FinWise
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About
FinWise is a personal finance management platform that helps users manage their money more effectively. It offers tools for budgeting, net-worth tracking, trends and insights, financial planning and forecasting, and more. It uses advanced AI to automatically categorize your transactions. It allows users to connect bank accounts, credit cards, investments for a complete view of finances.
Platform
Task
Features
• trends & analysis
• budgeting
• get insights into your assets, liabilities and net-worth growth.
• securely connect all your favourite accounts.
• plans & forecasting
• bills & subscriptions
• account syncing
• net-worth tracking
FAQs
Is FinWise secure?
Yes, your data security and privacy is our top priority. FinWise uses the same level of security, encryption and safety protocols as banks to ensure that all your data is secure, private and protected. We never see or store your bank login credentials, and your personal information is never shared with or sold to anyone. [Learn more about our data privacy and security at FinWise](/security).
How does FinWise help me budget effectively?
FinWise offers intuitive budgeting tools to help you create customized budgets based on your financial goals and spending patterns. It tracks your expenses automatically, provides insights on where you can save, and alerts you if you're approaching your budget limits.
Which countries does FinWise support for bank connectivity?
FinWise supports bank connectivity in the US, Canada, most of Europe, and South Africa, and we are busy working on connectivity for Australia and New Zealand. You can also create manual accounts and upload your transactions via CSV and still have the same FinWise experience.
Is there a mobile app?
Not at the moment, but we are working on it! The mobile app is one of our most requested features and it is on our roadmap and will be available in 2024. You can see what we're working on in our [public roadmap](https://finwise.canny.io/).
Is there customer support?
Yes, we have real-time customer support to address any queries you may have. You can contact us: * via the web chat (Blue button on the bottom right of your screen) * via email at [support@finwiseapp.io](mailto:support@finwiseapp.io) * Or chat with us on our [Discord Community](https://discord.gg/8mXqTYqAYx) We are always happy to help!
Pricing Plans
Monthly
$8.99 / per month• Budgeting
• Net-worth Tracking
• Account Syncing
• Trends & Analysis
• Bills & Subscriptions
• Plans & Forecasting
Job Opportunities
There are currently no job postings for this AI tool.
Ratings & Reviews
No ratings available yet. Be the first to rate this tool!
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