Maxint
Maxint acts as a personal financial analyst for users, helping them manage their financial matters more efficiently by making sure they are...
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What is Maxint?
Maxint is the ultimate financial operating system that serves as a modular financial workspace combining intelligent portfolio building, automated accounting, and custom AI models. It goes beyond basic financial tracking by providing a unified wealth dashboard that integrates banks, brokerages, crypto, and real estate into one view of your entire net worth. The platform features Finsight™ AI, your personal analyst that interprets data rather than just tracking it, allowing you to ask complex questions and get simple truths about your financial situation.
Maxint offers six pillars of financial mastery: Finsight™ AI for intelligent analysis, Portfolio Builder for automated rebalancing and tax-loss harvesting, Personal Economics to understand your real inflation rate and purchase power based on actual spending habits, Total Unity for unified account access, Commerce with double-entry accounting and instant invoices, and MCP Server & OCR for extracting structured data from documents using AI. The platform supports bank-grade security and is trusted by 50,000+ investors.
The tool is designed for personal and business finance users who want strategic oversight of their wealth. It adapts its dashboard to specific life stages and personas, making it suitable for investors at any level. Maxint is available on all major platforms including iOS, Android, macOS, Windows, Linux, and web browsers, with native performance and seamless synchronization across devices.
Maxint connects to 0+ financial institutions including major banks like J.P. Morgan, Wells Fargo, Citigroup, and brokerages like Fidelity, Vanguard, Charles Schwab, plus crypto platforms like Coinbase. The platform automatically categorizes transactions using AI, provides detailed overviews of interest earned and paid, helps find high-yield savings accounts, and enables users to track progress toward financial goals like saving for a down payment or retirement.
Maxint pricing
Pricing model: Free
Try Maxint 7-days free, cancel anytime. No credit card required. Every plan includes Net worth, Budget, Bills, Cash flow, Income, Expenses, Transaction tags, Yield, Inflation, Purchase power, Foreign exchange, Receipt split, Assets, Cash, Liabilities, Equity, Deposits, Credit cards. Starter plan features bank statement upload, cloud storage, multi-platform access, up to 2,000 transactions, and passwordless authentication. Basic plan includes all Starter features plus 1 bank connection, community support, daily transaction sync, up to 4,000 transactions, personalized insights, transaction categorization, multi-factor authentication, get started with AI, up to 100K tokens powering Finsight AI assistant. Standard plan includes all Basic features plus up to 3 bank connections, chat support, on-demand transaction sync, geocoding, up to 300 calls, up to 8,000 transactions, and enhanced AI up to 500K tokens. Premium plan includes all Standard features plus up to 6 bank connections, priority chat support, up to 9,000 transactions, and an AI financial research analyst with up to 1M tokens.
Maxint pros
- Unified wealth dashboard combining banks, brokerages, crypto, and real estate
- Finsight™ AI personal analyst that interprets data and answers complex questions
- Automated portfolio rebalancing and tax-loss harvesting for hands-off growth
- Personal Economics feature showing real inflation rate based on actual spending
- Double-entry accounting with instant invoices and recurring billing automation
- MCP Server & OCR for extracting structured data from documents using AI
- Bank-grade security protecting data of 50,000+ trusted users
- Cross-platform support on iOS, Android, macOS, Windows, Linux, and web
- Seamless synchronization across all devices with native performance
- AI-powered automatic transaction categorization with manual adjustment options
- Detailed breakdown of interest earned, paid, and bank fees
- Helps find high-yield savings accounts and certificates of deposit with better rates
- Financial goal tracking for down payments, retirement, and other objectives
- No credit card required to start using the platform
- 7-day free trial with cancel anytime option
- Passwordless authentication and multi-factor authentication security
- Cloud storage with multi-platform access
- Personalized insights based on your financial data
- AI financial research analyst included in Premium plan
- Up to 1M tokens powering Finsight AI in Premium plan
Maxint cons
- Limited bank connections - maximum of 6 even in Premium plan
- Transaction limits range from 2,000 to 9,000 depending on plan
- Starter plan requires bank statement upload instead of direct connection
- Community support only on Basic plan, no chat support
- Daily transaction sync on Basic, slower than on-demand in higher plans
- AI tokens limited to 100K on Basic plan
- No free tier - only 7-day trial before requiring payment
- Monthly fee required for data privacy and security
- Contains ads in the mobile app version
- Basic plan has only 1 bank connection limit
Frequently asked questions about Maxint
What is Maxint and what does it do?
