An AI wellness coach you’ll actually talk to
An AI wellness coach you’ll actually talk to
An AI wellness coach you’ll actually talk to
An AI wellness coach you’ll actually talk to
An AI wellness coach you’ll actually talk to
Finley is your always-on, AI money coach that automatically optimizes your benefits and helps you plan for the future.
3-Step Process
Getting started takes 2 minutes
Download the Finley app
Your employer provides access—available on iOS and Android
Connect your accounts
Link your bank, credit card, and investment accounts. Finley can't move money, just analyze.
Start getting insights immediately
Finley reads your last 12 months of transactions and tells you a story about your money
What Finley does for you
Finley is supportive AI coaching that employees actually love and use
Proactive, personalized, and always available. Finley is financial coaching that actually works.
Proactive, personalized, and always available—Finley is financial coaching that actually works.
Automatic analysis
Connects with employee accounts, reads transaction history, & surfaces insights
Predictive coaching
Optimize benefits
24/7 personal support
Automatic analysis
Connects with employee accounts, reads transaction history, & surfaces insights
Predictive coaching
Optimize benefits
24/7 personal support
Automatic analysis
Connects with employee accounts, reads transaction history, & surfaces insights
Predictive coaching
Optimize benefits
24/7 personal support
Testimonials
The program takes the pressure off of my HR department to have financial conversations with our employees. It even turns our employees' financial emergencies into opportunities for education and real progress.
Sonja
Director of Human Resources
Fetter Healthcare Network
Testimonials
Financial wellness is integral to our overall wellness plan. The program serves all regardless of situation, be it saving or budgeting. As a result, we've come to trust and rely on it as the foundation of our program.
Angie
Director of Benefits and Wellness
AFL Global
Testimonials
The cutting-edge technology allows us to scale efficiently, giving us the ability to serve larger participant bases with confidence. Offering conflict-free financial coaching to every employee is a unique and invaluable differentiator for us.
Jonathan L.
CFA, CFP®, AIF®
Portico Wealth Advisors
Testimonials
We've been extremely pleased with the knowledgeable and professional coaches that have been able to help our employees. To be able to provide our workforce with this amazing program has been a real game-changer in our benefits lineup.
Andy W.
HR Generalist
Vanicream
Testimonials
The program takes the pressure off of my HR department to have financial conversations with our employees. It even turns our employees' financial emergencies into opportunities for education and real progress.
Sonja
Director of Human Resources
Fetter Healthcare Network
Testimonials
Financial wellness is integral to our overall wellness plan. The program serves all regardless of situation, be it saving or budgeting. As a result, we've come to trust and rely on it as the foundation of our program.
Angie
Director of Benefits and Wellness
AFL Global
Testimonials
The cutting-edge technology allows us to scale efficiently, giving us the ability to serve larger participant bases with confidence. Offering conflict-free financial coaching to every employee is a unique and invaluable differentiator for us.
Jonathan L.
CFA, CFP®, AIF®
Portico Wealth Advisors
Testimonials
We've been extremely pleased with the knowledgeable and professional coaches that have been able to help our employees. To be able to provide our workforce with this amazing program has been a real game-changer in our benefits lineup.
Andy W.
HR Generalist
Vanicream
Testimonials
The program takes the pressure off of my HR department to have financial conversations with our employees. It even turns our employees' financial emergencies into opportunities for education and real progress.
Sonja
Director of Human Resources
Fetter Healthcare Network
Testimonials
Financial wellness is integral to our overall wellness plan. The program serves all regardless of situation, be it saving or budgeting. As a result, we've come to trust and rely on it as the foundation of our program.
Angie
Director of Benefits and Wellness
AFL Global
Testimonials
The cutting-edge technology allows us to scale efficiently, giving us the ability to serve larger participant bases with confidence. Offering conflict-free financial coaching to every employee is a unique and invaluable differentiator for us.
Jonathan L.
CFA, CFP®, AIF®
Portico Wealth Advisors
Testimonials
We've been extremely pleased with the knowledgeable and professional coaches that have been able to help our employees. To be able to provide our workforce with this amazing program has been a real game-changer in our benefits lineup.
Andy W.
HR Generalist
Vanicream
Testimonials
The program takes the pressure off of my HR department to have financial conversations with our employees. It even turns our employees' financial emergencies into opportunities for education and real progress.
Sonja
Director of Human Resources
Fetter Healthcare Network
Testimonials
Financial wellness is integral to our overall wellness plan. The program serves all regardless of situation, be it saving or budgeting. As a result, we've come to trust and rely on it as the foundation of our program.
