How It Works
Three simple steps to cash flow clarity.
From setup to insights in minutes, not months. Here's how FinKitty transforms your financial visibility.
Getting Started
1
Select Your Bank
Barclays
HSBC
Connect Your Bank
Securely link your business bank accounts using Open Banking. We use industry-standard encryption and never store your login details.
Bank-grade security
Read-only access
No login details stored
2
Set Your Goals
Define your financial objectives: emergency fund targets, cash flow minimums, growth investments. FinKitty tracks your progress automatically.
Emergency funds
Growth targets
Cash flow minimums
3
Monitor & Forecast
Watch your real-time dashboard, get AI-powered forecasts, and run what-if scenarios. Make informed decisions with confidence.
Live dashboards
90-day forecasts
Scenario testing
See It In Action
From chaos to clarity in real-time.
Before FinKitty
- Manual spreadsheet updates
- Checking bank accounts multiple times daily
- Guessing if you can afford decisions
- Stress about late payments
- No visibility into future cash flow
After FinKitty
- Automatic real-time updates
- One glance at your complete financial picture
- Confident decision-making with forecasts
- Proactive alerts and reminders
- 90-day cash flow visibility