Your Finances. Finally Clear.

Track every balance, bill, and subscription across all your accounts. Then let AI tell you what you're missing.

Link your banks or upload statements. Nexafin finds recurring charges, tracks net worth, and gives you the full picture — no spreadsheets required.

Nexafin dashboard showing all account balances

Start Free Trial → ⚡ View AI Setup

30-day free trial · No bank linking required · Cancel anytime

Connect accounts or upload statements · Read-only access

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Everything you need to see clearly

Connect your banks or upload statements. Nexafin organizes everything automatically.

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All your accounts, one view

Bank accounts, credit cards, investments, crypto — see every balance and track net worth in a single dashboard.

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Bills & subscriptions, auto-detected

Nexafin finds recurring charges automatically. See what's due, what's overdue, and what you forgot about.

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Import anything

Upload CSV or PDF bank statements. Nexafin auto-detects accounts and categorizes transactions instantly.

Then ask AI anything about your money

Connect to Claude, ChatGPT, or any AI assistant and ask real questions with real data.

AI calculating safe spending amount from real financial data

"How much can I safely spend this month?"

AI listing active subscriptions from financial data

"What subscriptions am I paying for?"

AI identifying financial risks and patterns

"Is anything risky in my finances?"

See how to connect AI →

How it works

Connect your accounts

Link banks via Plaid or upload CSV/PDF statements. Works with 12,000+ financial institutions.

See your full financial picture

Dashboard, bills, subscriptions, net worth, spending trends — all organized automatically.

Ask AI to go deeper

Optional superpower: connect Claude or ChatGPT and ask real money questions with your actual data.

Your data stays yours

Connect to 12,000+ financial institutions through secure, encrypted APIs. We never move money or store your banking credentials.

Bank-Level Encryption

256-bit AES encryption protects your data in transit and at rest — the same standard used by major financial institutions.

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Read-Only Access

Nexafin can view your data but never move money or change accounts. AI integrations are read-only too.

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Secure Connections

All connections use secure APIs and OAuth 2.1 protocols. We never store your banking credentials or login information.

Simple, transparent pricing

Start with a free trial. No setup fees, no hidden costs. Cancel anytime.

Best Value

$6 .67/month

Billed annually at $79.99

Save 33% compared to monthly

check_circle Connect unlimited accounts

check_circle Auto-categorize transactions

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check_circle Track bills & subscriptions

check_circle Mobile & web access

check_circle Export data anytime

Start Free Trial

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Try Nexafin risk-free for 30 days. Cancel anytime during your trial period.

Ready to get started?

Connect your accounts, see the full picture, and optionally supercharge it with AI. Free for 30 days.

Start Free Trial

30-day free trial · Cancel anytime

Ready to get started?

30-day free trial · Cancel anytime

Start Free Trial