Angie
Director of Benefits and Wellness
AFL Global
Testimonials
The cutting-edge technology allows us to scale efficiently, giving us the ability to serve larger participant bases with confidence. Offering conflict-free financial coaching to every employee is a unique and invaluable differentiator for us.
Jonathan L.
CFA, CFP®, AIF®
Portico Wealth Advisors
Testimonials
We've been extremely pleased with the knowledgeable and professional coaches that have been able to help our employees. To be able to provide our workforce with this amazing program has been a real game-changer in our benefits lineup.
Andy W.
HR Generalist
Vanicream
Testimonials
The program takes the pressure off of my HR department to have financial conversations with our employees. It even turns our employees' financial emergencies into opportunities for education and real progress.
Sonja
Director of Human Resources
Fetter Healthcare Network
Testimonials
Financial wellness is integral to our overall wellness plan. The program serves all regardless of situation, be it saving or budgeting. As a result, we've come to trust and rely on it as the foundation of our program.
Angie
Director of Benefits and Wellness
AFL Global
Testimonials
The cutting-edge technology allows us to scale efficiently, giving us the ability to serve larger participant bases with confidence. Offering conflict-free financial coaching to every employee is a unique and invaluable differentiator for us.
Jonathan L.
CFA, CFP®, AIF®
Portico Wealth Advisors
Testimonials
We've been extremely pleased with the knowledgeable and professional coaches that have been able to help our employees. To be able to provide our workforce with this amazing program has been a real game-changer in our benefits lineup.
Andy W.
HR Generalist
Vanicream
Testimonials
The program takes the pressure off of my HR department to have financial conversations with our employees. It even turns our employees' financial emergencies into opportunities for education and real progress.
Sonja
Director of Human Resources
Fetter Healthcare Network
Testimonials
Financial wellness is integral to our overall wellness plan. The program serves all regardless of situation, be it saving or budgeting. As a result, we've come to trust and rely on it as the foundation of our program.
Angie
Director of Benefits and Wellness
AFL Global
Testimonials
The cutting-edge technology allows us to scale efficiently, giving us the ability to serve larger participant bases with confidence. Offering conflict-free financial coaching to every employee is a unique and invaluable differentiator for us.
Jonathan L.
CFA, CFP®, AIF®
Portico Wealth Advisors
Testimonials
We've been extremely pleased with the knowledgeable and professional coaches that have been able to help our employees. To be able to provide our workforce with this amazing program has been a real game-changer in our benefits lineup.
Andy W.
HR Generalist
Vanicream
Testimonials
The program takes the pressure off of my HR department to have financial conversations with our employees. It even turns our employees' financial emergencies into opportunities for education and real progress.
Sonja
Director of Human Resources
Fetter Healthcare Network
Testimonials
Financial wellness is integral to our overall wellness plan. The program serves all regardless of situation, be it saving or budgeting. As a result, we've come to trust and rely on it as the foundation of our program.
Angie
Director of Benefits and Wellness
AFL Global
Testimonials
The cutting-edge technology allows us to scale efficiently, giving us the ability to serve larger participant bases with confidence. Offering conflict-free financial coaching to every employee is a unique and invaluable differentiator for us.
Jonathan L.
CFA, CFP®, AIF®
Portico Wealth Advisors
Testimonials
We've been extremely pleased with the knowledgeable and professional coaches that have been able to help our employees. To be able to provide our workforce with this amazing program has been a real game-changer in our benefits lineup.
Andy W.
HR Generalist
Vanicream
Testimonials
The program takes the pressure off of my HR department to have financial conversations with our employees. It even turns our employees' financial emergencies into opportunities for education and real progress.
Sonja
Director of Human Resources
Fetter Healthcare Network
Testimonials
Financial wellness is integral to our overall wellness plan. The program serves all regardless of situation, be it saving or budgeting. As a result, we've come to trust and rely on it as the foundation of our program.
Angie
Director of Benefits and Wellness
AFL Global
Testimonials
The cutting-edge technology allows us to scale efficiently, giving us the ability to serve larger participant bases with confidence. Offering conflict-free financial coaching to every employee is a unique and invaluable differentiator for us.
Jonathan L.
CFA, CFP®, AIF®
Portico Wealth Advisors
Testimonials
We've been extremely pleased with the knowledgeable and professional coaches that have been able to help our employees. To be able to provide our workforce with this amazing program has been a real game-changer in our benefits lineup.
Andy W.
HR Generalist
Vanicream
Testimonials
The program takes the pressure off of my HR department to have financial conversations with our employees. It even turns our employees' financial emergencies into opportunities for education and real progress.
Sonja
Director of Human Resources
Fetter Healthcare Network
Testimonials
Financial wellness is integral to our overall wellness plan. The program serves all regardless of situation, be it saving or budgeting. As a result, we've come to trust and rely on it as the foundation of our program.
