FinWise for employers

Offer FinWise to your staff in South Africa as a financial wellness benefit. Each person gets one private place for their budget, accounts and net worth. It's new, and we'd value your feedback.

FinWise on a laptop and a phone, with sample dataFinWise on a laptop and a phone, with sample data

What your staff get.

Their whole picture

Accounts, cards, loans, investments and budgets in one place, on the web, iPhone and Android.

Private from you

You see who joined and totals across your staff, never one person's accounts or spending.

Little work for HR

Invite staff by email, spreadsheet or one shared link, and manage it all from your dashboard.

What you'll see.

Who has joined
Which staff you invited have joined, and who is still to join.
Active this month
How many people used FinWise this month, shown once 5 have joined.
Growth over time
How many people were on your plan in each of the last six months.
What it costs you
Your estimated next invoice, and your past invoices to download.
What you never see
Bank accounts
Balances
Transactions
Budgets

Pricing.

FinWise is R79.99 per person a month. You choose how to split it with your people. Volume pricing for larger groups is coming soon.

People who join50
How much you cover
Your monthly invoice
R2,000.00
You pay R40.00 per person.
Each person pays R39.99 a month.
You pay only for people who join.

How it works.

  1. 1

    Set up your organisation

    Add your details and logo, choose what you cover and add a card. It takes a few minutes.

  2. 2

    Invite your staff

    By email, spreadsheet or one shared link. Nothing needs to connect to your HR or payroll systems.

  3. 3

    People choose to join

    They join from a page with your name and logo, and each person gets their own private account.

  4. 4

    Pay only for who joins

    You get one invoice a month, and each person pays any remaining share themselves.

What it helps your staff with.

Simple budgeting

A payday-to-payday budget, with transactions sorted into categories automatically.

Getting out of debt

Loans, cards, interest rates and payments in one place, so it's clear what's owed. Debt payoff tools are in development.

Financial stress and wellness

A clear view of what's coming in, what's going out and what's left, to help people feel less stressed about money.

Saving and net worth

Savings, investments and net worth in one view. Goals with nudges are in development.

Cutting unnecessary spending

Where the money goes, with debit orders and subscriptions easy to spot.

Financial education

Free calculators and guides on our website today. We're exploring a budgeting course, YouTube series or podcast that could be offered with partners.

Coming soon.

These aren't built yet. Tell us what would help most.

Financial wellness insights

See how your staff are doing as a group, and whether it's improving. It only includes people who've given explicit consent, after being told exactly what is shown. Figures are anonymised totals with minimum group sizes, so nobody can be identified.

Savings rate
Emergency savings
Debt position
Interest paid
Financial stress indicators
Share of staff with a budget
Also being considered
Spending by merchant
Spending by category
Childcare costs
Debt and interest breakdowns
Retirement savings and withdrawals
Financial stress check-ins

A short anonymous survey, so you can see whether financial stress is easing over time.

Reports to share

Download your figures for leadership or for a wellness review.

Common questions.

Get started.

Set up your organisation yourself in a few minutes. You can also read about FinWise for organisations.