How can we help?

Tap Sign up, enter your email and a password (or continue with Google), then complete the short onboarding so your coach can tailor the nine pillars to your goals. You can change any answer later in Settings.

Boss Finances organizes your money into nine guided pillars: Budget & Cash Flow, Credit Building, Debt Elimination, Emergency Fund & Savings, Homeownership, Insurance, Estate Planning, Tax Advantage, and Wealth. Each pillar combines focused tools with educational AI coaching. Investing education and portfolio guidance continue through Boss Investors.

Boss Money AI reviews the information in your pillars and answers questions in plain English. It explains what's happening, why, and what to do next. It is educational coaching — it never contacts bureaus or lenders on your behalf.

Open the Budget pillar and choose Link account. We use a bank-grade connection to securely import balances and transactions. Your login credentials are never stored by Boss Finances — only a secure access token held server-side.

Transactions sync automatically, but you can force a refresh from the Linked accounts card. New transactions can take a few hours to post at your bank before they appear here.

Go to the Linked accounts card and choose Remove. This revokes our access token immediately and stops future syncing. Previously imported transactions can also be deleted from your account.

Open Accounts Sync from the member menu and use the investment account connection. Boss Finances can securely sync supported retirement, HSA, brokerage, and other investment accounts so those balances can appear in your financial picture.

Open Settings and choose Manage billing to update your card, switch plans, or cancel. Cancellations take effect at the end of your current billing period.

We offer a 30-day money-back guarantee on new paid plans. Email support@bossfinances.ai within 30 days of your first charge and we'll process a full refund.

Founding members lock in lifetime-discounted pricing, an exclusive badge, and early access to new features. The founding tier is limited to the first 750 paying members.

Annual plans include a 30-day money-back guarantee. Monthly plans can be canceled anytime but are not partially refunded. Lifetime plans are refundable before launch and for 30 days after launch. Open a Billing & subscription ticket for account-specific help.

Boss Finances is not a credit repair organization. We help you generate self-advocacy letters for information you genuinely believe is inaccurate, and you submit them yourself. We never contact bureaus for you and never guarantee score changes.

We provide education and tools to help you build healthy credit habits, but no one can guarantee a specific score change. Results depend on your own financial behavior over time.

Your data is encrypted in transit and at rest. Bank access tokens are stored server-side only and are never exposed to your browser. Access is governed by strict row-level security so you can only ever see your own data.

Open Settings and choose Delete account. This permanently removes your profile, linked accounts, and financial data. The action cannot be undone.

Open Financial profile from the member menu, then choose Update financial profile or Retake questionnaire. Your updated answers refresh your baseline, Boss IQ, and recommended next actions.

Open Affiliate from the member menu. Your unique referral link and scannable QR code appear together, with options to copy the link or download the QR image. Visits and eligible sign-ups using that code are attributed to your account.

Eligible payouts are processed monthly once your payable balance reaches the minimum shown in your Affiliate dashboard. We request a W-9 after lifetime affiliate earnings reach $50, and payouts remain on hold until it is complete. A 1099-NEC is issued when required by law.