Know exactly where your money is going
every day
Skip the app-hopping, spreadsheets, and AI prompting.
Get clear, daily money insights delivered straight to you.
All Your finances, one smart hub
Understand your money effortlessly with daily AI insights. Goodby dashboards, app-hopping, and spreadsheets.
Enterprise-grade security
We are built on enterprise‑grade security. Your finances fuel your life—so we protect them with unmatched diligence.
Insight for everyone
Great financial insight shouldn’t require wealth—no minimum net worth, just smart money habits made simple and accessible.
Stop Guessing.
Start Knowing.
Continue Growing.
Meet Fini- your proactive AI agent for personal finance. It analyzes your money and brings insights to you, so you don’t have to know where to start or what to ask.
Fini spots what you can’t. No prompts needed. Just connect your accounts and Fini delivers fresh, personalized financial insights and suggestions for your next money move every day.
Your financial data is safe with Finistack
Real-time protection
Continuously monitored to detect risks in real time, alert our team, and take action automatically—keeping your information secure without interruption.
Privacy at every layer
Strong authentication, role‑based access, and architecture designed to prevent data exposure protect your privacy at every layer.
Compliance boundary
Your financial data never leaves Finistack’s compliance boundary. We support leading standards including GDPR, SOC2, and ISO.
Finistack Subscription Plan
Our mission: help you make informed financial decisions and build healthy financial habits.
Choose the plan that supports your future. Your first 7-day trial is on us.
Basic Plan
$8 / mo
Strong habits grow from consistency. Covers your essentials such as tracking transections, budgeting, and daily AI insights.
Premium Plan
$20 / mo
Go beyond the basics: unlock more accounts, more AI capacity, more control.
Frequently Asked Questions
If I cancel, do I get a prorated refund?
No, we don’t prorate refunds. Your plan stays active until the end of your current billing cycle, then cancels before the next one, so you keep everything you’ve paid for in the meantime.
Is Finistack a bank, CPA, or certified financial adviser?
No, we’re not. Finistack offers AI-generated insights based on publicly available knowledge and your securely processed financial data (with your consent), and since that content may not always be accurate, you’re responsible for verifying it. For major financial decisions, please consult a certified professonal and confirm details with your financial institution.
How does Finistack keep my financial data private and secure?
Our platform is architected to prevent data exposure at every layer, with strong authentication, role-based access, and continuous real-time monitoring that flags risks and responds automatically. We may retain some information to improve our products, but we never sell your data or share it without your consent.
How is Finistack different from AI tools like ChatGPT or Claude?
You don’t need to know what to ask. Based on your connected accounts, Finistack delivers daily financial insights that guide your next steps and help you build healthy habits—and whenever you have a money question, you can huddle with Fini to get a clear answer.
How is Finistack different from budgeting apps like YNAB or Monarch Money?
Finistack is an AI-powered insights tool that automatically analyzes your money and surfaces proactive recommendations. YNAB and Monarch Money are budgeting apps focused on tracking spending and planning budgets.
What’s the best way to request a feature or report an issue?
In the app, give real-time feedback with a thumbs up or down on any AI response for non-critical items, or email us at support@finistack.com and we’ll address bugs and issues as soon as we can. Follow us on social media and subscribe to our newsletter for the latest updates.
What our users say
“Simple, secure, and personalized financial solutions. Easy to use and highly recommended.”
“I love how Finistack helps me stay on top of my finances. It’s a game-changer!”