Automatic sync via Plaid

Track your SoFi spending with Finthy

Bank with SoFi? Connect it to Finthy once through Plaid and your transactions and balances sync automatically, categorized and next to your other accounts.

How Finthy works with SoFi

Finthy connects to SoFi through Plaid, so your accounts stay up to date on their own.

  1. Connect SoFi

    Search for SoFi in Finthy and sign in through Plaid's secure window. Finthy never sees your banking password.

  2. Let it sync

    Transactions and balances update automatically, so there are no statements to download.

  3. See where your money goes

    Your SoFi transactions are categorized automatically and shown next to your other accounts and budgets.

Automatic sync is available on paid plans, and you can always import SoFi statements as files instead. Compare plans

Supported file types

Finthy's AI recognizes dates, descriptions and amounts in any of these formats, so there's nothing to convert before uploading your SoFi files.

  • PDF Statements as your bank issues them
  • CSV Exported transaction lists
  • Excel Spreadsheets from online banking
  • OFX Standard banking format
  • Images Photos or screenshots

Your SoFi data, protected

No banking password

You sign in through Plaid, so Finthy never sees or stores your SoFi password.

256-bit encryption

Your data is encrypted in transit and at rest.

Read-only

Finthy only reads your transactions. It can't move money or make payments.

Read about Finthy security

SoFi and Finthy: FAQ

Does Finthy sync automatically with SoFi?

Yes. Finthy connects to SoFi through Plaid, and your transactions and balances update automatically. Automatic sync is available on paid plans.

Which SoFi files can I upload?

PDF, CSV, Excel and OFX files, plus images such as photos or screenshots. Finthy's AI extracts the date, description and amount of every transaction.

Is it safe to use Finthy with SoFi?

Yes. You sign in through Plaid, so Finthy never sees or stores your SoFi password. Access is read-only and your data is encrypted with 256-bit encryption in transit and at rest.

How much does Finthy cost with SoFi?

You can start for free. Plans and their limits are listed on our pricing page. See pricing

Start tracking your SoFi spending

Create your free account and see your SoFi spending in one place.