Overview

Finos brings your financial accounts, transactions, spending, and savings activity together in one connected workspace. By keeping your financial information organized and up to date, Finos makes it easier to understand where your money goes, stay on top of everyday finances, and make more confident decisions.

Key Capabilities

Everything you need to stay in control.

Finos keeps your financial life connected so you can spend less time checking different accounts and more time making informed decisions about your money.

Real-time Account Sync

Keep balances and financial activity up to date across your connected accounts.

Automatic Transaction Tracking

Organize your transactions automatically so every purchase is easy to understand.

Unified Financial View

See your accounts, spending, budgets, and savings goals from one place.

Setup Instructions

Getting started with Finos is simple. Choose the financial account you want to connect, follow the secure connection process, and let Finos bring your information into one organized view. Once connected, your financial activity is automatically synced and organized, so you can start tracking your money without manual data entry.

01 — Connect

Choose an account and securely connect it to Finos.

02 — Sync

Let Finos automatically bring in your balances and transactions.

03 — Take Control

Explore your spending, budgets, savings, and financial progress in one place.

Security & Privacy

Security is built into every part of the Finos experience. Your financial information is protected through secure connections and encryption, while access controls help ensure your data remains private and protected. Finos is designed to give you greater visibility into your finances without compromising the security of the information.