Roadmap

What We're Building

Transparency is one of our core values. Here's a look at where Finley is headed.

In Progress

Estate Planning Tools

Organize beneficiaries and important documents

75%

Business Account Integration

Track business finances alongside personal

60%

AI Voice Assistant

Ask Finley questions using voice commands

40%

Upcoming

International Bank Support

Connect accounts from banks worldwide

Q2 2025

Custom AI Training

Train your AI advisor on your specific financial goals

Q2 2025

Bill Negotiation

Let AI negotiate lower rates on your bills

Q3 2025

Family Financial Hub

Multi-generational family finance management

Q3 2025

Investment Recommendations

AI-powered personalized investment suggestions

Q4 2025

Real Estate Tracking

Track property values and rental income

Q4 2025

Recently Shipped

AI-Powered Budget Recommendations

Smart spending insights based on your habits

Q4 2024

Tax-Loss Harvesting

Automated tax optimization for investment portfolios

Q4 2024

Joint Account Support

Manage finances with your partner seamlessly

Q3 2024

Crypto Portfolio Tracking

Track Bitcoin, Ethereum, and 100+ cryptocurrencies

Q3 2024

Exploring

Ideas we're researching but haven't committed to yet.

Alternative investment tracking (art, collectibles, wine) Financial advisor marketplace Credit score improvement tools Insurance optimization recommendations Charitable giving optimization

Have a feature idea?

We'd love to hear what would make Finley more useful for you.

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