How It Works

Your money, explained — not just tracked

Connect your accounts, and FinSight's AI explains what changed, what matters, and what to do next — automatically.

No credit card required · Free for your first 2 months

STEP 1

Connect your accounts

Link your banks, credit cards, and loans through Plaid in about 30 seconds — the same read-only technology used by Venmo and Robinhood. FinSight can never move money or initiate a transaction. No accounts yet? Add balances manually instead.

STEP 2

FinSight organizes everything automatically

Transactions sync and categorize themselves. Budgets track spending in real time. Net worth updates as balances change. Nothing to enter by hand, nothing to reconcile at the end of the month.

STEP 3

AI explains what changed and what to do next

A daily briefing highlights what moved and why. Ask the AI assistant a direct question — "Am I on track to save $10k by December?" — and get an answer grounded in your actual transaction history, not a generic tip.

Why FinSight is different from a spreadsheet or a budgeting app

Most budgeting tools stop at showing you a chart of last month's spending. FinSight connects spending, budgets, goals, subscriptions, debt, and net worth into one picture, then uses AI to reason about it the way a good CFO would — not just report the numbers, but explain what they mean.

That means catching a subscription you forgot about, flagging a budget category before you blow through it, and comparing debt payoff strategies with your real balances and interest rates — instead of a generic rule of thumb.

Read how we keep your data secure

See your complete financial picture

Connect an account or add one manually — either way, you're set up in under a minute.

Takes 30 seconds · No credit card