Bank.
Your money, every account, one place.
Your day-to-day money workspace. Connect every account, see balances, move money, pay bills, watch your budget. Distinct from Finance (which is for markets and portfolios) — Bank is for the income, the bills, the transfers, the budgets. Read-only by default, never on-sells your data.
Your money, every account, in one workspace.
Bank is the day-to-day money workspace. It is different from Finance — Finance is for markets, portfolios and modelling; Bank is for the income, the bills, the transfers, the budgets. One place to see where money is, where it's going, and what's about to be due.
Connect chequing, savings, credit cards, investment accounts. Balances and transactions stay current automatically — read-only by default, so nothing can be moved without your explicit consent.
One-off transfers, recurring transfers, scheduled payments — all from inside Bank. Set up a $400 transfer to Savings every payday and forget about it.
See every recurring bill on one calendar, get reminders before they hit, auto-pay the ones you trust. Spot the subscription you forgot about three months ago.
Budgets calibrate to how you actually spend — not a clean number you set once and ignore. Nudges before you overshoot, not guilt trips after. "Dining is on track to overshoot by $18" is more useful than "you spent too much".
Read-only by default, never on-sold. Bank connections start read-only — Bank can see your balances and transactions but can't move money until you explicitly grant write access for a specific account. Your financial data is never sold or shared with third-party advertisers.
Three accounts, a transfer, budgets keeping up.
A scripted walk-through — three connected accounts, a $400 transfer from Checking to Savings, the transaction feed picking up the new entry, and a budget nudge showing dining is on track to overshoot. The live workspace will land at bank.askfinz.ai.
- Cedar BankChecking$4,280
- Cedar BankSavings$12,450
- Maple CreditCredit-$1,180
- Local marketGroceries · Checking · Today$64.20
- Salary · AprIncome · Checking · Yesterday+$4200.00
- Coffee shopDining · Checking · Yesterday$6.40
- Subscription · TVBills · Credit · 2d$14.99
- Local dinerDining · Checking · 3d$28.50
- Groceries$318 / $600
- Dining$192 / $250
- Subs$58 / $80
What we're building next.
Honest scope for Bank. These are the surfaces we're actively designing — they go live as we build them, not on a marketing schedule.
- Connect bank, credit and investment accounts in one place — balances and transactions kept current automatically
- Move money between accounts, set up recurring transfers, schedule one-off payments — opt-in write access per account
- Pay bills from inside the workspace — track due dates, automate the routine ones, snooze the ones in dispute
- Budgets that learn — calibrated to how you actually spend, with nudges before you overshoot
- Plain-English statements and alerts — no banking jargon, no notifications you didn't ask for
- Categorisation you can correct once — re-categorise a merchant and Bank learns it forever
- Tax-time summary — annual roll-ups by category, exportable in formats your accountant accepts
Where Bank runs.
One account, many surfaces. Bank is reachable from the surfaces lit below. Sign in once, pick up where you left off — your threads, files and history follow you across every surface.
People who want a clear picture of income, bills and budgets across every bank account will be able to connect them all, move money and pay bills from one workspace. Bank is on the roadmap, is read-only by default and will never sell your financial data.
Read the guide: Manage all your accounts in one placeSee also — other vertical workspaces.
Bank shares one login, one memory and one model layer with every other workspace under askfinz.ai.
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