Automate savings, keep control
Overview
Automatic transfers are the most reliable way to save and the easiest way to lose track of where money went. The answer is not less automation but better visibility: rules you set once, and a view that shows every rule at work.
Key Capabilities
Set it up once; check it in seconds.
Finos shows every scheduled transfer in one list, with the account it leaves, the goal it feeds and the next date it runs.
Scheduled transfers
Weekly or monthly, on the day that suits your income.
Round-ups
Spare change from card payments, swept into a goal of your choice.
Pause in one tap
A tight month pauses a rule without deleting it.
Setup Instructions
Automate the transfer you already make by hand. It is the one you will not miss, and the easiest to size.
01 — Pick the source
Choose the account the transfer leaves and the day after payday.
02 — Pick the destination
A goal, a savings account or a shared pot.
03 — Set the amount
Start small; Finos shows the yearly total before you confirm.
Security & Privacy
Rules run through your bank's own transfer system. Finos schedules them and records them, and can never move money anywhere you have not approved.
Questions, answered clearly.
Your membership brings connected accounts, cards, budgets and goals into one workspace, with planning views, shared access controls and support included.
Yes! You can connect multiple bank accounts and payment cards in one place, making it easy to track transactions, monitor balances, and manage your finances.
Your financial data is protected with secure encryption, strict access controls, and industry-standard security practices to help keep your personal and financial information safe.
Yes! You can invite team members or trusted individuals to your workspace and manage their access permissions to ensure everyone can access only the information they need.
During the 14-day review, you can explore your financial activity, review connected accounts, and evaluate how well the platform meets your needs before making a final decision.
Absolutely! You can cancel your subscription, change your billing plan, or update your payment method at any time through your account settings.
Budgets and goals together
