Finos
Finos

PROBLEM

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01

Money feels harder than it should when accounts and plans stay disconnected.

Small financial tasks can quickly add up and take hours each month.

4+ hrs

Managing bills, tracking spending, and checking balances can take more time than your financial life should require.

Small financial tasks can quickly add up and take hours each month.

4+ hrs

Managing bills, tracking spending, and checking balances can take more time than your financial life should require.

Small financial tasks can quickly add up and take hours each month.

4+ hrs

Managing bills, tracking spending, and checking balances can take more time than your financial life should require.

THE SOLUTION

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02

Every money move, one clear view

Ask, see and control accounts, cards, budgets and cash flow from one connected workspace.

YOU ASKED

How much can I spend this week?

SAFE TO SPEND

$1,840

After bills + savings

Ask anything about your money

Ask Naturally

Move money or check a balance in plain language.

See Everything

Live balances, cash flow and goals in one view.

Connect One

Keep accounts, cards, budgets and rules in sync.

HOW IT WORKS

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03

Get clear in three simple steps

Connect your accounts, set a plan and keep every money decision clear from one workspace.

/01

Connect

Bring in the accounts and cards you use every day,so every balance appears in one connected view.

/02

Set goals

Choose budgets, goals and permissions around howyou spend, save and plan so everyone stays clear.

/03

Stay clear

See balances, bills and goals in one clear view,then make everyday money choices with confidence.

FEATURES

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04-1

Your full money picture is right in your pocket.

FEATURES

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04-2

Your full money picture is right in your pocket.

PROBLEM

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04-3

One system for every money move

Move and approve money while budgets, goals and account rules stay connected in one workspace.

wallet balance

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Debit Card

RYAN BROOKS

12/24

CREDIT Card

RYAN BROOKS

12/24

PRODUCT

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05

Every money detail, clear and within easy reach.

[05-1]

A clearer way to stay on top.

See balances, upcoming payments and goals in one simple daily view, ready whenever you need them.

REAL RESULTS

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06

Progress you can see and follow

Follow balances, budgets and goals over time with every change and next step easy to see.

NOW

WEEK 1

WEEK 2

WEEK 3

DAY 30

/01

Spending overview

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Bring in the accounts and cards you use every day,so every balance appears.

/02

Budget health view

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More likely to stay on track with their monthly budgets.

/03

Savings goal view

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More progress toward personal savings goals.

Testimonial

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07

Finos gave me a completely different view of my money. I can finally see where I’m spending, stay on budget, and make better decisions without constantly checking different apps.

Daniel Carter

Finos user · 14 months

Goal: Build his first emergency fund

01 / 03

Finos gave me a completely different view of my money. I can finally see where I’m spending, stay on budget, and make better decisions without constantly checking different apps.

Daniel Carter

Finos user · 14 months

Goal: Build his first emergency fund

01 / 03

Finos gave me a completely different view of my money. I can finally see where I’m spending, stay on budget, and make better decisions without constantly checking different apps.

Daniel Carter

Finos user · 14 months

Goal: Build his first emergency fund

01 / 03

KEY BENEFITS

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08

Clear when you check in, connected whenever your money moves.

[01]

Know what you can spend

See a safe-to-spend amount after bills, savings and planned transfers.

[02]

See the full cash-flow picture

Understand what is coming in, going out and available across the month.

[03]

Stay ready as things change

Adjust budgets and limits without losing visibility or ownership.

KEY BENEFITS

/

08

Clear when you check in, connected whenever your money moves.

[01]

Know what you can spend

See a safe-to-spend amount after bills, savings and planned transfers.

[02]

See the full cash-flow picture

Understand what is coming in, going out and available across the month.

[03]

Stay ready as things change

Adjust budgets and limits without losing visibility or ownership.

KEY BENEFITS

/

08

Clear when you check in, connected whenever your money moves.

[01]

Know what you can spend

See a safe-to-spend amount after bills, savings and planned transfers.

[02]

See the full cash-flow picture

Understand what is coming in, going out and available across the month.

[03]

Stay ready as things change

Adjust budgets and limits without losing visibility or ownership.

PRICING

/

01

Simple plans for a clearer financial life.

Link accounts, cards, budgets and goals securely

in one workspace built for everyday clarity.

MONTHLY

YEARLY

FINOS ESSENTIAL

Starter Plan

$16.00

/ MONTH

$160.00 billed yearly. Saved $52.

Connect up to 3 accounts

Spending overview

Transaction tracking

Monthly financial summary

PAY WITH

Card · Bank · Apple Pay

MONTHLY

YEARLY

FINOS ESSENTIAL

Starter Plan

$16.00

/ MONTH

$160.00 billed yearly. Saved $52.

Connect up to 3 accounts

Spending overview

Transaction tracking

Monthly financial summary

PAY WITH

Card · Bank · Apple Pay

FINOS ESSENTIAL

Track your money, manage spending, and build healthy financial habits.

CANCEL ANYTIME

14-DAY REVIEW

SUPPORT INCLUDED

MONTHLY

YEARLY

FINOS ESSENTIAL

Starter Plan

$24.00

/ MONTH

$240.00 billed yearly. Saved $48.

Unlimited accounts

Advanced spending insights

Financial progress tracking

Smart spending alerts

PAY WITH

Card · Bank · Apple Pay

MONTHLY

YEARLY

FINOS ESSENTIAL

Starter Plan

$24.00

/ MONTH

$240.00 billed yearly. Saved $48.

Unlimited accounts

Advanced spending insights

Financial progress tracking

Smart spending alerts

PAY WITH

Card · Bank · Apple Pay

FINOS ESSENTIAL

Track your money, manage spending, and build healthy financial habits.

CANCEL ANYTIME

14-DAY REVIEW

SUPPORT INCLUDED

FAQS

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10

Questions,

answered clearly.

Plans, account connections, privacy, shared access and support—explained clearly before you start.

01.

What is included in the Finance OS membership?

Your membership brings connected accounts, cards, budgets and goals into one workspace, with planning views, shared access controls and support included.

02.

Can I connect more than one bank or card?

03.

How is my financial data protected?

04.

Can I share the workspace with someone else?

05.

What happens during the 14-day review?

06.

Can I cancel, change billing or update payment?

01.

What is included in the Finance OS membership?

Your membership brings connected accounts, cards, budgets and goals into one workspace, with planning views, shared access controls and support included.

02.

Can I connect more than one bank or card?

03.

How is my financial data protected?

04.

Can I share the workspace with someone else?

05.

What happens during the 14-day review?

06.

Can I cancel, change billing or update payment?

wallet balance

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Debit Card

RYAN BROOKS

12/24

CREDIT Card

RYAN BROOKS

12/24

GET STARTED

/

now

Get your money

under control.

One place
Budgets and goals
together

STARTING FROM

$16.00

One connected workspace for accounts, cards, budgets and goals without stitching together separate tools.

Everything included from day one

No setup fee. Cancel anytime.

Clear controls for shared access

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