💸Account sharing with FIN AI
What is Account Sharing?
The account-sharing feature in FIN AI enables users to grant shared access to their financial accounts, ensuring transparency and efficient financial management. This is particularly useful for:
Families – managing expenses and budgeting together.
Businesses – allowing partners or accountants to jointly oversee accounts.
Freelancers – coordinating finances with assistants or financial managers.
Key Features
Inviting Users
FIN AI allows you to easily add shared users to your account via a personalised invitation.
How Does It Work?
In the Shared access section, you can create an invitation for a new user.
Click “Add User” and enter the user’s name and access type.
There are two levels of access:
Full access – the user can view the balance and perform financial transactions.
Limited access – the user can only view selected accounts without editing rights.
If you select Limited Access, choose which account(s) you want to share and click Add.
A unique link is generated, which can be shared via Telegram or other messaging apps.
Once the invited user clicks the link, their access is activated automatically.
Use Case:
Hanna manages her family’s budget and wants her husband to have access to their financial information. She creates an invitation in FIN AI, sends it via Telegram, and now they both can track their joint expenses.
Notifications & Access Status
The account owner receives a notification when a new user accepts an invitation.
In the Shared access section, access statuses are displayed:
“Invitation Sent” – the user has not yet accepted the invitation.
“Confirmed” – the user has active access.
Shared Account Access
A sharing icon appears next to accounts with multiple users.
The owner can view who has access to each account.
Access can be modified or revoked at any time.
Personal Profile for Each User
Even if a user has access to a shared account, they still retain their own financial profile in FIN AI, including:
Personal voice commands.
Individual financial goals and expense categories.
Exclusive access to accounts not included in the sharing feature.
Use Case:
Bryan works for two different companies. In one, she is the account owner, while in the other, she has been granted access as a financial analyst. Thanks to FIN AI, she can easily switch between multiple accounts.
Benefits of Account Sharing in FIN AI
✔️ Convenient – quickly add users via unique invitations.
✔️ Secure – the account owner controls access, and all changes are logged.
✔️ Flexible – set different access levels, revoke or modify user permissions.
✔️ Transparent – each user has clear access rights and can only see the relevant financial data.
The FIN AI account-sharing feature is a powerful tool for joint financial management. It allows you to seamlessly invite other users, configure access levels, and monitor financial transactions. Whether for family budgeting, business needs, or freelancers, this feature ensures a secure, efficient, and transparent way to manage finances together.
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