finerd was born out of the need to see all your money in one place. Every account, card, investment and debt comes together in finerd, however complex your finances are. finerd takes over the routine bookkeeping and shows what to change to grow your wealth.
finerd connects through several bank data aggregators and picks the best one for each bank and brokerage in the US, Canada, the UK, Norway and the EU. You can even connect crypto wallets. If a bank won't connect, finerd imports its statements, or your AI adds the transactions via MCP.
Every Apple Pay tap and every payment notification from your bank becomes a transaction in finerd.
finerd categorizes every transaction by context, so a small charge at a gas station goes to coffee and a large one goes to fuel. Fix a category once and finerd applies the fix to similar transactions.
Online orders from email and scanned receipts are split item by item across categories.
Paid cash? Say what you bought and AI adds the transaction.
finerd was built for your AI too. Connect finerd to ChatGPT, Claude or Gemini and ask "Where can I save?" or "Can I afford a new car?" The AI bases every answer on your transactions in finerd. With your permission, the AI adapts finerd to your goals, creating budgets and categories and adding or editing transactions.
finerd finds subscriptions and recurring payments, so you see which ones to cancel.
Invite a partner, share only the accounts and expenses you choose, and see who paid for what at home. Snap a restaurant receipt and send friends a link where each one picks what they ordered, no app needed. finerd keeps track of who still owes you.
Set budgets by category to see where money leaks.
finerd never sees or stores bank logins and has read-only access to accounts. Delete your data anytime.
Real people answer questions in the app and at support@finerd.ai.
Terms of use: https://finerd.ai/terms-of-use
Privacy policy: https://finerd.ai/privacy-policy