Now in beta — Join free

Light your path.
Live your life.

Know exactly what you can spend today. Never get caught off-guard by a bill. Go out and enjoy your life — LumiFi has the math covered.

Bank-level encryptionRead-only accessFree forever plan
lumifi.net/dashboard

[ Dashboard screenshot — shows safe-to-spend card, spending trend chart, weekly plan, and upcoming bills ]

How It Works

From sign-up to insights in under 3 minutes

1

Connect Your Bank

Securely link your checking or savings account through Plaid. We only get read-only access — we can never move your money.

[ Plaid connection modal — bank search and account selection ]

2

See Your Snapshot

Instantly see your safe-to-spend, upcoming bills, collision risks, and spending breakdown — all computed in real-time.

[ Dashboard snapshot — safe-to-spend number, spending donut chart, bills list ]

3

Get Your Weekly Plan

Lumi, your AI coach, explains your finances in plain English and suggests a concrete weekly action plan you can apply with one click.

[ Lumi chat — AI suggesting a weekly plan with action buttons ]

Meet Lumi — your financial friend.

Not a chatbot. Not a calculator. A genuinely helpful coach who knows your finances and speaks plain English.

👁️
1

Observe

Lumi quietly watches your transactions and learns your patterns — income, bills, subscriptions, habits.

💡
2

Suggest

You get specific, actionable suggestions based on your actual money — explained like a friend would, not a textbook.

3

Apply

See a suggestion you like? One tap and it's done. No forms, no friction.

🔄
4

Adapt

As your finances change, Lumi adjusts. The more you use it, the more useful it gets.

Light your path. Live your life.

Try Lumi Free

Your money, finally making sense.

Built for people who just want to live their life without money stress.

Safe-to-Spend

The number you actually need: how much you can spend right now, guilt-free, before your next bill hits.

[ Large safe-to-spend number with runway indicator ]

Meet Lumi

AI-powered

Your financially savvy friend, available 24/7. Ask Lumi anything about your money — she gives you real answers based on your actual transactions, not generic advice.

[ Lumi conversation — user asks "How can I save more?", Lumi responds with specific advice and a one-tap "Create Budget Rule" action button ]

Bill Collision Alerts

Netflix, Spotify, and rent all due the same week? Lumi spots it before it hits and tells you what to do.

[ Calendar view with overlapping bill markers highlighted in red ]

Spending Breakdown

Finally see where it all went — broken down by category, merchant, and time, so nothing surprises you.

[ Donut chart with category legend ]

Cash Flow Forecast

See the next 30 days of your money, projected forward. Know about low points before they happen.

[ Area chart showing projected balance over 30 days ]

Budget Rules & Goals

Set a budget, track a goal, watch your progress. Lumi gives you a nudge (never a lecture) when you're close to the edge.

[ Budget progress bars by category with goal tracking ]

12,000+Supported Banks
AES-256Encryption Standard
100%Read-Only Access
We built LumiFi because too many smart people go out less, stress more, and still end up surprised by their bank balance. That ends here.

— The LumiFi Team

Frequently Asked Questions

Is my data safe?
Absolutely. We use Plaid — the same service used by Venmo, Robinhood, and Coinbase — to connect to your bank. Your credentials are never stored on our servers. All sensitive data is encrypted at rest with AES-256-GCM, and we only have read-only access to your transactions.
Is it really free?
Yes. LumiFi is free to use with all core features: safe-to-spend, bill detection, AI coach, and budget tracking. We may offer a premium tier in the future for advanced forecasting and alerts, but the core product will always have a free plan.
What banks are supported?
We support over 12,000 financial institutions across the US through Plaid, including Chase, Bank of America, Wells Fargo, Capital One, most credit unions, and student-focused banks like Discover and Ally.
What can Lumi do?
Lumi is like that financially savvy friend everyone wishes they had. She can tell you how much is actually safe to spend right now, flag bills that are about to collide, break down where your money went, help you set a budget or savings goal, and put together a simple weekly action plan — all based on your real transactions, in plain English. What she won't do: give investment advice or stock picks. For that, you'd want a licensed advisor. What she will do: make sure you have a solid foundation first.