Break free from boring budgets
View all your accounts
Easily import your CSVs into Savi, and we'll automatically match the columns for you. No spreadsheets involved.
Transactions on Savi update in real-time as they're posted by your bank, secured through trusted providers like Plaid and Finicity.
We will never sell your data to third parties.
Personal Accounts
Major banks, credit unions, money market accounts, and CDs
Brokerage Accounts
Stocks, bonds, retirement, mutual funds, and index funds with support for vesting schedules
Crypto
All major blockchains such as Bitcoin and Ethereum
Metals
Gold, silver, and platinum
See how your spending compares globally
See how your spending stacks up against people worldwide, turning numbers into narratives of your values, choices, and lifestyle.
Achieve your goals
Your goals are more than just line items. Fuel the life you've always imagined—whether it's unlocking the door to your first home, getting out of debt for good, or flying first class. We're here to celebrate every milestone with you!
Your Security Comes First
We implement the highest standards to protect your financial data at every level.
Data Security
All data storages are protected with AES-256 bank-level encryption - your info stays safe and private.
Network Security
All communication is encrypted in transit using TLS 1.3 to block unauthorized access.
User-Only Access
We respect your privacy - your private records are never accessed nor shared by Savi Finance.
Biometric Lock
Face ID and fingerprint lock ensure that your financial dashboard is accessible to you only.
See what others love about us
Pick the right plan for you
Export your financial data anytime. No commitment required. Export your financial data anytime. No commitment required.
Pricing Plans
Free
Build better habits and track spending, all without a spreadsheet
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Sync 1 Financial Institution
You can connect all your credit, chequing and savings accounts from the same bank!
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Import CSV & PDF files
Upload CSV or PDF files to bring transactions into Savi directly without needing an external tool
- Capture receipts
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Split expenses
Split one purchase into multiple parts for cleaner categories and more accurate insights
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Create and filter transactions
Add transactions and filter views instantly to find the spending that matters
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Monthly spending limits
Set a monthly spending cap to stay on track—without spreadsheets or strict budgeting
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Life goals
Set a target amount & a start date, and Savi builds a personalized plan to hit your goal.
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Cash flow forecasting
Forecast your cash flow to spot upcoming shortfalls early and plan spending with confidence
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Spending insights
Sort your spends by categories, vendors or custom tags for better insights about your financial habits
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Sync 1 vendor to
your budgetSync 1 vendor’s order history and view net worth and budget instantly via the web extension - 1 GB of financial documents
Basic
Save time with automations, richer visuals and deeper insights
- Everything in Free
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Sync up to 2 Financial Institutions
Sync up to 2 financial institutions to keep accounts updated automatically—no manual uploads
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Spending recommendations
Get smart spending recommendations so you can cut costs where it matters and stay on track for your goals
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Sankey chart
Track your money from when you earn it to where it goes with a personalized diagram
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Transaction rules
Set rules to automatically organize repeat transactions—less manual cleanup, more consistent records
- Saved transaction filters
Save your favorite transaction filters and reapply them in one click for faster reviews- Inflation tracking
Track inflation in your projections so future goals and expenses reflect real-world price changes.- Personal runway
See how long your money will last at your current spend rate so you can adjust before you run tight- Transaction calendar
See spending and income by day in a calendar view to spot patterns and recurring charges faster- Tag transaction
Add flexible tags to transactions so you can group spending your way—by trip, project, client, or anything else- Sync 3 vendors to
your budgetSync up to 3 vendors’ order history and view net worth and budget instantly via the web extension- 5 GB of financial documents
Most PopularPro
Grow your finances together with smart recommendations and regional trends
- Everything in Basic
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Sync unlimited Financial Institutions
Sync unlimited financial institutions to see every account in one place and keep your picture up to date
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Household financial collaboration
Share finances with a household—set goals, sync transactions, and stay transparent on your terms
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Regional spending insights
Benchmark spending against local trends with regional insights—so you know what’s “normal” in your area
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Receipt to transaction
Convert receipts into transaction records to cut manual entry and keep your books accurate
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Exclusive Discord channels
Join members-only Discord channels for updates, tips, and community support as you build better money habits
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Early access to new features
Try new features before general release—so you benefit sooner and can share feedback early
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Unlimited storage
Store unlimited financial documents so your records stay complete—no cleanup, no storage caps
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Talk To Our AI Financial Coach
Chat with an AI coach for quick guidance and next steps—right when you’re making money decisions
- Coming Soon
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Market rate alerts
Get notified when market rates change so you don’t have to keep checking them yourself
- Custom visualizations
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Tax optimizations
Get proactive prompts for more tax-efficient decisions—so you keep more of what you earn
Business
Automate bookkeeping & maximize tax deductions with your accountant
- Everything in Pro
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Identify tax-deductible business expenses from personal spending
Spot tax-deductible business expenses within personal spending to separate records and simplify tax prep
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Integrations withConnect your favorite tools to reduce manual imports and keep records up to date
Stripe
PayPal
Plaid
Mercury
Ramp -
Real-Time Collaboration with your Accountant
Collaborate with your accountant in real time on the same live financial records—no file ping-pong
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Generate tax statements
Generate tax statements from your records to speed up year-end prep and reduce manual tax paperwork
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Faster bookkeeping with insights
Use insights to organize your books faster and spend less time on manual cleanup
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Payroll simplification
Streamline payroll into a repeatable workflow to cut manual work and reduce missed steps
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Add 15 employees
Add up to 15 employees so your finance workflows can scale with your team
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Invoicing system
Create and manage invoices in the same place you track the rest of your finances
- Saved transaction filters
