Finclir brings your bank accounts, investments, pensions, insurance, and real estate into one private dashboard — synced automatically, explained in plain language.
Connect your banks and credit cards once via regulated Open Banking — balances and transactions update themselves from then on.
Ask plain questions about your finances and get real answers grounded in your actual data — not generic advice.
Form 1301 organized and pre-filled from your real documents — a worksheet that keeps your filing accurate, not a black box.
See exactly which fees you pay across every bank, card, and fund — and how that compares to what you should be paying.
A transparent 300–850 household score built from your own records, with a plain explanation of every factor and a printable report.
Track funds, policies, mortgages and real estate next to your bank accounts, and compare pension funds against the market.
Link banks and cards through Open Banking, or upload statements and documents.
Everything is categorized, converted and explained in one consistent view.
Spot excess fees, rebalance, prepare your tax filing and share reports with confidence.
Bank-grade encryption, regulated Open Banking access, and a strict per-request security policy — read more on our Security & Privacy page.
Open Banking credentials are encrypted at rest (AES-256-GCM) and only decrypted on the server to run a sync.
Passwords are hashed with bcrypt. Nobody with database access can read yours back.
Every account is isolated server-side and every request is checked against your signed-in session.
Uploads are stored privately and served only after checking that you own the document.
Start with a 30-day free trial of everything. No credit card required to explore.