FinanceOS
Financial management web application
Organize accounts, cards, investments, liabilities, transactions, statements, invoices, tax records, insurance, property information, and private financial documents in one secure application.
Google sign-in authenticates your identity using your basic profile details. FinanceOS does not request access to Gmail, Google Drive, contacts, or calendars.
Read the FinanceOS Privacy PolicyFinanceOS overview
FinanceOS brings accounts, transactions, investments, real-world assets, liabilities, statements, invoices, planning, insurance, and taxes into one reviewed financial system—for individuals, clients, accountants, and finance teams.
Your financial system
One picture, every record
Consolidated overview
Assets − liabilities
Cash flow
Money
Allocation
Wealth
Actions
Insights
Accounts
Banks & cards
Assets
Listed & real
Documents
Parse & review
Planning
Goals & tax
Complete overview
Net worth, cash flow, allocation, and recent activity
Human-reviewed AI
Extraction and insights with explicit acceptance
Private documents
Source files remain connected to their records
Flexible access
Personal, client, accountant, and admin workflows
The complete platform
FinanceOS is organized around the way financial information actually connects: transactions come from accounts, documents support transactions and assets, liabilities reduce net worth, and reviewed records power planning and compliance.
Money & records
Build a reliable ledger from bank and card activity, then keep the documents and context behind every line item close at hand.
Wealth & net worth
Track market holdings alongside property, precious assets, vehicles, private companies, and the debt attached to them.
Planning & compliance
Use actual financial activity to plan spending, follow goals, organize coverage, and prepare evidence for tax work.
Intelligence & access
Extract useful structure from private documents, keep people in the right workspace, and retain human control over acceptance.
What you can track
Follow daily money movement, market portfolios, long-lived assets, debt, protection, and compliance records without splitting your financial life across unrelated tools.
Balances and cash flow
Outstanding and utilization
Categories, comments, exports
Private imports and review
India, US, and mutual funds
Ownership, loans, and equity
Gold, silver, diamonds, others
Value, finance, and documents
Capital, ownership, valuation
Loans and repayment schedules
Life and vehicle policies
Years, evidence, and requests
Review-first workflows
FinanceOS uses AI where it can reduce manual effort, while keeping important financial changes visible and deliberate.
Upload a bank or credit-card statement. FinanceOS structures the rows, surfaces them for review, and changes the ledger only after acceptance.
Ask FinanceOS to analyze a supported private file, then review summaries, facts, risks, and follow-up actions without losing the source record.
Combine cash, investments, alternative assets, cards, and loans into net worth, allocation, cash-flow, and planning views.
Workspaces & collaboration
The same platform supports private personal use and structured client collaboration, with a clear boundary around every workspace.
Keep your own financial records, private files, preferences, and notifications together under one authenticated identity.
Separate each client into an isolated workspace so accounts, assets, documents, and team access never mix.
Invite an accountant to collaborate on financial records and tax evidence without sharing your sign-in credentials.
Authorized administrators can create clients, assign users, and manage access while regular users stay inside their permitted workspace.
Google sign-in data use
Google sign-in is used only to authenticate your identity. It does not give FinanceOS access to your Google services or financial information.
Data requested
FinanceOS requests the standard openid, email, and profile permissions. Google provides your account identifier, name, email address, and profile image.
Purpose
This information is used to sign you in, create or locate your FinanceOS account, display your account identity, maintain a secure session, and apply the correct personal or client workspace permissions.
Not requested
FinanceOS does not request access to Gmail, Google Drive, contacts, calendars, payments, or other Google service content. It never receives your Google password or banking credentials.
Financial data is separate from Google sign-in.
Accounts, transactions, statements, invoices, and documents enter FinanceOS only when you or an authorized workspace member choose to add or upload them. Review collection, use, retention, providers, and deletion choices in the Privacy Policy.
Google sign-in authenticates your identity and provides basic profile information such as your name, email address, profile image, and account identifier. FinanceOS uses this to secure sessions and apply the correct workspace role.
FinanceOS does not request access to Gmail, Google Drive, contacts, calendars, or banking information. Financial records enter the platform only when you choose to add or upload them.
Privacy by design
FinanceOS uses authenticated, role-based access and private document storage. Relevant document content is processed by AI only when you invoke an AI-assisted feature. FinanceOS does not sell personal or financial information or use it for third-party advertising.
Private source files
Documents remain protected and scoped to their workspace.
Role-based access
People see only the workspaces and controls assigned to them.
Explicit review
Parsed financial rows remain reviewable before acceptance.
Auditable actions
Important record and access changes retain an activity trail.
Platform questions
You add accounts, holdings, assets, and liabilities directly, or upload supported statements and private documents when you choose. FinanceOS does not request access to your email, contacts, Google Drive, calendars, or banking credentials.
AI-assisted features extract and organize information for review. Statement transactions remain pending until accepted, and workflows that promote detected data into structured financial records keep verification and acceptance explicit.
Yes. A personal workspace supports individual record-keeping, while isolated client workspaces, accountant collaboration, tax evidence requests, and restricted admin tools support professional account-management workflows.
FinanceOS tracks Indian and US equity holdings, including NSE, BSE, and NASDAQ, plus Indian mutual funds. Financial records support INR and USD where applicable, with an exchange rate used for the consolidated INR overview.
Start with an account, a portfolio, an asset, or a statement. FinanceOS connects each record to the complete financial view as your workspace grows.
Sign in to FinanceOS