Wellthplan Docs
Documentation for Wellthplan and Finn — your AI-powered financial assistant.
About Finn
Finn is an AI-powered financial assistant that helps people achieve financial health through the simple principle of positive cashflow.
We believe that financial wellness starts with one fundamental truth: spend less than you make. While this sounds simple, most people struggle to implement it consistently. That's where Finn comes in.
Finn lives in the Wellthplan app and in your text messages. Connect your bank accounts, ask questions about your money in plain language, set goals, create budgets, and get alerts — all through conversation. Finn uses your real financial data to give you clear, personalized answers and insights.
The App
The Wellthplan app is available on iOS and Android. It's built around three pillars:
- Wellth Score — A 0-to-100 financial health score that measures your cash flow, debt, and emergency savings. The Plan tab shows your score, breaks it down by category, and guides you through specific actions to improve.
- Money — Your day-to-day financial dashboard. See balances, cash flow, budgets, spending limits, goals, income, and subscriptions — all in one place.
- Finn AI — Chat with Finn in the app or via text to ask questions about your money, set goals, create budgets, generate charts, and more. Finn connects to your real accounts and gives you answers in plain language.
You can also talk to Finn via SMS, iMessage, WhatsApp, or RCS — right from your phone's messaging app.
Get Started
- Getting Started — Download the app, set up your account, and connect your finances
- Skills Overview — Explore everything Finn can do
- Security — How we keep your data safe
- Legal — Privacy, terms, and compliance
- Support — Get help and find answers