Help center
Step-by-step guides to set up Finvot and get the most out of your automated finances.
Start Here
What is Finvot?Learn how Finvot works and what you can automate.StartAutomate Your Tracking
Email forwardingConnect your email so Finvot logs your bank transactions automatically.StartConnect your email (Outlook)Create a forwarding rule in Outlook web for your bank alerts.OpenConnect your email (Gmail)Confirm forwarding and create a filter in Gmail for your bank emails.OpenConnect Apple Pay (iOS)Every Apple Pay payment lands in Finvot through a shortcut.OpenSMS shortcut (iOS)Turn your bank SMS messages into transactions with a shortcut.OpenLog expenses via WhatsAppLink your number and log expenses by sending a message.Open
Make Finvot Yours
Custom categoriesCreate your categories and subcategories and teach the AI to use them.StartManage Your Money
BudgetsSet limits on your spending and goals for your income, with alerts.StartTrips (Trip Mode)Plan a trip’s expenses separately and turn it on so they log themselves.OpenTransactionsBrowse, edit, split, and transfer — everything about your transactions.OpenMoney owed to youMark what you lent, see how much you are owed, and log payments.OpenRecurring & subscriptionsSchedule repeating transactions and detect your subscriptions.OpenAccounts & net worthYour accounts, assets, and debts — and your real net worth.OpenAI assistantAsk your finances anything and get reports with insights.Open