Fiscility: Financial Analytics and Reporting
Fiscility helps individuals and professionals track spending and monitor wealth. It is designed for those who need a centralized view of multiple financial accounts to reduce manual data entry.
At a glance
- Category
- Finance & Accounting
- Best for
- Data-driven professionals, High earners, Individuals managing debt, Users seeking executive-level financial dashboards
- Pricing
- Paid memberships include an Analyst tier at $49/month and a CFO tier at $79/month. A one-time purchase for a 90-day financial report is also available.
- Key use cases
- Spending Pattern Analysis, Cash Flow Monitoring, Wealth Tracking, Automated Financial Reporting
- Integrations
- Plaid, CSV export
- Official website
- fiscility.com
Fiscility is a financial analytics tool that consolidates data from bank accounts, credit cards, and investments into a single interface using Plaid. It is designed to provide more granular analysis than basic budgeting apps through detailed reporting and spending pattern analysis.
The platform is built for data-driven professionals, high earners, and individuals managing debt who require visibility into their cash flow. It supports digital workflows by pulling historical data and categorizing transactions automatically.
Buyers should note that access requires a membership application process. Depending on the chosen tier, there are limits on the number of bank connections and the availability of AI-enhanced intelligence reports.
Key Features
Retrieves historical transactions from the last two years and provides transaction updates within an hour.
Supports automated transaction categorization and financial insights.
Displays accounts, transactions, and investments in one view with interactive charts and graphs.
Delivers daily, weekly, monthly, and quarterly financial summaries via email and SMS.
Supports the generation of profit and loss statements, cash flow analysis, and anomaly detection.
Provides tools to monitor savings growth and track credit card payments.
Use Cases
Analyzing historical data to identify trends and spending habits across multiple linked accounts.
Using intelligence reports to track cash flow and detect anomalous transactions.
Monitoring savings growth and investment performance from a centralized dashboard.
Setting up automated summaries sent to an inbox to reduce manual spreadsheet updates.
Best For
Integrations
Pricing
Paid memberships include an Analyst tier at $49/month and a CFO tier at $79/month. A one-time purchase for a 90-day financial report is also available.
FAQ
Fiscility uses Plaid to establish secure, read-only connections to financial institutions, which allows the platform to view data without the ability to move money.
The Analyst plan is $49/month and allows 5 bank connections, while the CFO plan is $79/month and offers unlimited connections and AI-enhanced insights.
Yes, a 14-day free trial is available, and there is a one-time purchase option for a 90-day financial report with 10-day platform access.
Source category: Finance & Accounting
Source subcategory: Analytics & Reporting
