IqinsioFinance
Skip → demo
  1. 1Account
  2. 2Entities
  3. 3Banking
  4. 4Priorities
  5. 5Activate
Step 1

Set up your account

We use Auth0 with mandatory MFA. Iqinsio Finance never stores your bank credentials — those live with Plaid and your institutions.

We require multi-factor authentication on every account. Your financial data is encrypted in transit (TLS 1.3) and at rest (AES-256). We will never sell your data and we will never hold your money.

Live preview

What your workspace will look like

Personal
PERSONAL · —
Priorities
  1. 1.Always cover bills
  2. 2.Kill high-interest debt
  3. 3.Build emergency fund to 6 months

What the AI does once you activate

  • Run the allocation waterfall on every deposit
  • Pre-fund every obligation before the due date
  • Monitor for crises 24/7 and alert you before they hit
  • Generate weekly, monthly, and quarterly briefings