Maxint is the operating system for personal and business finance that serves as a modular financial workspace. It combines intelligent portfolio building, automated accounting, and custom AI models to provide unified wealth tracking. Maxint doesn't just aggregate data from banks, brokerages, crypto, and real estate; it interprets it using Finsight™ AI to give you strategic oversight of your personal wealth.
How many financial institutions can Maxint connect to?
Maxint connects to 0+ financial institutions including major banks like J.P. Morgan, Wells Fargo, Citigroup, HSBC, Santander, Deutsche Bank, and UBS. It also supports brokerages like Fidelity, Vanguard, Charles Schwab, E*TRADE, Morgan Stanley, Interactive Brokers, Wealthfront, Betterment, and Robinhood, plus crypto platforms like Coinbase. The number of bank connections depends on your plan: 1 for Basic, 3 for Standard, and 6 for Premium.
What is Finsight™ AI and how does it work?
Finsight™ AI is your personal financial analyst that doesn't just track data but interprets it. You can ask complex questions about your finances and get simple truths. It's powered by AI tokens that vary by plan: up to 100K tokens on Basic, up to 500K tokens on Standard, and up to 1M tokens on Premium. The Premium plan also includes an AI financial research analyst for enhanced capabilities.
Is Maxint available on my device?
Yes, Maxint is designed to work on all major platforms with native performance and seamless synchronization. It's available on iOS (App Store), Android (Play Store), macOS (Intel/Silicon), Windows (Win 10/11), Linux (Flathub), and web browsers (Chrome/Safari/Edge). You can start on your phone and refine on your desktop with seamless synchronization across all devices.
What transaction limits apply to each plan?
Transaction limits vary by plan: Starter allows up to 2,000 transactions, Basic allows up to 4,000 transactions, Standard allows up to 8,000 transactions, and Premium allows up to 9,000 transactions. All plans include core features like Net worth, Budget, Bills, Cash flow, Income, Expenses, and more regardless of transaction limit.
How does Maxint help with finding better bank accounts?
Maxint helps you explore alternative bank accounts by finding high-yield savings accounts and certificates of deposit (CDs) that offer better interest rates. It also helps discover checking and savings accounts without monthly maintenance fees or hidden costs. The platform provides detailed overviews of interest earned on savings and investments, interest paid on loans, and fees charged by banks to identify cost-saving opportunities.
What security measures does Maxint use?
Maxint uses bank-grade security with advanced security measures to protect financial data. Features include passwordless authentication, multi-factor authentication, and privacy-focused architecture. The platform uses bank-grade encryption and monetizes through value rather than your data. Your privacy and security are prioritized, with data encrypted in transit and the ability to request data deletion.
What is the Portfolio Builder feature?
Portfolio Builder provides automated rebalancing and tax-loss harvesting designed for hands-off growth. It helps manage your investment allocation across Real Estate, Stocks, Crypto, and Cash, with the dashboard showing your net worth changes and allocation percentages. This feature is part of the six pillars of financial mastery integrated into Maxint's single high-fidelity lens.
What is included in every plan regardless of tier?
Every plan includes Net worth, Budget, Bills, Cash flow, Income, Expenses, Transaction tags, Yield, Inflation, Purchase power, Foreign exchange, Receipt split, Assets, Cash, Liabilities, Equity, Deposits, and Credit cards. This means core financial tracking and analytics are available across Starter, Basic, Standard, and Premium plans, with differences mainly in bank connections, transaction limits, AI tokens, and support levels.