Personifi Finance

Personifi Finance brings personal and business money into one clear system for self-employed people. See the money behind your work and your life without forcing everything into separate apps or spreadsheets. Connect accounts, organize transactions, understand spending, follow business performance, build budgets, and keep moving toward your goals. If you don’t run a business, Personifi gives you the same connected view for accounts, spending, budgets, goals, and net worth. PERSONAL + BUSINESS TOGETHER • Move between Personal and Business views in one product. • Organize personal, business, and transfer activity. • Connect bank, credit card, loan, and investment accounts. • Review spending, recurring activity, and cash flow. PERSONAL FINANCIAL CLARITY • See net worth across accounts, assets, and liabilities. • Build monthly budgets around real spending. • Create savings goals and follow your progress. • Keep accounts and transactions organized in one place. BUILT FOR SELF-EMPLOYED WORK • See business income, expenses, cash on hand, and net profit. • Follow profit trends and recent business activity. • Review Profit & Loss, Balance Sheet, and Cash Flow reports. • Keep business records organized for easier ongoing review. SECURITY AND PRIVACY Personifi uses token-based account connections and does not receive your bank login credentials. Personifi Finance is a financial organization tool. It does not move money, execute trades, or provide legal, tax, or investment advice. An account is required. Subscription availability and features may vary by plan.