The short version
Four things that are always true.
- Read-only connections.
Anything you connect can be read, never moved. Finna cannot move money, and never holds your assets.
- Two-factor sign-in.
A second step when you sign in, a recovery contact, and a list of every device signed in to your office.
- A log you cannot edit.
Who looked at or changed what, and when. Entries are added, never edited.
- Everything exports.
Every line your household entered, in one file, on every plan, including after a downgrade.
Inside the app
You can see who has seen what.
Profile › Security shows how you sign in, every device signed in to your office, and the access log.
The log names every look and every change: the person, what they did and when. Freya’s work is in it too, so when she prepares your weekly briefing or reads a document, the entry says so.
Who sees what
Your household decides.
Your household
On the free office two adults share the record, and both see and edit everything in it. Children, parents and siblings are recorded as people, without a login.
The wider family
On Plus every generation can have its own login, and the Family Charter records who decides what. Bringing your parents in
Your advisers
Invite your attorney, CPA or banker, with access limited to what they cover. Until you invite them, advisers are listed in the record, not let into it.
Freya
Freya is Finna’s AI assistant. She works from your record to prepare your briefing and answer your questions, and every piece of her work appears in the access log.
Your data stays yours
Take it with you, any time.
Export everything in one file: the people, every valuation with its history, the details of your documents, your policy versions, your cover, the will record and the access log.
Changing plan deletes nothing. Anything a paid plan created becomes read-only and still exports. How this website handles the little it collects is on the Privacy page.
Start with your own household.
Free for your household, and read-only from the first connection.
Start for free