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The financial oracle for households

You don’t have a money problem.
You have a visibility problem.

Finora watches every account, card, and benefit your household touches — then shows you the $10,000 a year most families leave on the table, before it slips away.

Bank-level security · Plaid
No card required to start
Built in the US
02

Coming from another app? Migration takes 60 seconds.

From

Mint (shut down)

Intuit shut Mint down in October 2024. I had 8 years of categorized data and nowhere to go.

CSV import preserves your history · Plaid reconnects in 2 minutes

From

Rocket Money

Paying $5/mo so an app could remind me about subscriptions. Did nothing else useful.

Finora flags zombie subs AND finds HSA + reimbursements they miss

From

Monarch Money

Beautiful dashboards but no HSA, no card optimizer, no tax exports. Felt like Mint with new paint.

Direct CSV import · Same Plaid feed · Adds HSA + Card Router + Form 8889

03

The money you can’t see is the money you lose.

$0

The average tax-optimizing household leaves this much on the table every year — in missed HSA dollars, wrong-card swipes, and forgotten reimbursements.

View methodology + IRS 2024 source data →
Forgotten employer reimbursement$2,734
HSA-eligible expenses missed$3,180
Rewards lost to the wrong card$612 / yr
Subscriptions you forgot existed$418 / yr
04

The others track. Finora sees.

CapabilityFinoraMintRocket MoneyMonarchCopilotYNAB
HSA / FSA / DCFSA engine
Ghost Ledger forecastpartialpartial
Smart Card Router
Subscription detectionpartial
Tax exports · 8889 · Schedule E
Business trip + reimbursement
Rental property · Schedule E
Money Meeting Mode (couples)
Free tiershut down
Starts at$0 / $6.99$5 - $12$14.99$13.00$14.99
05

Everything Finora watches. Drag to explore.

Drag through 12 capabilities
FEAT—01

HSA / DCFSA Engine

IRS Pub 502 + 503 detection. Flags every eligible expense and queues one-click reimbursement. Average household recovers $3,180/yr.

FEAT—02

Ghost Ledger

Past + forecasted transactions on a single timeline. Bills, paychecks, scheduled spend — see your next 30 days before they arrive.

FEAT—03

Smart Card Router

Tells you the best card per swipe based on category + rewards rate. Worth ~$612/yr in unclaimed rewards for active 4+ card households.

FEAT—04

Subscription Tracker

4-layer detection — system DB + cadence patterns + price-change alerts + cancellation sweep. Direct cancel links to merchant billing pages.

FEAT—05

Forgotten Reimbursements

Employer, FSA, warranty, insurance claims. Money owed back to you that quietly expires unclaimed. Average household: $2,734.

FEAT—06

Crystal Ball Dashboard

5-tile view: Income · Expenses · Cards · Savings · Tax/HSA. Sparkline + delta on each. Drill into the one that needs attention today.

FEAT—07

Money Meeting Mode

The couples ritual that replaces the monthly budget fight. Wins, watches, upcoming bigs, one thing to fix — in 10 minutes.

FEAT—08

Trip Tracker

Business + personal travel with per-trip P&L. Pull receipts, map expenses to per-diem, generate reimbursement reports for HR.

FEAT—09

Rental Property

Schedule E ready. Track rental income, depreciation, §280A personal use, insurance events, repairs. CPA-grade output at tax time.

FEAT—10

Tax Engine

Form 8889 (HSA), Schedule E (rental), 1099-MISC tracking, quarterly threshold alerts. Hand to your CPA or export to TurboTax.

FEAT—11

Goals + Sinking Funds

Property tax in October, kids' college in 2030, refi in 18 months — tag transfers as goal contributions, see progress on a single board.

FEAT—12

Anomaly Alerts

Spending spike vs your 6-month average. Catches subscription price hikes, fraud, accidental double charges before your statement closes.

Three accounts, one engine
06

HSA + FSA + DCFSA Engine — your tax-free $3,180.

HSA gets the headlines, but most US households have at least one of HSA, FSA, or DCFSA — and most leak thousands a year on all three. Finora watches IRS Pub 502 (HSA + medical FSA) AND Pub 503 (DCFSA dependent care) and queues one-click reimbursement for whichever accounts you actually have.

STEP 01

Detect

Every transaction scanned against three rule sets:
HSA / FSA: pharmacy, doctor, dental, vision, therapy, lab.
LP-FSA: dental + vision (auto-detected if you have HSA + FSA).
DCFSA: daycare, preschool, day camps, after-school care, nanny.

STEP 02

Flag

Surfaces eligible expenses with the IRS rule that applies + which of your accounts can claim it. Couples get a Money Meeting summary: “$847 reimbursable this month — your call.”

STEP 03

Queue

Reimbursement queue with receipts + IRS reference + plan year. One click submits to your HSA / FSA / DCFSA admin (HealthEquity, Fidelity, WageWorks, etc).

STEP 04

File

Form 8889 (HSA) + DCFSA carryover tracking + FSA “use-it-or-lose-it” alerts. CSV for your CPA. Audit-trail receipts archived 7 years.

