Product FAQs

We currently support 100s banks, utility companies, credit card companies, insurance companies, mortgage accounts, and more, and we are adding new partners every day. If you don’t see your provider listed on Finovera, let us know.
Literally any kind of document. You can use your Finovera account to securely store copies of passports, birth certificates, driver’s licenses, legal paperwork, receipts, tax documents, and whatever else you can think of. We support the following file formats: pdf, doc, docx, xls, xlsx, jpg, jpeg, gif, png, bmp, pps, ppt, pptx.
Finovera needs your account credentials to securely connect with your bank or provider and retrieve your bills or statements.
Absolutely. Your account credentials and documents are encrypted using 256-bit bank-level security to prevent them from falling into the wrong hands. All communication between our servers and your browser take place over Secure Socket Layer (SSL).
  • Never share your password or write it down.
  • Make sure that your password is unique and hard to replicate, including numbers, special characters and capital letters.
  • Protect yourself from phishing attempts and use Anti-virus software.
  • Avoid logging in to your Finovera account from Public Computers.
Most service providers continue to send paper bills while providing you the ability to download electronic bills. However, some service providers require you to turn off paper bills before providing online bills for downloading. So in most cases you will continue to receive paper bills but if a service provider requires you to turn off paper bills we will let you know.
Yes, if your service provider doesn’t have a website or provide bills in electronic format, you can still use Finovera to organize your bills. You can stay on top of your offline bills by uploading them to Finovera and setting up payment reminders.
Our goal is to support all financial institutions and utility providers across the U.S. If you can’t find your provider listed on Finovera, let us know. Our dedicated engineers are tirelessly working on adding new providers every day! Meanwhile, you can add any unsupported provider as an offline account.
Of course, Finovera was built to complement the features of existing budgeting/tracking software and not replace it.
Auto-login saves you from the hassle of remembering your passwords. Once you save your credentials on and install Finovera’s browser plugin, you can log into these accounts securely with just one click.
Sure, you can get in touch with us via email. If you happen to be in Milpitas, feel free to come visit us. Our contact details can be found here.
Yes, you can download the free app on your iPhone or Android device.
Finovera moved from private beta testing into public beta in November of 2013. This means that now anyone can create an account on Finovera and be part of our open beta. We expect that our beta users will test the product thoroughly and give us feedback. Using this feedback we expect to grow and develop the product and make it robust and stable before exiting beta. Our plans are to be out of beta by the end of this year.
Finovera can be used and accessed anywhere internet access is available, however Finovera only supports US based providers for online downloads of statements and bills.  Finovera does have an Offline Accounts feature. An Offline Account allows users to track their bills and receive alerts and reminders for accounts that don’t have online support . Offline Accounts can also be used to track non-US provider.  In addition, non-US users can use the Digital File Cabinet to store important documents. 
Finovera currently does not have built in bill pay, but it is expected to be available in a future release. For the time being, if you install the Finovera plug-in, you will be able to use the ‘one-click’ Auto-Login feature to log in to your bank.
Currently, Finovera does not support travel, airline, hotel rewards or points sites. However, we expect to support them in the future.   Meanwhile users can use our Auto-login feature to store the login credentials for those sites and take advantage of our one-click login in while using Finovera.

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