FinWise for organisationsCommon questions
Short answers to what organisations ask most about FinWise.
What is FinWise for organisations?
FinWise is a personal finance app that keeps budgets, bank accounts, debt, investments and net worth in one private place. FinWise for organisations lets employers, benefit providers and financial advisors offer it to their people and pay for all, part or none of it.
How much does FinWise for organisations cost?
FinWise costs R79.99 per person a month. You choose to cover 0%, 25%, 50%, 75% or 100%, and each person pays the rest. You pay only for people who join.
Can my organisation see people’s finances?
No. You can see who was invited, who joined and totals such as how many people used FinWise this month. You can’t see anyone’s bank accounts, balances, transactions or budgets.
Do we need to integrate FinWise with our systems?
No. You invite people by email or spreadsheet, or share one link. Nothing needs to connect to your HR or payroll systems.
Do people need a work email to join?
No. You can invite any email address, or share a link that people join with by giving their name.
Does FinWise work in South Africa?
Yes. FinWise connects to South African banks, and organisation plans are priced and billed in rand.
Is FinWise financial advice?
No. FinWise provides information and tools. It gives no advice and sells no financial products.
What happens when someone leaves our organisation?
They get 30 days to move to their own plan, and their account and data stay theirs.