Novi Bank
Connect your accounts and keep balances and transactions in sync.
Overview
Novi Bank is a full-service current and savings account provider. Connected to Finos, every Novi balance and transaction appears in your dashboard as it happens, alongside everything else you hold.
Key Capabilities
Your Novi accounts, kept in sync.
The connection covers current, savings and joint accounts, with transactions arriving in Finos within minutes of settling.
Live balances
Every Novi account, refreshed automatically through the day.
Categorised transactions
Each payment sorted into your Finos categories as it arrives.
Scheduled transfers
Novi standing orders shown on the bill calendar before they run.
Setup Instructions
Connecting takes about a minute and uses Novi's own sign-in.
01 — Choose Novi Bank
Find it in the integrations list and press Connect.
02 — Sign in with Novi
Approve the connection on Novi's page; Finos never sees your password.
03 — Pick the accounts
Choose which Novi accounts to show in Finos.
Security & Privacy
The connection is read-only and encrypted end to end. Novi can revoke it from its side, and you can disconnect it from Finos, at any time.
Questions, answered clearly.
Your membership brings connected accounts, cards, budgets and goals into one workspace, with planning views, shared access controls and support included.
Yes! You can connect multiple bank accounts and payment cards in one place, making it easy to track transactions, monitor balances, and manage your finances.
Your financial data is protected with secure encryption, strict access controls, and industry-standard security practices to help keep your personal and financial information safe.
Yes! You can invite team members or trusted individuals to your workspace and manage their access permissions to ensure everyone can access only the information they need.
During the 14-day review, you can explore your financial activity, review connected accounts, and evaluate how well the platform meets your needs before making a final decision.
Absolutely! You can cancel your subscription, change your billing plan, or update your payment method at any time through your account settings.
Budgets and goals together