FINORA EXCLUSIVE
$3,180 avg/yr

in combined HSA + FSA + DCFSA tax savings the average Finora household recovers — even households with no HSA at all. No other tracking app does any of this. This single feature pays for Oracle 13x over.

07

The Ghost Ledger — your future, before it arrives.

Finora drifts tomorrow’s bills, paychecks, and forecasted spend in ahead of the NOW line — so you never get surprised by a date you could’ve seen coming.

NOW
Mar 02Paycheck · ACME Corp+$4,200.00
Mar 04Mortgage · autopay−$2,310.00
Mar 06Groceries · H-E-B−$184.22
Mar 09Pediatric visit−$102.00
Mar 12Utilities · est.−$268.00
Mar 15Paycheck · ACME Corp+$4,200.00
08

Smart Card Router — always the right card.

EVERYDAY
•••• 4821
2% groceries
TRAVEL
•••• 7390
4% dining · 3% gas
CASH BACK
•••• 1126
5% rotating

Best card right now

Travel · •••• 7390
4% back on dining beats your everyday card’s flat 1%.
+$50/mo back, automatically
09

One dashboard. Five answers.

Net worth
$0
▲ 4.2% this month
Cash flow · next 30 days
+$2,000
forecast · comfortable
Cards
0
router optimized
Savings rate
0%
on target
Tax & HSA recovered
$0
this year

Money Meeting Mode

Finora doesn’t just track money — it aligns the people spending it.

This month's wins & watches
Upcoming big expenses
Are we on track for goals?
One thing to fix this week
11

Real households. Real dollars recovered.

SAVED$4,237year one

Finora flagged a $1,800 HSA reimbursement I'd forgotten — from a dental procedure last March. Already paid for Oracle for the next decade.

SP
Sarah P. · dual-income family of 4
San Jose, CA
switched from Mint (Oct 2024)
SAVED$2,734month one

I'd forgotten my employer owed me $2,734 in conference reimbursement. Rocket Money flagged the subs. Finora flagged the bigger thing.

MP
Mark P. · senior engineer + nurse
Austin, TX
switched from Rocket Money
SAVED$1,4203 months

My wife and I had three different finance apps + a spreadsheet. Money Meeting Mode replaced our monthly 'budget fight' with a 10-min check-in.

JW
James & Won W. · couple, no kids
Seattle, WA
switched from Monarch + spreadsheet
SAVED$612rewards / yr

The card router told me I was using my 1% card at restaurants where my 4% card was sitting in my wallet. $612 of rewards I would've left on the table.

DC
Dr. Chen · dental practice owner
Frisco, TX
switched from YNAB
12

Plans that pay for themselves.

MonthlyAnnualsave up to 38%
Free
$0
forever
Start seeing your money.
  • CSV / XLSX uploads + manual entry
  • Basic dashboard + net worth
  • Category tracking
  • Financial-personality quiz
Start free
Seeker
$6.99/mo
billed monthly
Everything in Free, plus
  • 2 bank connections (Plaid)
  • AI auto-categorization
  • Crystal Ball dashboard
  • Subscription tracker · 2 members
Start free
Seer
$12.99/mo
billed monthly
Everything in Seeker, plus
  • Unlimited bank connections
  • HSA / DCFSA engine
  • Ghost Ledger · anomaly alerts
  • Money Meeting · unlimited members
Start free
Oracle
$19.99/mo
billed monthly
Everything in Seer, plus
  • Smart Card Router
  • Tax exports · Form 8889
  • Rental Schedule E · Trip Tracker
  • CPA portal · priority support
Create free account
PlanMonthlyHSA engineTax exportsFree tier
Quicken Simplifi$5.99NoNoNo
Finora Seeker$6.99Seer+OracleYes
Copilot Money$13.00NoNoNo
Finora Seer$12.99YesOracleYes
YNAB$14.99NoNoNo
Monarch Money$14.99NoNoNo
Finora Oracle$19.99Yes + DCFSAYesYes
60-day money-back guarantee on annual plans. If Finora doesn’t find at least one dollar you’d have missed, we refund every cent — no questions, no clawback of the value you got.
$5,000-$15,000
recovered by the average household in year one. One forgotten reimbursement ($2,734) already pays for a decade of Oracle. It pays for itself in month one.
Backed by infrastructure households already trust
PlaidStripeAnthropicVercelSupabase
13

Your money’s view is yours alone.

Bank-level encryption

256-bit encryption in transit and at rest. We never store your bank credentials.

Read-only by default

Connections via Plaid are read-only. Finora can see your money — it can't move it.

We don't sell data

No ads, no data brokers. Your household's finances are never the product.

Export anytime

Your data, your call. Full CSV and tax exports, delete on request — no lock-in.

Word-of-mouth gets rewarded.

Refer a household, get 3 months Oracle free. They get 3 months too. Built into the product — no codes, no friction.

3 MO ORACLE × YOU + 3 MO ORACLE × THEM
Learn about referrals →

Stop tracking money.
Start seeing it.

Free forever to start · no credit card · 60-day money-back on annual · 2 minutes to your first insight

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