FREE Personal Profile | Personal Premium | Personal + Business | Business Premium | |
# of Profiles | 1 | 1 | 2 | 6 |
Account Linking | ||||
Transactions Widget | ||||
Pocket ledger | ||||
Income Statement | ||||
Investments Widget | ||||
Debts Widget | ||||
Net Worth Widget | ||||
Cash Flow Widget | ||||
Pulse Widget | ||||
Finstrong Widget | ||||
Trends Widget | ||||
Goals Widget | ||||
Budget Widget | ||||
Tech Support |
BCFi is an account aggregation service designed to help streamline the way we manage our finances in the modern age. By providing services for both personal and business accounts as well as supporting multiple profiles per account, BCFi provides unparalleled convenience for people of all income levels. Keeping up with your finances will be easier than ever with features like a real time pocket ledger and income statement.
Bank aggregation is the practice of compliling all of ones banking an financial information in one place for convenient access
Anywhere you have an internet connection! BCFi will be available for download on the Apple Appstore and Google Play Store as well as offer a web platform for users on desktops and laptops.
Yes! BCFi stores all user data locally while your financial data is safely routed through secure servers.
BCFi offers a free services … For personal premium Account and Business requires a subscription.
A personal account will provide a subscriber with access to a individual profile and is more suited for users concerend with managing their personal assets. A business account will provide a subscriber with access to a personal profile as well as a business profile and is more suited for business onwers or individuals with many assets.
We need your login user name and passwords so that we can help you organize and manage your accounts. We use this information to establish a secure connection with your financial institution or credit card company. This enables us to download and categorize your transaction information securely and automatically.*
BCFi takes the privacy and security of its members’ financial and personal information very seriously. We maintain industry-standard administrative, technical and physical safeguards designed to protect your information’s confidentiality and integrity. Our systems and security controls are reviewed by third parties against security standards such as SSAE18 SOC2 and PCI DSS, and rigorous third-party penetration testing is done at least annually.
A pocket ledger is a log of personal or business transations. BCFi will provide users with a real time pocketledger
An Income statement is a domcument lsiting a company’s income and expenditures.
Yes! Our SBA loan professionals are more than willing to assist you with the application process for a nominal fee
It is possible to hide the transactions from the personal account for the business profile, however you cannot seperate them. simply select the account you don’t want appearing in your bisnesss profile and select the hide option.