Mezzi

Name: Mezzi — Agent-Ready Pricing Assessment
Brand: Mezzi

Not Agent-Ready Yet

Agent-Ready SaaS Index · mezzi.com · scored 2026-05-09 · rubric v2.0

Score 40 / 100

Personal Finance

Mezzi scores 40/100 on xpay's Agent-Ready Index v2: partial pricing visibility; self-serve checkout is available.

See Mezzi pricing summary Live pricing page

Pricing

Mezzi pricing

As of 2026-05-09 · www.mezzi.com/pricing

Billed twice a year only — no monthly option

Core

$24.92/mo

billed annually

Unlimited AI chat with your wealth team

24/7 monitoring and proactive insights

X‑ray to uncover hidden risk

Tax optimization

Returns analysis across all accounts

Plus

$41.58/mo

billed annually

Everything in Core

Advanced AI for complex scenario analysis, planning and research

Deep thinking AI models

Custom AI alerts and analysis (Beta)

Early access to new Mezzi features

White Glove

$124.92/mo

billed annually

All Plus features

Hands‑on AI coaching by video call

Unlimited support calls with our team

Score breakdown · rubric v2.0

How Mezzi scores on the agent-ready dimensions

Public pricing visibility

13 / 15

Self-serve checkout

15 / 15

Public API + docs

0 / 20

Usage-based / metered pricing

0 / 20

Free entry path

0 / 7

No sales call required

7 / 7

Card / wallet / x402 payment

5 / 6

Machine-readable bonus (MCP / OpenAPI)

0 / 10

Total

40 / 100

Effective pricing

What it actually costs at typical scale

1 user, Core annual plan

$24.92/mo

· Annual billing at $299 per year· No additional usage fees

Confidence: high

Agent purchase verdict

Can an autonomous agent transact here?

Agent-ready

LLM score: 60/100

Can create account

Yes

Can enter payment method

Yes

Can upgrade plan

Yes

Can buy more usage

Can cancel online

Yes

Payment methods

card

Human approval recommended

Pricing transparency

full

Purchase motion

self_serve

Demo required

Quote required

Annual commit required

Yes

Auto-renewal mentioned

Cancellation policy visible

Refund policy visible

Yes

Minimum commit

$179

Minimum term

6 months

Invoice payment available

Purchase orders supported

MSA required

Unknown

DPA available

Security review required

Trial

Available

Annual discount

16.5% off

Enterprise signals

Trust & compliance

SSO / SAML

Unknown

RBAC

Unknown

Audit logs

Unknown

Data residency

Competitive intel

Positioning & ecosystem

Headline

“Mezzi works 24/7 to build your wealth.”

Buyer persona

smb

mid market

Replaces / compared against

financial advisor

Value claims

save $10,000 in advisor, fund, and tax savings

Agent purchase simulation

Six-step check: can an agent actually buy from Mezzi?

✓

Discover price

✓

Select a plan

✗

Pay per task

✓

Avoid a sales call

✗

API docs without auth

✗

Estimate cost upfront

Analysis

Pros and cons for AI agents

Observational summary written by xpay from the signals captured on 2026-05-06. Not a review of the product — only of its current pricing posture for agent buyers.

✓ For an AI agent

Pricing is publicly visible on an indexable page — agents can read tiers without scraping past auth.

Every advertised tier is self-serve; no tier requires scheduling a call.

◐ Opportunities for the provider

No per-unit price was advertised, so an agent has no way to estimate the cost of a single task.

API documentation is gated or absent; an agent cannot inspect the integration surface without authentication.

No /.well-known/ai-pricing.json or equivalent machine-readable pricing manifest is published — agents must rely on HTML scraping.

