Getting started
No weeks of setup, just three steps to a consolidated overview of your wealth.
Getting to a complete overview usually takes just a few hours. You don't have to do everything at once: every step can be completed later.
What to have ready
- The online banking login details for your banks, for the connection via finAPI.
- Important documents as PDFs or photos: contracts, securities account statements, insurance policies and articles of association.
- A rough overview of your structure: which people and companies hold what.
1. Choose a tier and create your account
Choose a tier (S, M, L or XL) and try Finaure free for 14 days. After that, your chosen subscription starts automatically unless you cancel beforehand. After registration, SmartGuide takes you straight to setting up your first account.
2. Connect bank accounts and documents
- Connect banks via finAPI in just a few minutes.
- Upload contracts, securities account statements and insurance policies via SmartUpload.
- The AI recognises the document type and deadlines and automatically assigns values to the correct entity. With no storage at the AI provider.
All data is held on servers in the EU, and the bank connection runs via the BaFin-regulated partner finAPI.
3. Map your structure
Map your structure, from a single individual to a nested holding company. Find out more under Creating entities.
Done
As soon as bank accounts are connected and documents are uploaded, your total wealth is shown in the dashboard, updated daily, including history, liabilities and performance.
Frequently asked questions about getting started
What happens after the 14 days?
Your chosen subscription then starts automatically unless you cancel beforehand. You can cancel in the platform with a single click.
Which tier is right for me?
The tier depends only on your gross assets, and every tier includes all features. You can find the tier limits on the pricing page.
Which banks can I connect?
Via finAPI you can connect banks in Germany, Austria and the Netherlands. Your bank login details are held only by finAPI, not by Finaure.
Do I have to set everything up at once?
No. You can start with one account and add to your structure step by step. New documents update existing entries instead of creating duplicates.
Can I invite family members and advisers?
Yes. You invite other people and assign a role per entity, for example manager, assistant, member or adviser. That way, everyone only sees what they are meant to see.
Can I get help with the setup?
Yes. Write to us via the contact page and we will reply personally. The XL tier includes a personal onboarding appointment.