AI assistant for personal finance and investing

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Directory quality rating
Our take
Selfin is building the first AI Bank, offering innovative financial services powered by AI for finance teams.
Best for: Finance teams in fintech companies looking to leverage AI for banking services.
Request a demo to evaluate Selfin for your team.
See how Selfin fits your stackBenefits
Reduce manual financial analysis time by up to 80% with automated AI insights
Increase customer engagement through personalized investment recommendations
Eliminate account management overhead with seamless multi-account integration
Detect fraudulent transactions instantly instead of waiting days for manual review
About
Selfin is an AI banking assistant that monitors transactions, automates budgeting, and provides personalized investment recommendations. It links accounts for unified financial tracking and helps users optimize savings and spending.
AI-driven financial insights
Automated budgeting tools
Personalized investment recommendations
Real-time transaction monitoring
Seamless account linking and management
Use cases
Enhancing customer service in banking
Automating financial processes
Improving risk management in banking
Best for
Pricing
Contact Selfin for pricing details
Contact sales for pricing details
Ecosystem
MCP servers, AI skills, and integrations that work with Selfin
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FAQs
Common questions about Selfin and its capabilities
Selfin is an AI-powered banking assistant designed for small business owners, freelancers, and tech-savvy individuals. It provides AI-driven financial insights, automated budgeting tools, personalized investment recommendations, and real-time transaction monitoring to streamline financial management.
Our team can help you integrate Selfin with your existing tools and build custom automation workflows.
Pulse delivers finance-specific AI insights every week. Free.
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