One-line fix

How Mezzi could lift its score

Add a per-unit price (e.g. $X / 1K calls) to the pricing page so an agent can compute its own cost before committing.

pricing_visible	true
headline_phrasing	Mezzi works 24/7 to build your wealth. — Get started in minutes—not weeks of meetings and save $10,000 in advisor, fund, and tax savings.* We offer full refunds for any reason you are not satisfied.
tier_count	2
lowest_paid_entry_usd	null
free_tier	false
free_tier_terms	null
per_unit_price	null
annual_required	false
self_serve_paid_tiers	0
sales_only_tiers	0
public_api_docs_url	null
api_docs_auth_walled	null
ai_pricing_json_present	false
agents_txt_present	false
anonymous_purchase_path	false
per_unit_classification	null
usage_headline_present	false
custom_tier_present	false
agent_friendly	{"ai_pricing_json":false,"agents_txt":false,"llms_txt":false,"sitemap_xml":true,"mcp_server_card":false,"agent_skills_index":false,"x402_supported":false}

View raw extracted page text →

Page heading: Mezzi works 24/7 to build your wealth.

CTAs (25): As heard on Bloomberg · Exposure X-ray · Tax Optimization · Security · Membership · Company · Log in · Sign Up · Semi-Annual · Annual · Start membership · Tax optimization

Price tokens (8): $10 · $179 per · $299 per · $899 per · $299 per yearCore Features · $499 per yearEverything in · $1 · $1

As heard on Bloombergproduct+Exposure X-rayTax OptimizationSecurityMembershipCompanyproduct+Exposure X-rayTax OptimizationSecurityMembershipCompanyLog inSign UpSign UpMezzi works 24/7 to build your wealth.Get started in minutes—not weeks of meetings and save $10,000 in advisor, fund, and tax savings.* We offer full refunds for any reason you are not satisfied.Semi-AnnualAnnualCore$179 per 6 monthsCore Features:Unlimited AI chat with your wealth team24/7 monitoring and proactive insightsX-ray to uncover hidden riskTax optimizationReturns analysis across all accountsStart membershipPlusMost Popular$299 per 6 monthsEverything in Core, and:Advanced AI for complex scenario analysis, planning and researchDeep thinking AI modelsCustom AI alerts and analysis (Beta)Early access to new Mezzi featuresConcierge access: video, phone, and emailStart membershipWhite Glove$899 per 6 monthsAll Plus features, plus:Hands-on AI coaching by video callUnlimited support calls with our teamStart membershipCore$299 per yearCore Features:Unlimited AI chat with your wealth team24/7 monitoring and proactive insightsX-ray to uncover hidden riskTax optimizationReturns analysis across all accountsStart membershipPlusMost Popular$499 per yearEverything in Core, and: Advanced AI for complex scenario analysis, planning and researchDeep thinking AI modelsCustom AI alerts and analysis (Beta)Early access to new Mezzi featuresConcierge access: video, phone, and emailStart membershipWhite Glove$1,499 per yearAll P…

You work at Mezzi?

Claim this scorecard & lift your score.

Get the breakdown of every signal we measured, the one-line fix, and how your peers in Personal Finance stack up.

Evaluating Mezzi?

Compare the agent-ready picks in Personal Finance.

If you're building or running an AI agent that needs to buy from this category, see who's scoring highest right now.

See agent-ready picks

Are you Mezzi? Something off in this listing?

Agent-Ready Spec

Mezzi

Not Agent-Ready Yet

40

/ 100 (rubric v2.0)

Discovery files and protocols

Side-channel signals — informational, not part of the score. Each protocol is independent; adoption signals the publisher is thinking about agent buyers.

ai-pricing.json

agents.txt

llms.txt

sitemap.xml

MCP Server Card

Agent Skills

x402 / MPP

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Pallo

56

pallo.com

Partially Agent-Ready

Qashboard

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qashboard.com

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GreenWise

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greenwise.tech

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53

balancepro.money

Partially Agent-Ready

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avocadofinance.io

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Browse all Personal Finance →

Explore the Agent-Ready SaaS Index

25,480+ SaaS scored on agent-buyability — browse by readiness band, category, or jump straight to a pay-per-run tool on xpay.tools.

Mezzi

Not Agent-Ready Yet

Agent-Ready SaaS Index · mezzi.com · scored 2026-05-09 · rubric v2.0

Score 40 / 100

Personal Finance

Mezzi scores 40/100 on xpay's Agent-Ready Index v2: partial pricing visibility; self-serve checkout is available.

