EXCLUSIVE ON WHATSAPP • NO APPS TO DOWNLOAD

The easy way to organize your finances directly in WhatsApp

Without downloading apps: organize your finances 100% on WhatsApp (which you already use every day)

+5K people already control their finances with EasyFin
🏢 Also ideal for freelancers, sole proprietors, and small businesses
EasyFin EasyFin

Hello! It's so good to have you here! 🤖
Pleasure, I'm EasyFin, your personal financial assistant! 💰
Shall we begin? 💚

To get started, I need you to provide me with the following information:

- Your first and last name

Aline Alves

🤖 Let's register your first transaction? 💰

It can be an expense, income, balance, or investment. Please inform me of the amount, description, date, payment method, and bank. Example:

Spent 10 reais at BH supermarket on credit via Nubank on 02/10

Why choose EasyFin?

100% on WhatsApp

EasyFin is not a separate app - it works entirely within the WhatsApp you already use every day

Smart automatic categorization

Our AI identifies and categorizes your transactions automatically with 99.9% accuracy.

Record expenses in seconds

Just send a message, receipt photo, or audio. It's that simple.

Simple and objective reports

Visualize your spending and receive personalized insights to improve your financial life.

BUSINESS

Keep personal and business separate

Have a wallet just for your business and never mix company money with your own again.

BUSINESS

Personal or business? EasyFin knows

Sales, costs, and business expenses go to your Business Wallet automatically — without you choosing every time.

As simple as sending a message

1

Say hello to EasyFin on WhatsApp

Start a conversation with EasyFin and complete a quick registration in less than 1 minute.

EasyFin EasyFin

Hello, I want to learn more about EasyFin!

Hello! It's so good to have you here! 🤖
Pleasure, I'm EasyFin, your personal financial assistant! 💰
Shall we begin? 💚

2

Record your transactions easily

Send text messages, audios, or receipt photos to register your transactions.

EasyFin EasyFin

1.20 at Panini bakery on credit via Inter

Your transaction (Expense), for the amount of 1.20, was successfully registered! 🥳

3

Receive insights and organize your finances

Track your spending, receive smart alerts, and make better financial decisions.

EasyFin EasyFin

Show me my weekly balance

📝 Summary:
Total Expenses: $ 2,210.11

🧐 Highlights:
Highest expense: Accommodation

🚀 Recommendations:
Consider more affordable trips to balance your budget

4

Share your Wallet

Have 100% visibility. Have a portfolio with someone who shares your financial life with you. (provide the ICD and AC)

EasyFin EasyFin

Share my wallet with +12125551234

🤖🔐 Yay! That number is valid! ✅

I'm going to invite that person to join your wallet!

5

Create your Business Wallet

If you're a freelancer or run a small business, create a dedicated wallet to keep company finances separate from your personal ones.

EasyFin EasyFin

I want to create a business wallet

🤖🏢 Perfect! I created your Business Wallet. From now on you can record your business transactions separately from your personal ones — on the same WhatsApp you already use.

EASYFIN FOR BUSINESS

Keep your business finances separate from your personal ones — without switching apps

With the Business Wallet, freelancers and small businesses organize sales, costs, and expenses on the same WhatsApp they already use every day — no spreadsheets, no new system, no mix-up between personal and business money.

Dedicated Business Wallet

Create a wallet just for your business and record sales, costs, and expenses separately from your personal life.

Every transaction in the right account

EasyFin identifies whether a purchase is personal or business and records it in the correct wallet — without you having to choose every time.

Consolidated business view

Track revenue, costs, and profit for your business with simple reports, right on WhatsApp.

Share with a partner or accountant

Invite anyone who also needs to follow the business finances into the same Business Wallet.

Create Business Wallet

Available on the Pro plan.

Real results for real people

50K+
processed transactions
$ 5M+
in managed finances
30%
average time savings
99.9%
prediction accuracy
50+
small businesses with an active Business Wallet
NS

I can finally control my finances without needing to open spreadsheets. EasyFin changed my relationship with money!

Narda Sales

AO

I save at least 5 hours per month since I started using EasyFin. The automatic categorization is amazing!

Ana Oliveira

RC

I managed to save 20% of my monthly income after I started using EasyFin. The insights are very useful!

Rafael Costa

BUSINESS
MC

I run a small bakery and always mixed the shop's money with mine. With EasyFin's Business Wallet, I finally know how much the business really makes.

Marcos Costa

BUSINESS
JS

I'm a sole proprietor doing freelance design. I record client payments and software expenses right on WhatsApp — all separate from my personal accounts, no spreadsheet needed.

Juliana Souza

Say goodbye to financial stress

No complicated spreadsheets

Forget about complex spreadsheets that are hard to keep updated.

No multiple apps

Use only WhatsApp which you already have installed on your phone.

No end-of-month surprises

Receive alerts and track your spending in real time.

No wasted hours

Save time with quick records and automatic categorization.

Choose the ideal plan for you

Try any plan free for 5 days. Cancel anytime.

TOTAL CONTROL AND AUTOMATION
For you and your family

Premium

R$19.90/month
Unlimited transactions
Transactions by Location
Adjust your time zone whenever needed
Choose your preferred language
Set your default payment method and bank
Messages via Text, Audio, Image or File
Import/Export Transactions (csv, xls, xlsx)
Web System for Financial Management
Unlimited WhatsApp reminders
Google Calendar integration
Individual Management
Human Support via WhatsApp

Frequently Asked Questions

What is EasyFin?

EasyFin is a financial assistant that works directly on WhatsApp, allowing you to organize your finances simply and quickly.

How does EasyFin work?

You record your transactions by sending text messages, audios, or receipt photos. Our AI reads and automatically categorizes your transactions, and you can access reports and insights by simply requesting them from EasyFin.

How can I start using EasyFin?

Just send a message to EasyFin on WhatsApp and follow the instructions to create your account.

Is it safe to use EasyFin?

Absolutely! We use end-to-end encryption and follow strict security protocols. Your data is never shared with third parties, and you have full control over your information.

Do I need to download any app?

No! That's the beauty of EasyFin. You use only WhatsApp which you already have installed on your phone. No extra space taken, and you don't need to learn a new interface.

Can I cancel my Premium subscription at any time?

Yes! There are no contracts. You can cancel your Premium subscription at any time.

How does automatic categorization work?

Our artificial intelligence analyzes your transaction description and automatically identifies the most suitable category. Over time, it learns your patterns and becomes even more accurate. You can also manually edit the category if you prefer.

Can I use EasyFin to keep my business finances separate from my personal ones?

Yes! With the Business Wallet (available on the Pro plan), you create a dedicated wallet for your business and EasyFin automatically identifies whether each transaction is personal or business.

Do I need a business registration number to use the Business Wallet?

No, it's not required. The Business Wallet works well for freelancers, sole proprietors, and small formal businesses — what matters is that you want to keep business money separate from your personal money.

Can I see how much my business actually made in the month?

Yes. The Business Wallet keeps sales, costs, and business expenses separate, and you can ask for a consolidated summary anytime, right on WhatsApp.

Didn't find what you were looking for?

Contact us

Start organizing your finances today

It's easy, fast, and will transform your financial life — personal and business

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