Frequently Asked Questions

Fingro is an AI-powered personal wealth management platform. It gives you complete clarity over your finances — net worth, cash flow, taxes, goals, and more — with WelX, your personal financial AI companion.

WelX is Fingro's AI companion. Think of it as a knowledgeable financial assistant that understands your complete financial picture and can answer questions, surface opportunities, and suggest actions — available 24/7.

Fingro is designed for individuals, couples, families, and business owners who want a clear, intelligent view of their financial life. It's especially powerful for people with complex finances — multiple accounts, business entities, real estate, and investments.

Yes. Fingro uses bank-level encryption (AES-256), runs on AWS infrastructure, and follows SOC 2 security practices. All data is encrypted at rest and in transit. We never sell your data.

Fingro uses Plaid, a trusted financial data platform used by thousands of apps, to securely connect to your bank accounts, brokerages, and financial institutions. Your login credentials are never stored by Fingro.

Absolutely. Fingro is designed to work WITH your CPA, not replace them. Your CPA gets a shared view of your financial data, making your relationship more productive and your advice more informed.

Only with your explicit permission. You control exactly what your CPA can access, and you can revoke access at any time.

Thousands of banks, brokerages, retirement accounts, credit cards, loans, and mortgage providers across the US. If your bank works with Plaid, it works with Fingro.

Yes. The Business and Premier tiers support LLCs, S-Corps, C-Corps, Partnerships, and Trusts with dedicated cross-entity analytics and reporting.

Income statements, balance sheets, cash flow statements, personal financial statements (PFS), debt schedules, and investment schedules. All exportable as PDF or CSV, and saveable to your Document Vault.