Turn 2 years of bank statements into insights in under 2 hours
Make better financial decisions to grow your business based on the numbers: hiring, investing and scaling with confidence.
What you’ll get with heyFinance
Focused on clarity, not complexity.
Clear Insights
See where your money really goes — top categories, top vendors, cashflow, and estimated runway.
Budgets that stick
Set monthly or yearly budgets and compare them to actual spending, with simple charts that keep you accountable.
How it works
A collaborative setup in under 2 hours, instant clarity, and a year of continued access.
1. Onboard together (≤ 2 hours)
We’ll import and categorize your statements with you — online or in-person if you’re in Berlin. Guaranteed: setup completed within 2 hours, or you get your money back and we do it for you for free.
2. Get instant insights
Right after onboarding, you’ll see: • Your runway (how long your cash lasts) • Net cash flow per month (are you making or burning?) • Top categories & vendors (where money goes) • Account growth over time (balances and trends)
3. Keep clarity every month
Your heyFinance access lasts 12 months. Each month you can import new transactions yourself, and budgets keep you accountable (plan vs actual). Prefer ongoing support? We can also join you monthly to review or update together.
See heyFinance in action
A quick walkthrough of onboarding, insights, and budgeting.
You can also try it out yourself live, by clicking "Try Demo"here.
Why heyFinance was built
I tracked budgets and spending in Excel for years. It worked, but it was manual and lacked insight. heyFinance exists to fix that: a simple way to see where your money goes, plan budgets that stick, and get there faster with collaborative onboarding so everything reflects your reality.
Is this for me?
heyFinance is built for anyone who needs clarity — whether for personal or business finance.
If you cannot answer these questions...
- How much have I spent on Rent, Software subscriptions, Groceries, or Salaries this/last year, quarter, or month?
- What’s my net cash flow per month?
- Who are my top vendors by spend?
- How did my spending change vs. last year?
- If no extra income comes in, how long will my money last?
- I really want to hire a full-time staff, but can I afford this right now?
- By how much is my account growing every month/year?
Early Adopter Package — €300 (excl. VAT)
We're opening up to just 10 customers for now. We’ll work with you directly to set up heyFinance, so from day one you see where your money really goes.
Import 2 years or more
Bring your CSVs/statements — we’ll upload them with/for you.
Collaborative categorization
We’ll sit down together to assign the right categories for your context.
Instant insights
Clear runway view, net cash flow per month, top categories/vendors, and account growth.
12 months platform access
Access to your insights at any point, and from anywhere. And the first to try out our new features.
Our Guarantees
- ✅ Time-bound onboarding: completed within 2 hours.
- ✅ If it takes longer: 50% refund if over 2 hours, 100% refund if over 4 hours.
- ✅ Full money-back guarantee: if you’re not satisfied during the onboarding call.
- ✅ Data safety: all uploaded data will be deleted immediately if you request a refund.
Onboarding can be done online, or in-person if you’re in Berlin.
Secure Your SpotThe real cost of clarity
Even if you’re an Excel pro, doing this yourself takes dozens of hours — and that’s before the hidden costs of stress and uncertainty.
Initial setup (2 years of data)
Cleaning, categorizing, building reports, and linking to budgets.
~12 hours × €50/hr = €600
Ongoing monthly work
Importing new transactions, categorizing, refreshing charts, reconciling budgets.
~30 hours/year × €50/hr = €1500
Total time cost (year one)
~42 hours of work.
€2100 of value
And that €2100 doesn’t even include the real prize: the peace of mind of knowing exactly where your money goes, the clarity to see what it takes to reach your goals, and the confidence of making decisions without second-guessing.
…and this is just day one
The goal is to build a personal finance assistant, ensuring you make better financial decisions. Here’s what’s coming:
AI-powered insights
Based on your transactions history, get personalized insights based on spending trends and seasonal changes.
Export to accounting tools
One-click export to share with your accountant or import into bookkeeping software.
Automatic bank linking
Securely connect your bank accounts via Plaid and keep transactions updated without CSV uploads.
Multi-user & multi-org support
Invite team members or manage both personal and business finances under one account.
Debt & receivable tracking
See who you owe — and who owes you — with full history and reminders.
That's what she said
Verified feedback from an early adopter
“HeyFinance has completely transformed the way I manage our finances. It’s easy to navigate, saves me hours of manual data entry, and provides a clear, broad overview of my organization’s financial status. A true game-changer for efficiency and decision-making”
Ready for financial clarity in 2 hours?
We’ll onboard you, then you keep the insights all year, making better financial decisions to grow your business.