FinWise

A personal finance management platform that provides budgeting, net-worth tracking, insights, and financial planning tools. It solves the problem of scattered financial data by aggregating accounts and offering analysis. The target audience includes individual consumers and employers offering financial wellness benefits. It is delivered as a subscription-based SaaS application available on web, iOS, and Android, with a REST API for customization.

Key features

• Automatic syncing across 12,000+ institutions
• Budgeting with category tracking
• Net-worth tracking
• Account aggregation
• Transaction history in one place
• Subscription and bill tracking
• Trends and analysis
• Planning and forecasting
• Scenario comparison
• CSV data export
• REST API access