Centralize Your Financial Life

Freelancers know the chaos of juggling multiple accounts all too well. Personal checking, business savings, a credit card (or three), plus maybe a PayPal or a separate account for taxes — it adds up fast. The result? A scattered view of your money, making it hard to answer even basic questions like, “How much do I really have available right now?”

This scattered setup isn’t just inconvenient. It’s risky. Without a clear, centralized view, you’re more likely to miss payments, overlook fees, or underestimate expenses. Freelancers thrive on flexibility, but your finances need structure — and that starts with consolidation.

Import All Transactions Into FIN

The first step to simplifying your financial life is to gather everything in one place. With FIN, you can import transactions from all your bank accounts, credit cards, and even digital wallets into a single dashboard.

No more flipping between apps or guessing which account a payment came from. When every transaction lands in one clear view, you instantly reduce the mental load of managing your money. It becomes much easier to track cash flow, monitor balances, and plan for upcoming expenses without the usual account-hopping.

Automatic Sorting by Source

Once your transactions are centralized, it’s time to bring clarity to the chaos. FIN helps by automatically sorting your transactions by source. Whether it's client payments hitting your business account, personal spending on your credit card, or recurring subscriptions from your PayPal — everything is organized, effortlessly.

This matters because you get to see, at a glance:

• How much income is coming from each client or platform

• Where your spending is happening most

• Which accounts you might want to consolidate or prioritize

When your money is neatly categorized, decision-making becomes faster and smarter. You’ll spot patterns you might have missed and feel genuinely in control of your freelance finances.

Simplify Today, Stress Less Tomorrow

Freelance finances are complex — but they don’t have to feel that way. Traditional methods like spreadsheets or manually checking balances across apps just can’t keep up with the pace of modern freelance life.

If you’re ready to move beyond the stress of scattered accounts, managing everything through FIN might be exactly what you need. With effortless imports and automatic sorting, FIN helps you see your full financial picture in one place — so you can focus on growing your business, not tracking your money.