Your household finances, crystal clear

• Unlimited CSV & XLSX uploads
• Manual transaction entry
• Basic dashboard with totals
• Category tracking & pie charts
• Net worth snapshot
• Financial personality quiz
• Bank sync (Plaid)
• AI auto-categorization
• Crystal Ball Dashboard

Import your bank statements for free. Unlimited uploads, forever. No credit card needed.

• Everything in Free, plus:
• Connect 2 banks via Plaid
• AI auto-categorization
• Crystal Ball Dashboard (5 deep-dive panels)
• Spending insights & trends
• Income & expense breakdowns
• 2 household members
• HSA eligibility engine
• Card Optimizer

Automatic bank sync + AI categorization. Your Crystal Ball shows where every dollar goes.

• Everything in Seeker, plus:
• Unlimited bank connections
• HSA eligibility engine (IRS Pub 502)
• Card Optimizer (missed rewards tracking)
• Ghost Ledger (unreimbursed HSA balance)
• Spending anomaly alerts
• Cash flow prediction
• Push & email notifications
• Unlimited household members

The HSA engine alone saves $500+/year in tax-free money. Card Optimizer catches $50+/month in missed rewards. Finora pays for itself.

• Everything in Seer, plus:
• Smart Card Router (pre-purchase recommendations)
• Tax exports (Form 8889, Schedule A)
• Rental Schedule E P&L + export
• Money Meeting Mode (auto-generated agenda)
• Monthly Money Wrapped (Spotify-style)
• CPA export & sharing portal
• Priority support

The complete Crystal Ball. Tax exports save hours of CPA prep. Rental tracking replaces your Schedule E spreadsheet. Smart Card Router tells you which card before every purchase.

“I just need to see where my money goes.”

Meet Priya — she downloads bank statements monthly and wants to see where the money goes. CSV uploads are all she needs.

“Sync everything, categorize automatically.”

Meet Raj & Anita — dual income, 3 credit cards, no time to categorize transactions. They want their banks connected and spending tracked automatically.

“Find every HSA-eligible expense, every missed reward.”

Meet the Patels — HSA holders with 5 credit cards. They want to know which expenses are HSA-eligible and which card to swipe at every store. Finora saves them $600/year.

“I have rentals and a CPA. I want the full Crystal Ball.”

Meet the Krishnamurthys — rental property, complex taxes, and a CPA who expects organized data. They want Schedule E exports, Money Meeting agendas, and the full Crystal Ball.