Tendi | Your Personal AI Financial Advisor
Tendi is an AI-powered personal financial advisor that helps you understand, plan, and achieve your financial goals with ease. It analyzes your spending, saving, and investing habits to provide personalized insights and actionable strategies. It connects to thousands of financial institutions and offers a Financial Health Index (FHI) to measure your overall financial well-being on a 0–100 scale.
How It Works
- AI-powered analysis of your spending, saving, and investing patterns to generate a tailored financial plan.
- Connects to over 12,000 financial institutions worldwide for richer, more accurate insights (with secure, privacy-conscious integration).
- Financial Health Index (FHI) tracks your financial wellness over time and helps users monitor progress toward goals.
- Provides real-time insights, alerts, personalized advice, and actionable challenges to improve finances.
- Allows both bank-connected and manual entry modes for flexibility and accessibility.
Key Features
- Personal financial planning and guidance tailored to your situation
- Bank account integration for precise insights (also supports manual data entry)
- Spending and savings analysis to reveal where money goes
- Real-time insights and alerts to keep you on track
- Custom financial challenges and step-by-step guidance
- Personalized financial advice on demand
- Progress tracking toward goals and milestones
- Privacy-focused security with encryption and industry-standard practices
- Access to a growing network of thousands of financial institutions
How to Use Tendi
- Connect your bank accounts for the most accurate insights (optional; you can start with manual data).
- Enter or sync your income, expenses, debts, and investments.
- View your Financial Health Index (FHI) and receive personalized recommendations.
- Follow tailored financial challenges and monitor your progress toward goals.
Safety, Privacy & Security
- Your data privacy and security are prioritized with encryption and strict protocols.
- Data usage is explained clearly, and you’re guided on consent for data sharing.
FAQ Highlights
- How does Tendi help me manage finances? It analyzes your habits and creates a custom plan to reach goals, such as debt payoff or savings.
- Do I have to link bank accounts? No, you can manually enter data; linking provides more accurate plans.
- How is my data protected? Tendi uses advanced encryption and cybersecurity practices to safeguard data.
- Is it beginner-friendly? Yes, designed for users of all experience levels with easy-to-understand guidance.
- Is it expensive? There is a free basic version; premium adds advanced analytics and personalized advice.
Core Features
- AI-powered personal financial advisor tailored to individual goals
- Bank integration with thousands of institutions for accurate insights
- Manual data entry support for flexibility
- Real-time insights, alerts, and personalized financial advice
- Custom challenges and step-by-step guidance
- Financial Health Index (FHI) to monitor overall well-being on a 0–100 scale
- Progress tracking toward goals and milestones
- Privacy-first approach with strong security measures