Advisor-grade coaching at AI speed—Finfy securely learns your spending patterns, remembers every goal, and thinks in context like a super-human planner, giving you truly personalized, holistic guidance without the hefty fees.
Finfy
Traditional advise & Budgeting Apps
Conversational, on-demand
“Hey Finfy, how much did I spend on online subscriptions this month?” → instant answer, broken down by Netflix, Spotify, iCloud, etc.
Advisor emails you a week later; budgeting app shows a pie chart you have to interpret.
Real-time habit nudges
“You’ve just passed your Uber Eats limit by $30. Adjust savings goal or skip two take-outs?
Apps notify after month-end; advisers rely on quarterly statements.
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.
