FinWell gives individuals, employers, debt counsellors, and financial advisors a powerful AI tool that reads real financial documents and delivers personalised, actionable advice.
Upload your bank statements, payslips, and loan documents. Get a personalised budget, debt reduction plan, and savings strategy based on your real numbers — not generic tips.
Offer financial wellness as an employee benefit. Reduce financial stress in your workforce, improve productivity, and support employees with a tool they'll actually use.
Streamline your client intake process. FinWell reads uploaded documents, builds a complete financial picture, and gives you a head start on every client consultation.
White-label FinWell for your clients. Add your branding and embed a powerful AI financial wellness tool into your existing service offering without building from scratch.
Upload real documents and get advice grounded in actual numbers — not generic tips. FinWell reads, analyses, and advises in minutes.
Upload bank statements, payslips, bond agreements, vehicle finance, retail accounts, and investment statements. FinWell extracts every figure automatically.
Calculate exact interest savings and years saved by making extra payments. Compare bond vs investment returns with real numbers.
Build a real monthly budget based on actual income and spending patterns — not a template. Identify exactly where money is going and where to cut.
Avalanche vs snowball method analysis. Credit cards, retail accounts, vehicle finance, personal loans — prioritised repayment strategy for every debt.
Upload both partners' documents for combined budgeting advice. Ideal for households managing shared bonds, expenses, and financial goals together.
Prime rate, TFSA limits, SARS tax brackets, transfer duties, NCA protections, debt counselling, FSCA guidelines — built specifically for SA financial context.
Enter your access password to get started. Your data is processed securely and never stored on any server.
Answer 3 quick questions — individual or couple, your main financial goal, and any context not in your documents.
Drag and drop your bank statements, payslips, bond, vehicle finance, and any other financial documents.
Receive a clear, personalised financial plan based on your real numbers. Ask follow-up questions in plain language.
Upload your documents and get personalised advice in minutes. Your data goes directly to the AI — nothing is stored on any server.
Personalised financial wellness guidance
Need a personal financial plan? Start today. Want to offer your clients a powerful financial wellness tool? FinWell is ready to work for you.
Try FinWell free