Step 01Setup ~60 sec
Connect your accounts
Securely sync your banks, cards, and investments in about a minute.
Read-only sync. You stay in control.
Built for real-life money decisions
Stop guessing withyour money.
Connect your accounts, ask any money question, and get one clear next step based on your real numbers.
Live Finny preview
I'm planning a Japan trip this fall. Can I still stay on track?
Finny
Absolutely. You can take the trip and still stay on target. I set your trip budget to $2,400 and moved $180/month to savings so your plan stays on track.Yes. You can take the trip and still stay on track. I set your trip budget to $2,400, added a simple monthly savings plan, and kept your regular bills and goals protected.
How It Works
How Finny helps you make smarter money moves
Quick setup, personalized context, and clear weekly actions you can actually follow.
Step 02Guided setup
Set your priorities
Tell Finny what matters right now so recommendations stay focused.
No spreadsheet setup.
Step 03Weekly guidance
Get your next money move
Get clear actions that update as your pay, spending, and goals change.
Clear advice, no noise.
Set this up once, then Finny keeps your plan current as your spending, income, and priorities shift.
Get FinnySee what Finny doeswith your real questions
Tap a scenario to preview how Finny thinks through your context and gives specific next steps.
Finny
Live response preview
I mentioned a September trip earlier. Can I still do that and stay on track for my goals?
Yes, and your plan can stay intact.
You don't need to choose one dream over another. Since I remember your trip and home timeline together, we can cap this trip at $2,800 and still protect your bigger goals.
Trip budget
$2,800
target cap
House timeline
On track
2028 goal
Risk level
Low
with one small tweak
What I remembered
September travel plan and your preferred budget range.Home goal date and target amount.Recent spend patterns so we avoid touching essentials.
You don't need to repeat context. Finny carries it forward.
Your money timeline
From money stress toa plan you can follow.
Finny turns scattered accounts into one realistic path, so you know what to do next.
One plan across everything
Spending, debt, savings, and goals in one clear view.
Advice that adapts fast
Finny updates your plan as soon as life changes.
Your Complete Financial Plan
Plan score: 84/100
Protect
Apr 2026Emergency savings
Grow
Jan 2027Student debt payoff
Build
Oct 2028Home down payment
Trust & safety
Built for trust, not hype
Security by default
Read-only connections with bank-grade encryption.
Privacy first
Your financial data is private and not sold.
Clear boundaries
Guidance fits your goals, with explicit limits.
You stay in control
Disconnect accounts or delete data in the app.
FAQ
Frequently AskedQuestions
Feel in control of your money
Start with one question and Finny will map out your next best move.