Connect your bank accounts, track every transaction, prepare your taxes, and monitor investments — all from one dashboard.
From daily transactions to annual tax prep — Finie brings it all together.
Every dollar, categorized. Connect your bank accounts and credit cards to see all transactions in one unified view with smart categorization.
Organize documents, track deductions, and stay on top of deadlines. Finie pulls your financial data together so tax season is stress-free.
See your full portfolio at a glance. Track holdings, performance, and allocation across all your brokerage accounts.
Understand where your money goes. Auto-generated P&L statements give you a clear picture of income vs. expenses over any time period.
Securely link your accounts through Plaid. Support for thousands of banks, credit unions, and brokerages — data syncs automatically.
AI-powered rules engine learns your spending patterns. Custom rules, auto-matching, and bulk operations make bookkeeping effortless.
Connect your accounts in minutes. No credit card required.