FinWise is the all-in-one financial dashboard that replaces 6 spreadsheets with one beautiful, intelligent app — budgeting, savings, investments, debts, and AI coaching.
Everything included in one platform
Every financial tool you need, beautifully integrated — so you spend less time tracking and more time building wealth.
Categorize every dollar — essential vs discretionary. Know exactly where your money flows with smart auto-categorization.
Track upcoming bills, set due-date alerts, and manage recurring subscriptions — never get hit with a late fee again.
Set goals with target amounts and dates. Automated savings rules deposit money on your behalf — on autopilot.
Spending heatmaps, monthly snapshots, category breakdowns, and visual reports give you total financial clarity.
Track debts you owe and are owed. Get AI-powered payoff strategies (avalanche / snowball) and record payments easily.
Personalized AI advice based on your actual data. Get insights, spot overspending, and receive goal optimization tips.
Map out compounding growth strategies with daily targets, reinvestment rates, and a live performance dashboard.
Track assets, liabilities, and investment portfolios across accounts. See your total net worth trend over time.
Create rules to automatically sweep money into your goals — weekly transfers, % of income, or round-up rules.
Gamify your finances with no-spend challenges, 52-week savings plans, and achievement badges to keep you motivated.
See all your bills, due dates, and savings milestones in a calendar view — synced to Google Calendar with one click.
Auto-generated monthly financial summaries showing income, spending, savings, and net worth changes at a glance.
No complicated onboarding. Just three simple steps to total financial clarity.
Sign up in 30 seconds — no credit card, no setup hassle. Your financial dashboard is ready immediately.
Log your income, bills, expenses, savings goals, debts, and investments. Import transactions from bank CSV files.
Use AI insights, automated rules, and smart analytics to optimize spending, hit goals, and track net worth growth.
No credit card required · Cancel anytime
Less than a coffee per week. Cancel anytime. No hidden fees — ever.
Get organized
/month
billed $96/year
What's included
Full financial power
/month
billed $210/year
What's included
🛡️
If FinWise doesn't help you get a clearer picture of your finances in the first 30 days, contact us and we'll make it right.
Stop guessing where your money goes. Join thousands of Canadians who use FinWise to budget smarter, save faster, and build real wealth.
✗ Scattered spreadsheets
✓ One beautiful dashboard
✗ Mystery expenses
✓ Full spending clarity
✗ Forgotten savings goals
✓ Automated progress