If you want a secure app to link to your bank accounts and investments, Fina is a good general-purpose option. It has a rich set of financial connections to banks, loans and investments through Plaid, and bank-level security. Fina has customizable pages, scenario planning and an AI-powered question-answering interface. It also has security protections like AES-256 encryption and doesn't store financial account credentials. The service is available in the US and Canada and comes in two pricing tiers with a 7-day free trial.
Another good option is Canua, which offers a unified view of your financial life, tracking accounts, investments and taxes. It imports and organizes data automatically to give you a unified view. Canua includes an automated personal finance assistant, bank-level encryption and connections to more than 17,000 banks and brokerages, including cryptocurrency wallets and exchanges. It's geared for people with complex finances, with relatively low prices and a network of licensed financial experts for advice.
For more personalized advice and automated financial management, check out Timmy. The app links to your bank accounts through Plaid and processes transactions in real time. Timmy generates custom budgets and weekly to-do lists, and it offers personalized financial goals based on your spending behavior. It uses OpenAI's Language Model to learn and improve over time, so you can make more informed financial decisions.
Last, Parthean is an AI-powered financial management system that automates and simplifies financial tasks. It offers features like round-up savings, real-time spending insights and personalized financial advice. Parthean protects your data with bank-level encryption and anonymized data processing, so it's a good option for managing your money. The app offers a 1-month free trial, then a subscription-based model with different features and resources.