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Everything FinVista does

One dashboard for all your money — connected to your real banks.

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AI InsightsDetects recurring subscriptions and shows how much you'd save by canceling unused ones.
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Live AnalyticsInteractive charts for monthly spend, categories, merchants, and cash flow trends.
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12,000+ BanksChase, Bank of America, Wells Fargo, Capital One, Apple Card, Chime and thousands more.
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Real-Time SyncTransactions update automatically as they post to your accounts.
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Smart Search & FiltersFilter by bank, category, date range or merchant to find any transaction instantly.
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Personalized TipsSavings rules, cashback card suggestions, and 401(k) reminders tailored to your spending.
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Data ExportDownload all your data as JSON anytime. You own your information.
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Light & Dark ModeWorks great in both. Switches to your system preference.
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Your data is safe

Security is built in from the ground up — not an afterthought.

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Powered by PlaidSame bank-connection technology used by Venmo, Robinhood, and Coinbase. We never see your bank password.
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Read-Only AccessFinVista can view your transactions and balances — never move money or make changes.
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256-bit EncryptionAES-256 at rest, TLS 1.3 in transit. Same standard as online banking.
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Two-Factor Auth (2FA)TOTP via Google Authenticator, Authy, 1Password, or Microsoft Authenticator.
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SMS Backup CodesOptional text-message verification as a backup if you lose your authenticator app.
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Backup Recovery Codes8 one-time codes so you never get locked out of your account.
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Password Hashing (scrypt)Your password is hashed server-side with industry-standard scrypt. We couldn't read it if we tried.
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No Data SellingWe never sell or share your information with third parties. Ever.
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Features Security Reviews
🤖 AI Insights 📊 Live Analytics 💸 Cancel Unused Subs 🏦 12,000+ Banks 🔒 Bank-Grade Security ⚡ Real-Time Sync 🎯 Smart Savings
Powered by AI NEW

Your money,
beautifully
organized.

AI-powered insights, real-time tracking,
and smart suggestions to help you save more.

0
Banks supported
$0/yr
Avg savings found
0%
Encrypted
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AI-Powered Insights Detects subscriptions, spending patterns & savings
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Interactive Analytics Charts, trends, category breakdowns
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2FA & SMS Auth Your data stays protected — always
🔒 Read-only ⚡ Plaid-powered 🛡️ 256-bit encryption
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