Achieve your next financial goal

Keep your goals on track as you spend.

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Save your receipts on the go

Break free from boring budgets

View all your accounts

Switching from Mint, Google Sheets, or Excel? keyboard_arrow_down

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.

No Ads

Free

Build better habits and track spending, all without a spreadsheet

Sync 1 Financial Institution

You can connect all your credit, chequing and savings accounts from the same bank!
Import CSV & PDF files
Capture receipts
Split expenses

Split one purchase into multiple parts for cleaner categories and more accurate insights
Create and filter transactions
Monthly spending limits
Life goals
Cash flow forecasting

Forecast your cash flow to spot upcoming shortfalls early and plan spending with confidence
Spending insights

Sort your spends by categories, vendors or custom tags for better insights about your financial habits
Sync 1 vendor to
your budget

Sync 1 vendor’s order history and view net worth and budget instantly via the web extension
1 GB of financial documents

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Best Value

Basic

Save time with automations, richer visuals and deeper insights

Everything in Free
Sync up to 2 Financial Institutions

Everything in Free
Sync up to 2 Financial Institutions

Sync up to 2 financial institutions to keep accounts updated automatically—no manual uploads
Spending recommendations

Get smart spending recommendations so you can cut costs where it matters and stay on track for your goals
Sankey chart

Track your money from when you earn it to where it goes with a personalized diagram
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
Personal runway
Transaction calendar
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 budget

Sync up to 3 vendors’ order history and view net worth and budget instantly via the web extension
5 GB of financial documents

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Pro

Grow your finances together with smart recommendations and regional trends

Everything in Basic
Sync unlimited Financial Institutions
Household financial collaboration
Regional spending insights
Receipt to transaction
Exclusive Discord channels
Early access to new features
Sync unlimited vendors to your budget

Sync your favorite vendors' order history and view net worth and budget instantly via the web extension
Unlimited storage
Talk To Our AI Financial Coach
Coming Soon
Market rate alerts
Custom visualizations
Tax optimizations

Get proactive prompts for more tax-efficient decisions—so you keep more of what you earn

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Business

Automate bookkeeping & maximize tax deductions with your accountant

Everything in Pro
Identify tax-deductible business expenses from personal spending
Integrations with

Stripe

PayPal

Plaid

Mercury

Ramp
Real-Time Collaboration with your Accountant
Generate tax statements

Generate tax statements from your records to speed up year-end prep and reduce manual tax paperwork
Faster bookkeeping with insights

Use insights to organize your books faster and spend less time on manual cleanup
Payroll simplification

Streamline payroll into a repeatable workflow to cut manual work and reduce missed steps
Add 15 employees

Add up to 15 employees so your finance workflows can scale with your team
Invoicing system

Create and manage invoices in the same place you track the rest of your finances