Every account.
One number.
Seven Financial brings your banks, cards, and investments into one clear picture — so you always know where you stand, without opening four apps to work it out.
Read-only by design · Locked behind Face ID · Powered by Plaid
Built to answer one question: where do I stand?
Not a budgeting chore. Not a spreadsheet. A number you can check in two seconds and trust.
One number, not four apps
Ally, Robinhood, Venmo, your credit cards — added up into a single net worth that refreshes every time you open the app. No more mental arithmetic across login screens.
Spending that's actually true
Pending charges count the moment they happen, so today's total includes the coffee from an hour ago. Transfers between your own accounts and credit-card payments never count — that's moving money, not spending it.
Told before it's a problem
A charge over $200, a card due in three days, spending running unusually hot, a bank connection that quietly broke. Pushed to your phone once — not re-sent daily, not buried in a feed.
Ask questions about your money
“What am I paying for monthly?” “How does this week compare to last?” Answered from your real transactions, never estimated.
A net worth history you can trust
One snapshot a day, across every account. If a bank can't be reached, the day is skipped rather than recorded wrong — a blank is honest, an invented number isn't.
Loud when a bank disconnects
Bank links break routinely — password changes, MFA, expired consent. Seven Financial tells you immediately instead of quietly serving stale balances as if they were current.
Up and running in three minutes
Download the app
Get Seven Financial from the App Store — no forms, no spreadsheet import.
Connect your accounts
Link banks, cards, and brokerages through Plaid. You sign in with your bank directly; your credentials never touch us.
Know where you stand
Your net worth, today's real spending, and alerts that find you — from the first minute, on your phone and on the web.
Your bank password never touches us
Connections run through Plaid, the same service your bank already works with. You sign in with your bank directly — credentials go to them, never to us.
Seven Financial holds a read-only token. It can see balances and transactions on the accounts you approved, and it cannot move money. Not won't — can't.
On your phone, the app locks behind Face ID. Your data is encrypted in transit and at rest, is never sold, and deletes completely the moment you ask.
Frequently asked questions
What is Seven Financial?
Seven Financial is a personal finance app for iPhone and the web that brings your banks, credit cards, and investment accounts into one place. It shows a single net worth number, spending totals that include pending charges, and sends alerts for large charges, upcoming card payments, and broken bank connections.
How does it connect to my bank?
Connections run through Plaid, the same service most major financial apps use. You sign in on your bank's own page, and Seven Financial receives a read-only access token. Your bank username and password are never seen or stored by Seven Financial.
Can Seven Financial move my money?
No. The access token Seven Financial holds can read balances and transactions for the accounts you approved, and nothing else. It cannot make payments, transfers, or trades — that is a property of the connection itself, not just a policy.
Why is my spending total different from other apps?
Because Seven Financial is stricter about what counts. Pending charges are included immediately, so today's number is current. Transfers between your own accounts and credit-card payments are excluded, because the purchases on the card were already counted — most apps double-count them.
Which banks and accounts are supported?
Roughly twelve thousand institutions are available through Plaid, including most major US banks, credit cards, and brokerages — checking, savings, credit cards, and investment accounts all in one picture.
How do I delete my data?
Open Settings → Delete account in the app. It immediately and permanently removes your accounts, transactions, and history, and revokes every bank connection. No email required.
Know where you stand.
Connect your accounts once and get the number that matters, every day — on your phone and on the web.