How Finthy Works
Get complete control of your finances across United States, Canada, Mexico, Chile, Brazil, Argentina, and Colombia in just 3 simple steps. Connect your bank or import your statements, and Finthy categorizes and analyzes everything automatically.
Connect Your Banks Securely
Multiple secure connection methods to link your bank accounts from United States, Canada, Mexico, Chile, Brazil, Argentina, and Colombia.
Automatic Bank Sync
Secure direct connections with bank-grade encryption. No credential sharing. Real-time synchronization available for USA (11,000+ banks) and Canada (300+ banks). On our roadmap for Chile and Brazil.
Chrome Extension
Browser-based secure connection with full control over your banking sessions. No credential sharing with third parties. Available for major Mexican banks: Banamex, Banorte, and HSBC.
Manual Transaction Import
Complete privacy and control. AI-powered file recognition for PDFs and images. You choose what data to upload. Works with any bank worldwide.
Importing Your Financial Data
Overall Progress
Keeping Your Data Up to Date
How your data stays current depends on how you connect: real-time automatic sync for US and Canadian banks, one-click refresh for Mexican banks through our extension, and fast AI import for statements everywhere else.
Real-time Sync
Automatic real-time balance and transaction updates for connected US and Canadian banks; Mexican banks refresh on demand through the extension.
Smart Categorization
Automatic transaction categorization with AI-powered insights to help you understand your spending patterns across different categories.
Multi-Currency Conversion
Real-time currency conversion, geo-location detection, and seamless international transaction tracking.
Track & Analyze Your Finances
Get comprehensive insights, smart budgeting tools, and actionable analytics to make informed financial decisions.
AI-Powered Insights
Get personalized financial insights, spending pattern analysis, and predictive recommendations to optimize your money management.
50-30-20 Budget Rule
Automatically apply the proven 50-30-20 budgeting rule with intelligent categorization and spending tracking.
Comprehensive Dashboard
View your complete financial picture with interactive charts, goal tracking, and customizable financial health monitoring.
Net Worth
$89,450Monthly Budget
$2,850Ready to Take Control of Your Finances?
Connect your bank or import your statements and see your whole financial picture in one place. Start your free trial today.
Simple, Transparent Pricing
Choose the perfect plan for your financial management needs
Plus
Billed annually at $99.00/year
14-day free trial
Essential tools for personal finance management
- Everything in FreeAll features from Free plan included
- Automatic bank syncAutomatic synchronization of transactions and balances (US & Canada)
- Advanced analyticsDetailed spending trends, charts, and financial insights
- Custom categoriesCreate your own spending categories to organize transactions
- Data export (CSV/Excel)Export your financial data to CSV or Excel for external analysis
- Multi-currency supportTrack accounts in multiple currencies with automatic conversion
- Email supportGet help via email with responses within 24 hours
Pro
Billed annually at $249.00/year
14-day free trial
Advanced features for power users and families
- Everything in PlusAll features from Plus plan included
- Priority supportFaster response times and dedicated support queue
- Transaction splittingSplit a single transaction into multiple categories for more accurate budgeting
- Crypto auto-pricingAutomatic hourly price updates for your cryptocurrency holdings
Business
Billed annually at $799.00/year
14-day free trial
Professional tools for teams and businesses
- Everything in ProAll features from Pro plan included
- Dedicated account managerPersonal account manager for onboarding and ongoing support
- SLA guarantee (99.9%)Guaranteed 99.9% uptime with service level agreement
- Priority phone supportDirect phone access to support team during business hours
- API accessGenerate personal access tokens with fine-grained scopes to access your data programmatically
Free Free forever
Get started with basic financial tracking
More features are on the way. See our roadmap →