What Makes Finwise Different?

Andy Bui
Nov 6
2 min read

In a world full of financial apps, chatbots, and accounting firms, it’s easy to get overwhelmed. But most tools fall into two camps:

DIY financial apps that expect you to know what you need and how to ask for it
One-size-fits-all services that treat every person’s situation the same

Finwise is built differently.

We’re here to give Canadians a smarter, simpler way to manage their money — with AI-powered tools and access to real human help when you need it most.

Here’s what truly sets Finwise apart:

✅ 1.

Do-It-Yourself — Without Doing It Alone

Most financial platforms either hand you a dashboard and wish you luck… or push you into paid services right away.

Finwise gives you tools you can actually use — tax prep checklists, budgeting help, personalized insights — with AI guiding you step-by-step. You stay in control, but never feel lost.

✅ 2.

Powered by AI, Backed by Real Advisors

We combine the best of both worlds:

AI that simplifies your finances: from sorting out your spending habits to suggesting tax strategies
Human advisors who follow up when needed: real accountants, real phone calls — no bots in disguise

Whether you want to file taxes, manage debt, or plan your finances, Finwise supports you both digitally and personally.

✅ 3.

Built for Canadians, Not Just Generic Users

We understand CRA forms. GST/HST. RRSP vs TFSA. The reality of living paycheque to paycheque — and the desire to do better.

Finwise is designed specifically for Canadian individuals, families, freelancers, and newcomers who want a clearer way forward without hiring an expensive accountant from day one.

✅ 4.

Fast, Frictionless Matching When You Need It

Need help? Don’t dig through directories.

Just answer a few simple questions and get matched with a vetted Canadian financial advisor or tax professional. They’ll call you — no booking links, no back-and-forth, no pressure.

It’s help on your terms, with people who understand your situation.

✅ 5.

We’re Not a Bank. We’re on Your Side.

We don’t upsell credit cards or sneak in hidden fees.

Finwise exists for one reason: to help you feel confident with your money. We succeed when you feel informed, prepared, and back in control.

💡 Final Thought

Other platforms might give you advice.

We give you clarity, tools, and someone to call.

Whether you’re filing taxes for the first time, trying to stick to a budget, or simply wondering “Where do I even start?” — Finwise is here to make it easier.