FinSync
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FinSync
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One intelligent dashboard for every account, card, and bill. Built for Canadians who demand more from their money.
FinSync removes the manual work from managing money. One place to see your accounts, understand your spending, and stay aligned with your budget.
Stop jumping between banking apps and spreadsheets. FinSync brings all your accounts and cards into one clear dashboard so you always know where your money stands.
Chase Checking
Checking
Amex Gold
Credit
Schwab Invest
Investment
Marcus Savings
Savings
Transactions are automatically ingested and organized as they happen. No manual entry, no spreadsheets, no constant checking.
Whole Foods
Groceries
-$67.32
Just now
Spotify
Subscription
-$14.99
2m ago
Shell Station
Transport
-$48.10
18m ago
Venmo Deposit
Transfer
+$120.00
1h ago
FinSync categorizes your spending automatically so you can instantly see how much you're spending and what you're spending it on.
Make budgets easy with FinSync.
When your spending is automatically tracked and categorized, budgeting becomes something you understand at a glance, not something you constantly manage.
Your bank data belongs to you. Not us. Stop sharing your bank credentials with middlemen. FinSync uses a secure, local-first sync to categorize your live and historical transactions without ever needing your bank password. Total privacy. Zero scraping. Absolute control.
You share your bank login with third-party aggregators.
No bank login required. Ever. We never see your password.
Data can take 24-48 hours to update via polling.
Transactions sync in real time via local event detection.
Your full financial history stored on third-party servers.
Data encrypted and managed through your own sync pipeline.
Connections break when banks update their security protocols.
No fragile links to reconnect or reauthenticate.
When a transaction occurs, FinSync detects the local notification on your device. No scraping. No credentials. No polling.
Import CSVs or historical exports directly. FinSync processes the data locally to build your accurate financial baseline.
Our service-layer AI categorizes transactions while masking personally identifiable information. Your data stays private.
Transparency matters.
FinSync is designed with a privacy-first architecture. If you want to see exactly how it works, explore our technical breakdown.
The Dashboard
A bento-style overview of your financial life. No clutter. No guesswork.
Net Worth
$48,290.14
Sync
All Synced
6 accounts
This Month
$3,142
↘ 12% vs last
Recent Activity
Spotify
Subscription
-$14.99
Whole Foods
Groceries
-$67.32
Direct Deposit
Income
+$3,400
Budget Overview
Food & Dining
72%
Transport
45%
Entertainment
88%
What's inside
From daily spend tracking to recurring subscriptions - every feature you need, nothing you don't.
Daily, weekly, and monthly spend at a glance. Budget tracking, trends, and alerts on one screen.
Cross-device
Check balances, review transactions, and stay on top of budgets whether you are at your desk or out for the day.
Desktop mode
Workspace overview
+4.2%$48,290.14
Focus cards
Early Access
Join the waitlist. Vancouver launch Q2 2026. No spam - just signal.
Your data never leaves Canada.
Capcut
Other
-$227.17
Netflix.com
Entertainment
-$16.99
Transfer out
Transfer
-$20.00
Filter by merchant, category, or date and bulk edit in seconds.
Current Balance
$28,724.52
Wealthsimple Cash Mastercard
Track balances and spending per account and card in one place.
Netflix.com
Every 31 days
-$16.99
Spotify
Every 31 days
-$11.99
OpenAI · ChatGPT
Every 30 days
-$30.97
Detects subscriptions automatically and keeps schedules organized.
Set category limits and monitor progress in real-time.
Detected
$42.50
Whole Foods · Food
Capture receipts and turn them into categorized transactions quickly.
Export clean summaries in CSV/PDF for planning and taxes.
12 transactions need your attention
Flag unusual, duplicate, or unlinked transactions automatically.
Accounts
6 connected
Alerts
2 to review
Budget
On track
Recent activity
Auto-categorizedWhole Foods
-$67.32
Groceries
Direct Deposit
+$3,400
Income
Netflix
-$16.99
Entertainment
Mobile mode
Available to spend
$1,860