See Mezzi pricing summary Live pricing page

Pricing

Mezzi pricing

As of 2026-05-09 · www.mezzi.com/pricing

Billed twice a year only — no monthly option

Core

$24.92/mo

billed annually

Unlimited AI chat with your wealth team

24/7 monitoring and proactive insights

X‑ray to uncover hidden risk

Tax optimization

Returns analysis across all accounts

Plus

$41.58/mo

billed annually

Everything in Core

Advanced AI for complex scenario analysis, planning and research

Deep thinking AI models

Custom AI alerts and analysis (Beta)

Early access to new Mezzi features

White Glove

$124.92/mo

billed annually

All Plus features

Hands‑on AI coaching by video call

Unlimited support calls with our team

Score breakdown · rubric v2.0

How Mezzi scores on the agent-ready dimensions

Public pricing visibility

13 / 15

Self-serve checkout

15 / 15

Public API + docs

0 / 20

Usage-based / metered pricing

0 / 20

Free entry path

0 / 7

No sales call required

7 / 7

Card / wallet / x402 payment

5 / 6

Machine-readable bonus (MCP / OpenAPI)

0 / 10

Total

40 / 100

Effective pricing

What it actually costs at typical scale

1 user, Core annual plan

$24.92/mo

· Annual billing at $299 per year· No additional usage fees

Confidence: high

Agent purchase verdict

Can an autonomous agent transact here?

Agent-ready

LLM score: 60/100

Can create account

Yes

Can enter payment method

Yes

Can upgrade plan

Yes

Can buy more usage

Can cancel online

Yes

Payment methods

card

Human approval recommended

Pricing transparency

full

Purchase motion

self_serve

Demo required

Quote required

Annual commit required

Yes

Auto-renewal mentioned

Cancellation policy visible

Refund policy visible

Yes

Minimum commit

$179

Minimum term

6 months

Invoice payment available

Purchase orders supported

MSA required

Unknown

DPA available

Security review required

Trial

Available

Annual discount

16.5% off

Enterprise signals

Trust & compliance

SSO / SAML

Unknown

RBAC

Unknown

Audit logs

Unknown

Data residency

Competitive intel

Positioning & ecosystem

Headline

“Mezzi works 24/7 to build your wealth.”

Buyer persona

smb

mid market

Replaces / compared against

financial advisor

Value claims

save $10,000 in advisor, fund, and tax savings

Agent purchase simulation

Six-step check: can an agent actually buy from Mezzi?

✓

Discover price

✓

Select a plan

✗

Pay per task

✓

Avoid a sales call

✗

API docs without auth

✗

Estimate cost upfront

Analysis

Pros and cons for AI agents

Observational summary written by xpay from the signals captured on 2026-05-06. Not a review of the product — only of its current pricing posture for agent buyers.

✓ For an AI agent

Pricing is publicly visible on an indexable page — agents can read tiers without scraping past auth.

Every advertised tier is self-serve; no tier requires scheduling a call.

◐ Opportunities for the provider

No per-unit price was advertised, so an agent has no way to estimate the cost of a single task.

API documentation is gated or absent; an agent cannot inspect the integration surface without authentication.

No /.well-known/ai-pricing.json or equivalent machine-readable pricing manifest is published — agents must rely on HTML scraping.

One-line fix

How Mezzi could lift its score

Add a per-unit price (e.g. $X / 1K calls) to the pricing page so an agent can compute its own cost before committing.

pricing_visible	true
headline_phrasing	Mezzi works 24/7 to build your wealth. — Get started in minutes—not weeks of meetings and save $10,000 in advisor, fund, and tax savings.* We offer full refunds for any reason you are not satisfied.
tier_count	2
lowest_paid_entry_usd	null
free_tier	false
free_tier_terms	null
per_unit_price	null
annual_required	false
self_serve_paid_tiers	0
sales_only_tiers	0
public_api_docs_url	null
api_docs_auth_walled	null
ai_pricing_json_present	false
agents_txt_present	false
anonymous_purchase_path	false
per_unit_classification	null
usage_headline_present	false
custom_tier_present	false
agent_friendly	{"ai_pricing_json":false,"agents_txt":false,"llms_txt":false,"sitemap_xml":true,"mcp_server_card":false,"agent_skills_index":false,"x402_supported":false}

View raw extracted page text →

Page heading: Mezzi works 24/7 to build your wealth.

