FinEasy is an AI agent that monitors your accounts, analyzes spending, and pays bills — backed by Auth0 Token Vault so every service operates with its own isolated, revocable token.
Built on Auth0 Token Vault — credentials never touch the app. Tokens are fetched at runtime, per service, per action.
Each financial service gets its own isolated token — a breach of one never exposes the others.
Bills service has write scope to pay on your behalf. Investments is read-only — the agent cannot trade.
One click removes a service token from the vault. The agent loses access in real time.
Connect only the services you trust
Monitor your balance and recent transactions. Get instant insight into daily spending.
CheckingTrack your savings balance and progress toward financial goals.
SavingsView positions, performance, and allocation across stocks and ETFs.
InvestmentsView upcoming bills and pay them directly from the chat. Never miss a due date.
BillsCategorize transactions, flag anomalies, and surface actionable insights.
AnalysisReceive spending alerts and payment confirmations directly in your inbox.
EmailSecure authentication — identity verified before anything else.
Grant access per service. Each gets its own isolated token.
"What bills are due this month?" — FinEasy handles the rest.
Audit every action. Revoke any service instantly.