YOUR MONEY, WITH A HELPFUL FRIEND
See the whole picture.
Plan the next move.
Accounts, cards, transactions, investments, and forecasts become one calm workspace your household or team can understand.
Recurring costs are steady and projected month-end cash remains positive.
Representative preview · fictional data
One clear home for
BUILT FOR REAL LIFE
Less spreadsheet work. More confidence about what happened and what comes next.
One living dashboard
Balances, card amounts due, income, spending, recurring expenses, and unusual activity together.
Past and future cash flow
Compare income and expenses, inspect every bar, and build date-based forecasts.
Your categories improve
Correct a merchant once and carry that choice into future tables, reports, and charts.
CONNECT WITHOUT GIVING US YOUR BANK PASSWORD
Your bank sign-in happens with Plaid.
You choose your institution and authenticate inside Plaid or your bank’s OAuth page. Financial BFF does not receive or store your bank username or password.
See exactly how connections work →Only a workspace administrator can begin.
Your credentials stay outside Financial BFF.
The resulting token is encrypted for your workspace.
Protected in layersSECURITY IS A SYSTEM, NOT A SLOGAN
Identity, data, infrastructure, and recovery receive separate controls.
Mandatory authenticator MFA, strong passwords, encrypted storage, tenant database rules, WAF protection, audit trails, private origins, monitoring, and protected backups reduce risk in layers.
No online service can promise zero risk. We explain what we protect, what Plaid handles, and what users must do.
Read the security overview