General Questions
Unlike simple expense trackers, FinVista combines strategic budget allocation with certified financial consulting. We do not just record where your money went; we provide a proactive roadmap for where it should go. Our platform integrates personalized coaching sessions to help you understand the 'why' behind every financial decision, fostering long-term literacy rather than short-term tracking.
Yes, FinVista offers specialized tiers for small business owners. Our services include:
- Business expense categorization and tax preparation reports.
- Cash flow forecasting to manage operational costs.
- Payroll budget allocation strategies.
- Quarterly financial health reviews with a dedicated consultant.
Your initial 30-minute consultation is completely free and carries no obligation. During this session, we review your current financial standing, identify your primary goals (such as debt reduction, saving for a home, or retirement planning), and outline how FinVista's methodology can be applied to your specific situation.
Pricing & Plans
We accept all major credit cards including Visa, Mastercard, and American Express. We also support payments via PayPal and direct bank transfers for annual enterprise subscriptions. All payments are processed securely through SSL-encrypted gateways.
Absolutely. You can upgrade or downgrade your plan at any time from your account settings. If you upgrade, you will be charged a prorated amount for the remainder of your billing cycle. If you downgrade, the credit will be applied to your future bills.
Yes, we offer a 14-day money-back guarantee for all new monthly subscriptions. If you are not satisfied with our service within the first two weeks, contact our support team for a full refund, no questions asked. Annual plans are eligible for a prorated refund within the first 30 days.
Security & Privacy
Security is our top priority. We employ bank-level AES-256 encryption for data at rest and TLS 1.3 for data in transit. Our systems undergo regular third-party penetration testing to ensure vulnerability gaps are closed. We never sell your personal data to third parties.
No. We use "read-only" API connections through trusted financial aggregators like Plaid. This allows FinVista to import your transaction history and balances for analysis, but we do not have the ability to move money, make transfers, or make payments on your behalf.
Technical Support
FinVista is a cloud-based platform accessible via any modern web browser (Chrome, Firefox, Safari, Edge). We also offer native mobile applications for both iOS and Android devices, allowing you to track your budget and scan receipts on the go.