Angie
Director of Benefits and Wellness
AFL Global
Testimonials
The cutting-edge technology allows us to scale efficiently, giving us the ability to serve larger participant bases with confidence. Offering conflict-free financial coaching to every employee is a unique and invaluable differentiator for us.
Jonathan L.
CFA, CFP®, AIF®
Portico Wealth Advisors
Testimonials
We've been extremely pleased with the knowledgeable and professional coaches that have been able to help our employees. To be able to provide our workforce with this amazing program has been a real game-changer in our benefits lineup.
Andy W.
HR Generalist
Vanicream
Testimonials
The program takes the pressure off of my HR department to have financial conversations with our employees. It even turns our employees' financial emergencies into opportunities for education and real progress.
Sonja
Director of Human Resources
Fetter Healthcare Network
Testimonials
Financial wellness is integral to our overall wellness plan. The program serves all regardless of situation, be it saving or budgeting. As a result, we've come to trust and rely on it as the foundation of our program.
Angie
Director of Benefits and Wellness
AFL Global
Testimonials
The cutting-edge technology allows us to scale efficiently, giving us the ability to serve larger participant bases with confidence. Offering conflict-free financial coaching to every employee is a unique and invaluable differentiator for us.
Jonathan L.
CFA, CFP®, AIF®
Portico Wealth Advisors
Testimonials
We've been extremely pleased with the knowledgeable and professional coaches that have been able to help our employees. To be able to provide our workforce with this amazing program has been a real game-changer in our benefits lineup.
Andy W.
HR Generalist
Vanicream
Testimonials
The program takes the pressure off of my HR department to have financial conversations with our employees. It even turns our employees' financial emergencies into opportunities for education and real progress.
Sonja
Director of Human Resources
Fetter Healthcare Network
Testimonials
Financial wellness is integral to our overall wellness plan. The program serves all regardless of situation, be it saving or budgeting. As a result, we've come to trust and rely on it as the foundation of our program.
Angie
Director of Benefits and Wellness
AFL Global
Testimonials
The cutting-edge technology allows us to scale efficiently, giving us the ability to serve larger participant bases with confidence. Offering conflict-free financial coaching to every employee is a unique and invaluable differentiator for us.
Jonathan L.
CFA, CFP®, AIF®
Portico Wealth Advisors
Testimonials
We've been extremely pleased with the knowledgeable and professional coaches that have been able to help our employees. To be able to provide our workforce with this amazing program has been a real game-changer in our benefits lineup.
Andy W.
HR Generalist
Vanicream
Testimonials
The program takes the pressure off of my HR department to have financial conversations with our employees. It even turns our employees' financial emergencies into opportunities for education and real progress.
Sonja
Director of Human Resources
Fetter Healthcare Network
Testimonials
Financial wellness is integral to our overall wellness plan. The program serves all regardless of situation, be it saving or budgeting. As a result, we've come to trust and rely on it as the foundation of our program.
Angie
Director of Benefits and Wellness
AFL Global
Testimonials
The cutting-edge technology allows us to scale efficiently, giving us the ability to serve larger participant bases with confidence. Offering conflict-free financial coaching to every employee is a unique and invaluable differentiator for us.
Jonathan L.
CFA, CFP®, AIF®
Portico Wealth Advisors
Testimonials
We've been extremely pleased with the knowledgeable and professional coaches that have been able to help our employees. To be able to provide our workforce with this amazing program has been a real game-changer in our benefits lineup.
Andy W.
HR Generalist
Vanicream
Bank-level security meets employee-first privacy
Bank-level
encryption
Bank-level
encryption
Read-only
access
Read-only
access
SOC 2 Type II
certified
SOC 2 Type II
certified
Privacy-first
design
Privacy-first
design
Your employer offers Finley, start using it today!
Available on iOS and Android. Connect your accounts in 2 minutes and start getting insights immediately.
Your employer offers Finley, start using it today!
Available on iOS and Android. Connect your accounts in 2 minutes and start getting insights immediately.
Your employer offers Finley, start using it today!
Available on iOS and Android. Connect your accounts in 2 minutes and start getting insights immediately.
Your employer offers Finley, start using it today!
Available on iOS and Android. Connect your accounts in 2 minutes and start getting insights immediately.
Your employer offers Finley, start using it today!
Available on iOS and Android. Connect your accounts in 2 minutes and start getting insights immediately.
Your employer offers Finley, start using it today!
Available on iOS and Android. Connect your accounts in 2 minutes and start getting insights immediately.
A product of Financial Wellness Labs, Inc
A product of Financial Wellness Labs, Inc
A product of Financial Wellness Labs, Inc