CTAs (25): As heard on Bloomberg · Exposure X-ray · Tax Optimization · Security · Membership · Company · Log in · Sign Up · Semi-Annual · Annual · Start membership · Tax optimization

Price tokens (8): $10 · $179 per · $299 per · $899 per · $299 per yearCore Features · $499 per yearEverything in · $1 · $1

You work at Mezzi?

Claim this scorecard & lift your score.

Get the breakdown of every signal we measured, the one-line fix, and how your peers in Personal Finance stack up.

Evaluating Mezzi?

Compare the agent-ready picks in Personal Finance.

If you're building or running an AI agent that needs to buy from this category, see who's scoring highest right now.

See agent-ready picks

Are you Mezzi? Something off in this listing?

Agent-Ready Spec

Mezzi

Not Agent-Ready Yet

40

/ 100 (rubric v2.0)

Discovery files and protocols

Side-channel signals — informational, not part of the score. Each protocol is independent; adoption signals the publisher is thinking about agent buyers.

ai-pricing.json

agents.txt

llms.txt

sitemap.xml

MCP Server Card

Agent Skills

x402 / MPP

Compare Mezzi with peers

Highest-scoring companies in the same category that an AI agent might evaluate as an alternative.

Buxfer

71

buxfer.com

Approaching Agent-Ready

Lunch Money

63

lunchmoney.app

Approaching Agent-Ready

EQUO

63

tryequo.com

Approaching Agent-Ready

Pallo

56

pallo.com

Partially Agent-Ready

Qashboard

54

qashboard.com

Partially Agent-Ready

GreenWise

54

greenwise.tech

Partially Agent-Ready

Balance Pro

53

balancepro.money

Partially Agent-Ready

Avocado Finance

52

avocadofinance.io

Partially Agent-Ready

Browse all Personal Finance →

Explore the Agent-Ready SaaS Index

25,480+ SaaS scored on agent-buyability — browse by readiness band, category, or jump straight to a pay-per-run tool on xpay.tools.

Mezzi

Mezzi pricing

Core

$24.92/mo

Plus

$41.58/mo

White Glove

$124.92/mo

How Mezzi scores on the agent-ready dimensions

Total

40 / 100

What it actually costs at typical scale

1 user, Core annual plan

$24.92/mo

Can an autonomous agent transact here?

Buyer fitProcurement & commercial terms

Procurement & commercial terms

Trust & compliance

Positioning & ecosystem

Six-step check: can an agent actually buy from Mezzi?

Pros and cons for AI agents

How Mezzi could lift its score

Source signals (raw evidence used by the rubric)

Source signals (raw evidence used by the rubric)

Claim this scorecard & lift your score.

Compare the agent-ready picks in Personal Finance.

Mezzi

40

Discovery files and protocols

Compare Mezzi with peers

Buxfer

71

Lunch Money

63

EQUO

63

Pallo

56

Qashboard

54

GreenWise

54

Balance Pro

53

Avocado Finance

52

Explore the Agent-Ready SaaS Index

Selling to Agents

Mezzi

Mezzi pricing

Core

$24.92/mo

Plus

$41.58/mo

White Glove

$124.92/mo

How Mezzi scores on the agent-ready dimensions

Total

40 / 100

What it actually costs at typical scale

1 user, Core annual plan

$24.92/mo

Can an autonomous agent transact here?

Buyer fitProcurement & commercial terms

Procurement & commercial terms

Trust & compliance

Positioning & ecosystem

Six-step check: can an agent actually buy from Mezzi?

Pros and cons for AI agents

How Mezzi could lift its score

Source signals (raw evidence used by the rubric)

Source signals (raw evidence used by the rubric)

Claim this scorecard & lift your score.

Compare the agent-ready picks in Personal Finance.

Mezzi

40

Discovery files and protocols

Compare Mezzi with peers

Buxfer

71