FinWise for organisations

Offer FinWise to your employees or clients, and pay for all, part or none of it. You run it from your own dashboard, and each person keeps their own private account.

How it works

1
Sign up and set up your organisation.
2
Choose how much you cover.
3
Invite your people.
4
They join from a page with your name and logo, then use FinWise on the web or in the app.

You pay only for people who join. Nothing is charged until someone does.

What you can see

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. Your people are told this before they join.

Start here

Setting up

Create your account and go through the five setup steps.

Inviting your people

Send invites, choose who can join and set a limit.

Costs and invoices

What you pay, when you’re invoiced and how to find invoices.

What your people see

How someone joins, and what happens when they leave.

Getting help

In your dashboard, open the menu at the top right and choose Support for live chat or to send feedback. You can also email support@finwiseapp.io.

The Organisation Terms set out the agreement between your organisation and FinWise.

Setting up

On this page

How it works What you can see Start here Getting help