/month |
| FREE Trial | ✘ No free trial | ✓ 30 days free trial |
| Free Plan | ✘ No free plan | ✘ No free plan |
| Product Demo | ✓ Request demo here | ✘ No product demo |
| Deployment | ||
| Integrations | ||
| Target Users | ||
| Target Industries | ||
| Customer Count | 0 | 0 |
| Founded Year | 2018 | 2015 |
| Headquarters | San Francisco, USA | Seattle, USA |
Overview
Origin
Origin is a comprehensive financial wellness platform designed to help you take full control of your money through your employer. Instead of juggling multiple bank apps and spreadsheets, you get a single dashboard that integrates your bank accounts, investments, and workplace benefits. You can track your net worth in real-time, manage your spending, and create automated budgets that actually stick.
The platform connects you directly with Certified Financial Planners for unlimited 1-on-1 coaching sessions to help you navigate complex decisions like buying a home or managing debt. It also simplifies your taxes by providing filing tools and expert guidance. By integrating your salary and equity data, Origin helps you understand the true value of your total compensation package while providing the tools to grow your wealth over time.
Tiller
Tiller gives you the flexibility of a spreadsheet with the automation of a modern financial app. Instead of manually entering every coffee or bill payment, you can automatically sync your bank transactions and balances directly into Google Sheets or Microsoft Excel. This approach lets you build a completely custom budget, track your net worth, or analyze your spending habits without the rigid constraints of traditional banking apps.
You can choose from a variety of pre-built templates or design your own unique financial dashboard from scratch. Because your data lives in your own private spreadsheet, you maintain full ownership and privacy while using powerful sorting and filtering tools. It is a hands-on solution for people who want to see exactly where their money goes and manage their financial future with total precision.
Overview
Origin Features
- Financial Planner Access Book unlimited 1-on-1 video sessions with Certified Financial Planners to build a personalized roadmap for your money goals.
- Equity Management Track your stock options and restricted stock units in real-time to understand your total compensation and tax implications.
- Automated Budgeting Connect your bank accounts to automatically categorize spending and monitor your cash flow without manual data entry.
- Tax Filing & Strategy File your state and federal taxes directly through the platform and get expert advice on optimizing your tax returns.
- Estate Planning Create essential legal documents like wills and trusts within the app to protect your assets and your family's future.
- Net Worth Tracking Monitor your entire financial life in one view by linking external accounts, loans, and retirement funds for total visibility.
Tiller Features
- Automated Data Feeds. Connect your bank accounts to automatically sync transactions and balances into your spreadsheets every day.
- Foundation Template. Start immediately with a comprehensive template that includes monthly budgets, yearly trackers, and net worth dashboards.
- Auto-Categorization. Create custom rules to automatically categorize your spending so your budget stays organized without manual effort.
- Daily Email Digests. Stay on top of your finances with a daily summary of your latest transactions and account balances sent to your inbox.
- Multi-Platform Support. Manage your money wherever you feel most comfortable, whether you prefer Google Sheets or Microsoft Excel.
- Privacy-First Security. Protect your financial data with bank-grade encryption and the knowledge that Tiller never sees your login credentials.
Pricing Comparison
Origin Pricing
Tiller Pricing
- Automated bank feeds
- Google Sheets & Excel support
- Unlimited spreadsheets
- Customizable templates
- Daily email alerts
- Helpful community support
- Full access to all features
- Connect unlimited accounts
- Try all available templates
- Automated data syncing
- No commitment required
Pros & Cons
Origin
Pros
- Unlimited access to certified financial experts
- Consolidated view of all financial accounts
- Easy tracking of complex equity packages
- User-friendly interface for non-financial experts
- Comprehensive tax filing included at no cost
Cons
- Only available through participating employer plans
- Investment management features are relatively basic
- Initial account syncing can occasionally disconnect
Tiller
Pros
- Ultimate flexibility to build your own custom budget
- No advertisements or unwanted financial product pitches
- Reliable automated syncing saves hours of manual entry
- Excellent customer support and active user community
- Supports both Google Sheets and Microsoft Excel
Cons
- Requires basic knowledge of how spreadsheets work
- No native mobile app for on-the-go tracking
- Initial setup can take time for complex budgets