Meet your financial autopilot

Modern cash clarity for people who actually care about money

FinView turns raw transactions into a living financial operating system. Anticipate cash crunches, explore scenarios in real time, and act with the confidence of a finance team—without hiring one.

Monthly surplus

Up 18% since last quarter with automation suggestions applied.

Bills covered

Track essential spending against upcoming payroll and guardrails.

Hours saved monthly

0hrs

FinView reconciles nightly and flags only what needs a human eye.

Rolling 90-day runway

Adaptive

Scenario planning that lets you toggle hiring, large purchases, or income changes and see impact instantly.

Burn rate$0

Runway0months

Signals you'll actually trust

FinView explains every alert in plain language and cites supporting transactions.

Recurring SaaS spend jumped 22% week-over-week

Tagged: Collaboration tools • Suggested action: schedule review

Auto-adjusted savings transfer

Keeping emergency fund on target

Designed for people in motion

What makes FinView the personal finance studio you won't outgrow

Less dashboards, more decisions. Every surface is tuned to reduce noise and give you a clear next move.

Budgets that stay honest

Define flexible envelopes and let FinView reconcile them automatically against every transaction and recurring plan.

Ledger clarity without spreadsheets

Slice spending by category, merchant, or period right from the dashboard without exporting pivot tables.

Recurring autopilot

Track renewals and scheduled transfers so upcoming commitments never blindside your cash plan.

Workspace essentials

Everything you need to run a personal finance HQ

FinView ships with opinionated surfaces for budgets, categories, recurring plans, and deep-dive analytics—no add-ons required.

Unified dashboard

Preloaded KPIs, trend charts, and category drilldowns tailored to your current period.

Transactions command center

Filter by period, category, or bank, split entries, and keep everything audit-ready.

Budgets with context

Track progress, allocations, and amount left without flipping between tabs.

Categories that adapt

Organize spending with custom colors, excluded merchants, and quick edits.

Recurring calendar

Keep renewals, bills, and deposits on rhythm so you are never surprised mid-cycle.

Analytics for deep dives

Zoom into anomalies, drill into categories, and understand multi-month trends.

Coming soon

The roadmap we are actively building

We are investing in responsible automations that explain themselves and keep you confidently in control.

AI spending summaries

Get plain-language recaps of what changed this month, which categories drove it, and suggested responses.

Predictive bill alerts

Let FinView flag when upcoming recurring items may collide with planned budgets before it happens.

Smart CSV onboarding

Drag in a statement and let FinView auto-map columns, categorize rows, and highlight what needs attention.

Fast to value

Set FinView up in an afternoon

Manual entry works great on day one, and CSV import (beta) lets you fast-forward months of history whenever you're ready.

Create your workspace

Step 1

Import your history

Start with manual entries today and pull in statements with CSV import (beta) to fast-forward your setup.

Step 2

Map categories and budgets

Use guided category groups and envelope budgets to mirror how money actually flows for you or your household.

Step 3

Stay ahead with live insights

Monitor KPIs, anomalies, and upcoming recurring bills from a single command center.

Early access

Your finances deserve more than a spreadsheet and weekend anxiety

Build a resilient plan, see around corners, and make money decisions with clarity. FinView is the modern co-pilot for thoughtful earners, founders, and families.