Features Overview

Explore all of Finn's features designed to help you understand and improve your financial life through AI-powered insights and communication.

Core Features

FeatureDescriptionStatusLink
Finn AIAI-powered conversation assistants. Orchestration to skill-specific agents to handle your financial life with ease.✅ AvailableLearn More
TextingText messaging-based financial insights and conversations through SMS and iMessage✅ AvailableLearn More
iMessageNative iMessage interaction with Finn - reply, react, and discuss finances naturally✅ AvailableLearn More
Financial AccountsSecurely connect your bank accounts, credit cards, and investment accounts for comprehensive financial insights✅ AvailableLearn More
TransactionsTrack, query, and analyze your financial transactions✅ AvailableLearn More
GraphingAI can auto-generate graphs on request to help you better visualize your finances✅ AvailableLearn More
GoalsAI-powered recognition of your financial goals and personalized guidance to achieve them✅ AvailableLearn More
CashflowDaily Round Up text and monthly summary of your financial health✅ AvailableLearn More

Smart Alerts (Rules Engine)

Finn's Rules Engine lets you create customizable alerts to stay on top of your finances without constant checking.

Alert TypeDescriptionStatusLink
Low Balance WarningGet notified when any checking account drops below your set threshold✅ AvailableLearn More
Large Purchase AlertReceive alerts when purchases exceed your configured amount (e.g., $200+)✅ AvailableLearn More
New Subscription FoundAutomatic detection and notification when new recurring subscriptions are detected✅ AvailableLearn More
Income ArrivedGet notified when paychecks or deposits hit your account✅ AvailableLearn More
Merchant AlertsSet up alerts for specific merchants (e.g., "notify me for any Amazon purchase over $50")✅ AvailableLearn More
Custom RulesCreate personalized alert rules via natural language (e.g., "notify me when...")✅ AvailableLearn More

Coming Soon

FeatureDescriptionStatus
Fraud DetectionReal-time alerts for suspicious transactions and potential fraud🚧 Coming Soon
Instant NotificationsReal-time transaction notifications as they happen🚧 Coming Soon
Returns TrackingAutomated notifications when refunds and returns post to your account🚧 Coming Soon

Learn more about each feature by clicking the links above, or check out our Getting Started guide to begin using Finn today.

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