Frequently Asked Questions

FinVista is a financial literacy platform designed to help individuals and small businesses optimize their budget allocation. We provide educational resources, interactive tools, and professional coaching to help you understand where your money goes and how to make it work harder for you.

Our services are tailored for a wide range of users:

• Freelancers and gig economy workers managing variable income.
• Small business owners looking to streamline cash flow.
• Families aiming to save for future goals like education or property.
• Young professionals building financial literacy early in their careers.

No, FinVista is not a bank. We do not hold your funds or offer investment accounts directly. Instead, we act as an advisory layer, connecting to your existing accounts to visualize data and provide strategic recommendations on budget allocation and spending habits.

We believe in transparent pricing. We offer three tiers:

• Basic: Free access to standard budgeting templates and blog content.
• Pro: A monthly subscription that unlocks advanced analytics, personalized coaching sessions, and debt repayment planners.
• Business: Custom pricing for teams requiring multi-user access and cash flow forecasting tools.

Yes, you can upgrade or downgrade your plan at any time from your account settings. Changes to your billing cycle take effect at the start of the next month.

We offer a 14-day money-back guarantee for all new Pro and Business subscriptions. If you are not satisfied with the service, contact our support team within this period for a full refund.

We use bank-level 256-bit SSL encryption to secure data transmission. Additionally, we employ strict access controls and regular third-party security audits to ensure your information remains confidential and safe from unauthorized access.

Absolutely not. We do not sell your personal or financial data to third parties. We only use your data to provide the services you requested and to improve our algorithms, as detailed in our Privacy Policy.

Yes, you have the right to be forgotten. You can request a full account deletion from the settings page. This process removes your personal information and financial history from our active servers within 30 days.

We use secure APIs to connect to over 10,000 financial institutions globally. Simply navigate to the "Linked Accounts" section in your dashboard, search for your bank, and log in securely through our encrypted gateway.

Click "Log In" on the homepage and select "Forgot Password." Enter your registered email address, and we will send you a secure link to reset your credentials. The link expires after 24 hours for security.