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 six pillars to your goals. You can change any answer later in Settings.

Boss Finances organizes your money into six guided pillars — Budget, Credit, Debt, Savings, Homeownership, and Wealth. Each pillar gives you tools plus AI coaching so you always know the next best move.

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 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 14-day money-back guarantee on new paid plans. Email support@bossfinances.ai within 14 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 1,000 paying members.

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.