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FinWise - Personal Finance Management With AI

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FinWise is the cutting-edge personal finance app that utilizes AI to make money management simpler. With features like AI assistant, account linking, budgeting, net worth tracking, financial projections, and personalized spending insights, FinWise creates a comprehensive and effortless money management experience.


FinWise is compatible with the following platforms and devices:

  • Web-Based

FinWise can be integrated with the following third-party platforms and tools:

  • Stripe
  • Google Docs
  • Google Sheets
  • GitHub
  • ChatGPT
  • Hotjar
  • Mixpanel
  • Facebook
  • Instagram
  • LinkedIn
  • Medium
  • Reddit
  • Twitter
  • Discord
  • Intercom
  • Facebook Page Insights
  • Linkedin Pages
  • Sendinblue
  • Figma

* For the complete list of available integrations visit FinWise website.

Subscription Types

FinWise offers the following subscription types:

  • Paid

Billing options include the following:

  • Monthly
  • Annually

Membership packages:

There are 2 membership packages at FinWise.

  • API is Not Available.
  • Community Hub is Available.

FinWise Review: An In-Depth Overview

FinWise presents itself as a comprehensive solution for personal finance management, leveraging artificial intelligence to simplify the complexities of money management. Aimed at individuals who are keen on utilizing technology for smarter financial planning, FinWise offers a range of features and functionalities that cover the A to Z of personal finance.

Key Features:

  1. AI-Powered: At its core, FinWise uses AI technology to categorize transactions, set up budgets, and offer personalized financial advice. This AI assistant significantly eases the user's role in setting up and maintaining their accounts.
  2. All-In-One Financial Dashboard: FinWise consolidates various financial accounts, including banking, credit cards, loans, and investments, into one dashboard. This enables a holistic view of one's finances.
  3. Budgeting and Spending: The app offers customized budgeting tools that track spending patterns and set budget limits. Users receive alerts and insights into potential savings opportunities.
  4. Net Worth and Financial Projections: FinWise isn’t just about tracking spending; it also helps users understand their net worth and offers financial projections to aid in long-term planning.
  5. Goal Setting: Whether it's saving for a vacation or paying off debt, FinWise allows users to set and track specific financial goals, providing them with progress reports and motivational tips.
  6. Third-Party Integrations: FinWise uses Plaid and Yodlee for secure bank account syncing, providing seamless integration with a wide range of financial institutions.

Security and Compatibility:

Security is a top priority for FinWise, which employs bank-level encryption and adheres to industry-standard protocols. The app does not store banking credentials and ensures that personal information is only shared with third parties upon explicit user consent. As for compatibility, the platform is browser-agnostic and offers a global service, currently live in the USA, Canada, and South Africa, with plans for expansion to the UK, Europe, Australia, and New Zealand.

Community and Company:

FinWise has a community presence through Discord, and the company is spearheaded by two passionate co-founders aimed at revolutionizing the personal finance sector.

In summary, FinWise stands as a modern, AI-powered app that offers a comprehensive set of tools for anyone looking to gain better control of their finances. With its emphasis on smart, automated advice and a wide range of features, FinWise is well-positioned to make personal finance management more accessible and effective.


Features & Highlights

  • AI Financial Assistant.
  • AI Transaction Categorization.
  • AI Personal Financial Insights.
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Customer Reviews

Based on 1 review
Save yourself the headache

My experience switching from Mint --> finwise has been a painful one. It's been 10 weeks emailing back and forth with customer support. They've been quite responsive, but the product is simply un-usable.

Upon my migration from Mint --> Finwise, I had over 1000 duplicate transactions, and hundreds of mis-categorized ones, spent 2 months re-importing and reconciling transactions with the support of IT - but continued to face the same issues.

When I finally cut my losses, and accepted that my historical financial data would never be accurate - my bank connection wouldn't sync, preventing me from being able to use the app period.

This product has caused issues at every turn, despite the best efforts of customer support - it has simply been a 1/10 experience.

There simply shouldn't be a 10 week troubleshooting phase before you can even BEGIN using an app as simple as this. Save yourself the headache.