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.

Connect to 15,000+ institutions with bank grade 256-bit encryption.keyboard_arrow_down

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.

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.

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Free

$0 USD

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
Upload CSV or PDF files to bring transactions into Savi directly without needing an external tool
Capture receipts
Split expenses
Split one purchase into multiple parts for cleaner categories and more accurate insights
Create and filter transactions
Add transactions and filter views instantly to find the spending that matters
Monthly spending limits
Set a monthly spending cap to stay on track—without spreadsheets or strict budgeting
Life goals
Set a target amount & a start date, and Savi builds a personalized plan to hit your goal.
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

No credit card requiredTry for Freechevron_right

Best Value

Basic

$2.50 USD$2.99/mo

Save time with automations, richer visuals and deeper insights

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

Go Basicchevron_right

Pro

$6.67 USD$7.99/mo

Grow your finances together with smart recommendations and regional trends

Everything in Basic
Sync unlimited Financial Institutions
Sync unlimited financial institutions to see every account in one place and keep your picture up to date
Household financial collaboration
Share finances with a household—set goals, sync transactions, and stay transparent on your terms
Regional spending insights
Benchmark spending against local trends with regional insights—so you know what’s “normal” in your area
Receipt to transaction
Convert receipts into transaction records to cut manual entry and keep your books accurate
Exclusive Discord channels
Join members-only Discord channels for updates, tips, and community support as you build better money habits
Early access to new features
Try new features before general release—so you benefit sooner and can share feedback early
Unlimited storage
Store unlimited financial documents so your records stay complete—no cleanup, no storage caps
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
Market rate alerts
Get notified when market rates change so you don’t have to keep checking them yourself
Custom visualizations
Tax optimizations
Get proactive prompts for more tax-efficient decisions—so you keep more of what you earn

Go Prochevron_right

Business

$51.99 USD$59.99/mo

Automate bookkeeping & maximize tax deductions with your accountant

Everything in Pro
Identify tax-deductible business expenses from personal spending
Spot tax-deductible business expenses within personal spending to separate records and simplify tax prep
Integrations with
Connect 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
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