A personal financial advisor in your pocket.
Connect your bank account and let AI unlock your path to financial freedom. No spreadsheets required.
Your Financial Data, Fully Protected
Instant Insights, Real-Time Updates
Personalized Financial Guidance
One App, Complete Financial Control
Your Financial Data, Fully Protected
Instant Insights, Real-Time Updates
Personalized Financial Guidance
One App, Complete Financial Control
How it works
From sign-up to financial freedom in under 60 seconds.
Pick a goal
Define your vision — buy a home, pay off debt, or create financial security.
Get a smart budget
Gain clarity with AI-powered categorization: Expenses, Non-Expenses/Discretionary, and Emergencies.
Link your bank
Connect your accounts instantly and see your financial life come together in one place.
Track, save, win
Stay empowered with real-time insights, proactive guidance, and encouragement as you achieve milestones.
Simple Solutions with Lasting Impact
Adapts With Your Habits
Our 3-category system adapts with your habits, giving you clarity without complexity.
Auto-categorized transactions
Daily spending guidance
Adjusts as your habits change
A friendly assistant…
More than friendly — proactive, dedicated, and designed to help you win financially.
Proactive insights you can act on
Clear reasoning you can trust
Motivation to celebrate every milestone
Safe. Secure. Transparent.
Your data is encrypted, private, and always under your control. We never sell your information.
Full control of your data
Export or delete anytime
Trusted, read-only bank connections
Ready to transform your financial future?
Be the first to experience The Finance App. Get early access, priority updates, and a head start on reaching your financial goals.
Frequently Asked Questions
Everything you need to know before you get started.
How do you build my budget?
We securely connect to your bank (via Plaid) and analyze 90 days of transactions. Our AI then creates a personalized 3-bucket budget that aligns with your goals.
Is my data secure?
We securely connect to your bank (via Plaid) and analyze 90 days of transactions. Our AI then creates a personalized 3-bucket budget that aligns with your goals.
How quickly can I see results?
We securely connect to your bank (via Plaid) and analyze 90 days of transactions. Our AI then creates a personalized 3-bucket budget that aligns with your goals.
Do I need financial expertise to use the app?
We securely connect to your bank (via Plaid) and analyze 90 days of transactions. Our AI then creates a personalized 3-bucket budget that aligns with your goals.
Can I set multiple financial goals?
We securely connect to your bank (via Plaid) and analyze 90 days of transactions. Our AI then creates a personalized 3-bucket budget that aligns with your goals.