Finally is a Canadian‑focused personal finance app that consolidates budgeting, goal planning, and investing into a single platform. Users can automatically track spending, set and prioritize goals such as debt payoff or retirement, and receive personalized, jargon‑free investment recommendations that align with their risk profile and timeline.
Funding
$50M raised to dateRaised to date based on public sources. This may differ from the amount the company actually raised and is based only on what is publicly available on the internet.
Founders
Product
Problem
Many Canadians lack a single, easy-to-use tool that combines budgeting, goal tracking, and investment guidance, leading to fragmented financial management and difficulty achieving long‑term objectives such as debt payoff, retirement, or emergency savings.
Solution
Finally provides an all‑in‑one personal finance app tailored for the Canadian market. The platform automatically aggregates bank accounts, credit cards, and investment holdings to deliver real‑time net‑worth updates. Users receive a personalized budget, visual goal‑tracking, and step‑by‑step recommendations for saving, debt reduction, and investing, all presented in clear, jargon‑free language. Automated alerts and transfers keep spending within limits and ensure contributions to goals stay on schedule. Integrated investment guidance matches recommendations to the user’s risk profile, timeline, and budget, while a unified dashboard lets users monitor all financial aspects from a single view.
Target Audience
Finally is aimed at Canadian individuals and households seeking a unified, user‑friendly solution for budgeting, goal management, and investing, from beginners to those with more advanced financial plans.
Features
- Automatic transaction import and categorization for real‑time expense tracking
- Personalized budgeting with percentage breakdowns of living, spending, saving, and debt categories
- Goal planning tool that calculates, prioritizes, and visualizes progress for any financial target
- Investment module offering jargon‑free advice and product recommendations aligned with risk tolerance and timeline
- Consolidated view of bank accounts, credit cards, and investment holdings with real‑time net‑worth calculation
- Automated transfers, bill reminders, and alerts to keep users on track with budgets and goals
- Comparative analysis of accounts to identify better interest rates and lower fees