FinoGet startedAccount Sync
Every account,
always current.
Connect 10,000+ financial institutions directly. Tag accounts as personal or business, set credit card due dates with reminders, and keep every balance current — automatically.
What you can connect
One sync, every account type.
Bank accounts
Chequing, savings, HELOCs, lines of credit. Pull real-time balances and months of transaction history from the moment you connect.
- Real-time balances
- Transaction history
- Multi-account grouping
Credit cards
Visa, Mastercard, Amex. Track balances, set due dates per card, and get notified before each billing cycle closes so you never pay a late fee.
- Due date alerts
- Statement period tracking
- Business or personal tag
Investments & retirement
RRSP, TFSA, FHSA, brokerage, and pension accounts. Their values sit alongside your other accounts so net worth stays accurate.
- Account value tracking
- Currency conversion
- Net worth integration
Manual accounts
Add cash, real estate value, or any offline asset that doesn't support a direct link. Your full net worth in one view regardless.
- Manual balance entry
- Any asset or liability type
- Included in net worth
Tag every account for cleaner reporting
Mark each account as Personal, Business, or Joint. Dashboards, label reports, and cashflow views can then separate contexts automatically — so tax prep and expense tracking stay distinct without extra work.
- Personal and business totals shown separately
- Business label reports for tax season
- Joint account tracking
- Switch tags anytime — history updates
How it works
Connected in minutes,
current from day one.
Choose your institution
Search 10,000+ banks, credit unions, and investment providers. Select yours and authorize the secure connection.
Accounts and history sync
Fino imports your accounts, current balances, and available transaction history — often months back from day one.
Tag and configure
Mark accounts as personal, business, or joint. Set credit card due dates. Group accounts the way you think about them.
Stays current automatically
New transactions sync automatically. Refresh manually anytime. Connection health is monitored so you know if anything needs attention.
Move from scattered to sorted