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Finiphi
A smart money app that connects to your bank accounts, reads your receipts using AI, and helps prepare your taxes. It works on your phone and your computer so you can manage your money from anywhere.
finiphi.com
The live Finiphi site — visit it
Outcomes
AI sorts your transactions into the right categories so you always know where your money is going
Connects to your bank for live transaction updates going back 18 months, so nothing has to be typed in by hand
Snap photos of receipts and track your mileage right from your phone, with fingerprint or face login
Inside the build
Financial Management
- Syncs with your bank in real-time so new transactions appear automatically without manual entry
- Smart budgeting tools that track spending by category and alert you when you go over budget
- Detects recurring bills from your transaction history so nothing slips through the cracks
- Cash flow forecasting shows you where your money is headed with AI-powered predictions
- Supports checking, savings, credit cards, and investment accounts all in one place
- Tracks investment portfolio performance so you can see gains and losses at a glance
- Logs business mileage automatically and calculates tax deductions for you
AI Receipt Reading
- Upload a photo of any receipt and AI extracts the details, works with photos, PDFs, and CSVs
- Custom-trained models learn to tell business expenses apart from personal spending
- The system remembers your past decisions and favorite merchants to get smarter over time
- Multiple layers of intelligence work together: your preferences first, known merchants second, AI last
Tax Preparation & Reports
- Generates tax forms automatically: Schedule C, 1099-NEC, 1065, and W-2s
- Creates financial statements (Profit & Loss, Balance Sheet, Cash Flow) that export as PDF
- Manages payroll with employee records and tax calculations built in
- Tracks 1099 contractors and generates the forms you need at tax time
- Separates business and personal expenses intelligently for mixed-use accounts
- Compare your finances month-over-month and year-over-year with visual reports
Mobile App
- Works on both iPhone and Android with a single, consistent experience
- Log in securely with Face ID or fingerprint, no passwords to remember
- Point your camera at a receipt and the data is captured instantly
- Tracks your drives automatically and logs business miles for tax deductions
- Push notifications keep you on top of budget alerts and upcoming bills