Finfy V0.1 is in private beta

Your AI-powered Financial Assistant that helps you

pay off debt

save more

invest more

buy a house

Imagine having a conversation with your bank account....

Join beta & own your share

Achieving your financial goals has never been easier

Using the latest AI technology Finfy will assess your spending habits and let you know where you can improve.

Designed in a way everyone understands, chat.

We’ve replaced analysing your finances with talking to your finances, get to know your bank accounts and make better decisions.

Simply ask Finfy

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🛍️ Dining Out Expenses

How much did I spend on dining out last month?

💸 Recent Transaction Summary

Show me my transactions for the last two weeks.

🗂️ Manage Account Balances

Can you show me the balances of all my accounts in one place?

💰 Current Monthly Cash Flow

What is my current monthly cash flow?

📊 Review Spending

How much did I stick to my budget last month?

💳 Monthly Credit Card Spending:

How much did I spend on my credit card this month?

🏠 Portfolio Value:ng:

"What is the current value of my investment portfolio?" ↗

📈 Current Net Worth:

"What is my current net worth?" ↗

🌤️ End-of-Month Balance:

"What will my account balance be at the end of this month?" ↗

🎯 Savings Goal Tracking:

"How close am I to reaching my savings goal this month?" ↗

🛍️ Entertainment Spending:

"Show my entertainment spending for the past six months." ↗

💸 High-Value Transactions:

"What are my transactions over $500 this month?" ↗

🗂️ Track Recent Account Activity:

"Track and display my account activity for the past month." ↗

💰 Income vs. Expenses:ivity:

"Show my income versus expenses for this month." ↗

📊 Monthly Budget Review:

"How much did I stick to my budget last month?" ↗

💳 Monthly Credit Card Spending:

"How much did I spend on my credit card this month?" ↗

🏠 Stock Performance:

"How did my tech stocks perform this quarter?" ↗

📈 Net Worth Growth:

"How much has my net worth increased this year?" ↗

🌤️ Upcoming Expenses Impact:

"How will my upcoming bills affect my cash flow?" ↗

🎯 Savings Goal Tracking:

"How close am I to reaching my savings goal this month?" ↗

🛍️ Clothing and Apparel Costs:

"Calculate my total spending on clothing this year." ↗

💸 Recurring Payments:

"List all recurring payments made this month." ↗

🗂️ Review Linked Accounts:

"Which accounts are currently linked to my main account?" ↗

💰 Net Cash Flow:

"What is my net cash flow for the past six months?" ↗

📊 Savings Goal Progress

Am I on track with my savings goals this quarter?

💳 Rewards Earned

How many rewards points did I earn this year?

🏠 Dividend Income

How much dividend income did I earn last year?

📈 Manage Debt

How does paying off my mortgage affect my net worth?

🌤️ Saving More

How will increasing my savings this month?

🎯 Create a Goal

Am I on track to save enough for a down payment on a new home?

Finfy vs. Budgeting

You shouldn’t have to sit down for hours to better understand your spending, with Finfy it takes seconds

Finfy

Standard Budgeting Apps

Conversational Interface

Allows chat with your finances in your own language

Intelligent Financial Q&A

Ask dynamic questions and get actionable insights

Limited or no question-answering capabilities

Personalized Financial Guidance

Tailored advice for individual financial situations

Offers generic templates or graphs, not tailored

Automated Budget Setup

Automatically sets up budgets based on your data

Requires manual setup and frequent updates

Holistic Financial Analysis

Analyzes investments, liabilities, assets, and cash flow

Focuses only on budgeting, no holistic view

Insights Beyond Deterministic Graphs

Provides clear insights instead of complex graphs

Relies on user interpretation of deterministic graphs

Proactive Savings Opportunities

Identifies savings opportunities proactively

No proactive savings recommendations

Seamless Financial Task Management

Task Finfy to handle financial actions and reminders

No task management capabilities

Sign up and own your share of Finfy, when we grow, you grow

Our goal is to see our customers achieve theirs, that’s why we are giving a way a portion of Finfy to the first 5 000 annual sign ups.

Monthly

Yearly

Save 15%

$20

/month

Monthly

Billed monthly

Join beta

Connect up to 10 accounts

Access across devices

Full access to assistant

Add your feature here

$16

/month

Membership

Billed annually

Join beta

Connect up to 16 accounts

Access across devices

Full access to assistant

Own a share Finfy

Early access to new features

Community access

Enterprise

Project dependent

Meet with us

Access to secure API

Custom Integration (Native & External)

Bespoke AI Agent Setup

Specialized Financial Skills & Insights

Workforce Access & Role-Based Controls

Country-Specific Compliance & Localization

Tied & Tailored Product Advice

Advanced Data Security & Compliance

Dedicated Account Manager & Premium Support