Finwiser

Finwiser Technologies

About this app

Finwiser helps you see your complete financial picture in one place.

Connect your bank accounts securely through India's Account Aggregator framework — no passwords shared. Finwiser reads your transactions, categorizes your spending, and shows you where your money goes every month.

Key features:
• Automatic bank account sync via Account Aggregator (RBI regulated)
• Net worth tracking — mutual funds, deposits, and manual assets
• Smart transaction categorization with AI
• Monthly cash flow analysis — income, expenses, and surplus
• Financial advisor chat that helps you understand your spending
• Goal planning — set financial goals and track progress
• Portfolio health score with fund-level analysis
• Credit card statement parsing from Gmail
• Budget tracking with daily spend visibility