Your spreadsheet is lying to you.
(It's not personal.)
Manual tracking breaks down the moment your finances get interesting. Stale data, formula errors, zero intelligence, and no way to share with your CPA securely.
Manual updates
The spreadsheet problem
You copy-paste balances from bank websites. One missed update and your numbers are wrong.
The Fingro solution
Fingro connects directly to your accounts. Balances, transactions, and holdings update automatically.
Stale data
The spreadsheet problem
By the time you update your spreadsheet, the data is already days or weeks old.
The Fingro solution
Real-time syncing. Your net worth, cash flow, and spending intelligence are always current.
No intelligence
The spreadsheet problem
A spreadsheet stores numbers. It doesn't tell you what they mean or what to do about them.
The Fingro solution
WelX analyzes your finances 24/7 — surfacing opportunities, risks, and personalized actions.
No CPA sharing
The spreadsheet problem
Emailing spreadsheets to your CPA is insecure, clunky, and creates version chaos.
The Fingro solution
Built-in CPA dashboard with permissioned access. Your CPA sees what you allow, in real time.
Formula errors
The spreadsheet problem
One broken formula, one wrong cell reference, and your entire financial picture is off.
The Fingro solution
Bank-ready financial reports generated automatically — PFS, income statements, balance sheets, debt schedules.
Time spent per month
Data entry, reconciliation, formula maintenance, and report generation.
Your Spreadsheet
8–12
hours per month
- Logging into every account
- Copy-pasting balances
- Categorizing transactions
- Fixing broken formulas
- Building charts manually
Fingro
~0
hours per month
- Accounts sync automatically
- Balances always current
- AI-powered categorization
- Reports generated instantly
- WelX surfaces insights proactively
Common Questions
You don't need to. Fingro connects to your bank accounts, brokerages, and financial institutions directly through Plaid. Your account balances, transactions, and holdings are pulled in automatically.
Fingro gives you more control, not less. You can see every transaction, every balance, every metric — and export everything as PDF or CSV anytime. The difference is you don't have to maintain it manually.
Fingro works for every level of financial complexity. Even for basic tracking, you'll save 8-12 hours per month of manual data entry and get AI-powered insights you'd never get from a spreadsheet.