Real-time financial clarity for builders who do not have time to track spreadsheets.
Net Worth
$42,891
↑ 2.8% this monthChecking
$3,412
Savings
$8,670
Investments
$30,809
Real accounts
Linked read-only via Plaid — it can never move your money.
No homework
No spreadsheet upkeep. Balances and transactions sync themselves.
Straight talk
Advice that respects your time. No budgeting lectures.
Works with the banks you already use
the problem
Most tools make managing money harder, not easier. Here is what is really going on.
“You spent $5.23 on coffee! Cut back to hit your budget.”
Your subscriptions are your biggest leak — $142/mo across 7 services. Two look unused.
How it works
Set up takes less time than your morning coffee.
STEP 01
Link your bank via Plaid. Read-only, zero risk.
Chase · Checking
••4021
Fidelity · Investments
••9930
Read-only — SharkFin can never move your money
STEP 02
SharkFin analyzes every account, transaction, and subscription in seconds.
Analyzing
STEP 03
See exactly where you stand, what is leaking cash, and what to fix next.
Features
Smart analysis that explains your spending in plain language — advice, not alerts.
Net worth
sample$42,891
↑ 2.8% this month
Checking
$3,412
Savings
$8,670
Invest.
$30,809
One number that tells the real story, updated automatically.
Subscriptions
$142/mo2 of 7 services unused in 60+ days
Find every subscription you forgot about — and the ones quietly costing you the most.
This month
See when your next paycheck lands and what is heading out before it does.
Car down payment
64%$3,200 saved of $5,000 · 3 months to go
Track down payments, savings goals, and fund your dreams.
Rent due in 3 days
$1,450 · auto-pays on the 1st
After rent
$2,120
Extra room this month
$280
Know when rent hits, how much is left, and if you can afford that extra meal out.
Pricing
Accounts, syncs, and insights are unlimited and free. Pay only for automatic property values.
$0 forever
Paid plans are added in-app after signing up — no card is collected at signup.
FAQ
Absolutely. SharkFin uses Plaid, the same platform banks themselves use. We get read-only access only -- we can see your balances and transactions, but we can never move your money. Tokens are stored server-side and never leave the server.
Everything. Unlimited linked accounts, full transaction history, automatic syncing every 6 hours, AI insights, goals, and the cancel-list -- all free, with no credit card. The only paid feature is automatic property-value refresh via RentCast.
Basic ($5/mo) adds automatic property-value refresh (RentCast). Premium ($15/mo) adds priority support on top. Nothing else is paywalled -- accounts, syncs, insights, and history are unlimited on the free plan.
Most US banks, credit cards, and investment accounts via Plaid. You can also enter account values manually if you prefer.
The AI analyzes your transactions and generates plain-language insights -- like "You have been spending more on subscriptions than usual this month." Think advice, not alerts, and never investment advice.
Of course. No contracts, no penalties. If you cancel a paid plan you keep access until the end of your billing period -- and every other feature stays free.
One calm view of everything — in, out, and what to fix. Set up takes two minutes.
Start free — no card requiredNo credit card. No trial countdown. Just your money, in one place.