Give your money a mind.
Do more. Manage less.
An intelligent agent that understands your finances deeply — tracking patterns, anticipating problems, and expanding your options while you focus on life.
What it understands
The complete picture
you can't hold in your head.
You could track your money. But you can't hold all of this at once — the timing, the buffers, the commitments, the trends. The agent can.
How your money actually moves
Not just monthly totals — the exact choreography of when bills hit and when cash lands. The gap between payday and rent due. The week where three subscriptions stack up. The patterns that catch people off guard.
What you can actually absorb
Your real buffer — sized to your life, not some generic rule. Whether a $2,000 surprise would hurt or just land. How much runway you actually have before things get tight.
How much room you have to move
Fixed costs quietly box people in. The agent tracks how much of your income is already spoken for — and whether you're building freedom or slowly losing it.
Where this is all heading
Not just where you are, but the direction. Is debt shrinking or growing? Is your cushion building or eroding? Are you gaining options or losing them month over month?
This is what “managing your money” actually requires.
The agent holds it all — so you can make decisions with the full picture.
The experience
Know where you stand.
Instantly.
Open it and see your trajectory. Get a heads-up before problems become problems. Ask anything. Move confidently.
All clear
Ready to move
↑ Options growing since Oct
See your trajectory.
Not just “you're fine” — are your options expanding? Are you gaining ground? One glance tells you if you're building momentum or drifting.
A typical week
Six days advancing. One small adjustment. Back to building.
The difference
What actually changes.
After a few months, you'll notice you're further along than you expected — with less effort than before.
Decisions take weeks of spreadsheets and second-guessing
Big decisions are clear in seconds — the agent already knows your situation
Goals drift because life gets in the way
Progress happens without trying — money routes itself
Surprises derail you
Surprises get absorbed — the buffer was already there
Money takes up mental space constantly
You think about money less and make fewer mistakes
The real measure: you feel more freedom this year than last —
not because you tried harder, but because the system worked.
Bank-grade security, zero access
We use the same security standards as major banks and financial institutions.
Read-only access
We can only view your transactions. We can never move your money.
Credentials stay with Plaid
We never see your bank login. Plaid handles everything securely.
Encrypted in transit and at rest
Your data is protected using AES-256 encryption—the same standard banks use.
Delete anytime
Remove your account and all your data is permanently deleted.
Never sold
Your financial data is never sold to advertisers or third parties.
Powered by Plaid
The same tech used by Venmo & Robinhood
One plan. Because complexity is the problem.
Start free for 14 days. Cancel anytime.
Annual Plan
Just $12.42/month, billed annually
- Daily status briefings
- Weekly check-ins
- Monthly health snapshots
- AI chat for any question
- Connect all bank accounts
- Smart alerts & notifications
- Goal progress & projections
- Household member access
- Scenario modeling
Credit card required. Cancel anytime.
Questions? Answers.
Finvella is a household money operator. It watches your accounts for risk, steps in when something shifts (paycheck delayed, unexpected expense), and tells you the one move that keeps you protected. Think of it as autopilot for your household finances.
When something changes (income drops, big expense hits, timing gets tight), Finvella shifts from normal to stabilize mode. It holds discretionary, ensures bills are covered, and shows you the shortest path back to normal. Like autopilot during turbulence—it keeps you safe until conditions improve.
No. Read-only access only. We can't initiate transfers, payments, or any actions. We connect through Plaid (the same tech used by Venmo and Robinhood) and only view your transactions to give you guidance. Your money stays exactly where it is.
Most finance apps show you what happened and leave you to figure out what to do about it. Finvella tells you if you're protected or at risk and gives you the one move to stay safe. It's the difference between a rearview mirror and an autopilot system.
That's normal. Most people's data is messy. Finvella tells you what it's confident about and flags uncertainty. The picture gets clearer over time as patterns emerge. You don't need perfect data to get value—we work with what's there.
For day-to-day decisions—'Can we afford this?', 'What should we prioritize?', 'Are we at risk?'—often yes. For complex planning (estate, tax optimization, investment strategy), it complements a human advisor by giving you a clear picture of your cash flow situation.
Bank-grade security. Your credentials stay with Plaid (we never see them). All data is encrypted in transit and at rest using AES-256. We never sell your data to anyone. Delete your account anytime and all data is permanently removed.
Yes. Finvella supports household sharing. Invite family members to get their own tailored notifications about the areas they care about (groceries, household, kids) while you maintain full visibility into the household's financial status.
Still have questions? Reach out