Everyday money, with a little more clarity.

YOUR MONEY.
YOUR MOVE.

Know what’s coming in, what’s going out, and what you’re working toward. Give your next money move a place to start.

Explore with sample data. No bank connection needed.

Northwise’s smiling star waters a small plant growing from a savings jar.
A little attention. Room to grow.
SPENDINGBILLSSAVINGSDEBT

THE WHOLE PICTURE.
A CLEARER NEXT STEP.

Your money has a lot of moving parts. Bring your accounts, everyday spending, and upcoming bills into one view.

A look inside NorthwiseSample data
Northwise’s example overview: this month’s outlook with income so far, spending so far and the projected month end, above suggested next steps and account filters.
See where things stand before deciding what comes next. Shown with example records.

SEE IT

Less wondering
where it went.

Review transactions and spending categories. Keep bills and subscriptions on the calendar.

Transactions · Spending · Bills

PLAN IT

Give your goals
some breathing room.

Set a savings target. Compare debt payoff approaches using the balances and payments you enter.

Savings goals · Debt payoff

CHECK IN

A little help.
Your final call.

Ask Nova about your records. Review suggested categories and goals before choosing what to save.

Ask Nova · Plan & AI tools

Start where you are

YOUR PACE.
YOUR CHOICE.

Try it out before making it part of your routine.

How Northwise handles your data

Start on your device

Choose “Continue without account” in the app to explore sample records. Local mode keeps your financial records in that browser.

Sign in for cloud storage

Use an account when you want your saved cloud records available across devices. Local records stay separate.

Keep a copy of your records

Export your data from Settings. Use privacy masking when you want to hide amounts on screen.

A few things to know

GOOD
QUESTIONS.

Do I need to connect my bank?

No. You can explore sample data and enter records manually. Bank connections are optional. During the closed test most accounts connect to Plaid’s sample bank, and a small number of invited testers can link one real bank. Real bank access is not generally available yet. How bank connections work

Can I use Northwise without an account?

Yes. Open the app and choose “Continue without account.” Your local records stay in that browser, so export a copy before clearing browser storage or changing devices.

What does Ask Nova do?

It helps explain the records you provide and can suggest categories or goal drafts for you to review. Local mode uses on-device rules. In signed-in mode, service responses use a financial summary and your conversation. AI answers can be mistaken; check the details before acting.

Does Northwise move my money?

No. Northwise helps you track records and explore plans. Saving a goal or debt plan does not transfer money, make a payment, or change a bank balance.

Where can I learn how everything works?

The Help centre walks through every screen, from the first three minutes to privacy controls and fixes for common problems.

Is the website my finance workspace?

Your accounts and saved records live in the separate Northwise app. Use “Open app” to sign in or continue on your device.

A small check-in can be a good start.

MAKE YOUR NEXT MOVE.

Open Northwise