Your money, finally making sense.

Finley connects to your accounts, automatically makes sense of your spending, and coaches you — through real conversation — toward your goals.

3-Step Process

Getting started takes 2 minutes

Download the Finley app

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.

See Finley in Action

Automatic analysis

Connects your accounts, reads transaction history, & surfaces insights

Predictive coaching

Optimize benefits

24/7 personal support

Automatic analysis

Connects your accounts, reads transaction history, & surfaces insights

Predictive coaching

Optimize benefits

24/7 personal support

Automatic analysis

Connects your 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

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