Open Beta
We're excited to introduce FinPro to the world. Here's everything included in our Open Beta launch.
Financial Management
- Net Worth Dashboard - Track your assets, liabilities, income, expenses, and cash flow all in one place.
- Asset Management - Log and monitor everything you own, from real estate to crypto. Includes value history and document attachments.
- Debt & Liability Tracking - Keep tabs on mortgages, student loans, credit cards, and other debts with balances, rates, and payment history.
- Insurance & Coverage Tracking - Organize all your policies in one place - life, health, auto, home, disability, and umbrella.
- Financial Reports - Generate a Personal Financial Statement pre-filled with your data and download it as a PDF.
Budgeting & Cash Flow
- Smart Budgeting - Build budgets linked to your real bank transactions with automatic spending categorization and trend tracking.
- Cash Flow Visualization - See exactly where your money goes with interactive Sankey diagrams mapping income to expenses.
- Savings Goals - Set savings targets with amounts and dates, then track your progress.
- Recurring Transaction Detection - Automatically spots recurring charges and deposits across your connected accounts.
Accounts & Transactions
- Automatic Account Sync - Link your bank accounts, credit cards, and investments via Plaid for automatic balance updates.
- Transaction Categorization - Set up rules to auto-categorize transactions, or categorize them manually.
- Document Management - Attach supporting documents to any financial record.
AI & Intelligence
- AI Financial Assistant - Ask questions about your finances, get spending insights, and analyze uploaded documents.
- AI Debt Payoff Planner - Compare Avalanche vs. Snowball strategies and model extra payments to see when you'll be debt-free.
Household & Collaboration
- Household Management - Invite family members to a shared household with roles and permissions.
- Professional Advisor Dashboards - Advisors can view and manage their clients' financial data in one place.
- Team & Organization Management - Build advisory teams, assign client households, and manage your firm.
Security & Account
- Multi-Factor Authentication - Add an extra layer of security to your account with multiple authentication options.
- Subscription & Billing Management - Manage your plan, view invoices, and update payment methods.