- Assign receipts
- Reconcile rents
- Import bank statements
Minimal manual work
Receipts, rents and bank statements are largely processed automatically. You review and approve.
All your wealth.
One system.
Family office software for wealthy individuals, entrepreneurial families and holding companies. For companies, bank accounts, securities, real estate and investments, with finances, controlling, contracts and documents.
Then continues automatically as your chosen subscription unless you cancel beforehand.
- Data stored in the EU
- GDPR · EU hosting
- Bank connection via finAPI (BaFin-regulated)
- AI via Claude API
Not just seeing what you have.
Managing what you have.
What if your wealth didn't just sit on a screen but worked for you? Finaure is the AI-supported software that reads receipts, reconciles payments and keeps your structure up to date. You keep the final say.
SmartAssist AI
Ask questions about your wealth and get answers, reports and analyses.
1M3MYTD1Y
+ 0.0%Securities + 0.0%Real estate + 0.0%Private equity + 0.0%
Performance updated daily
Return and performance of your wealth, updated every day.
OpenCapital call Fund II€1.25mBalance €4.49m
Payment run with reconciliation
You pay approved receipts together in one payment run. Finaure reconciles them with your account transactions.
Upload. Let it sort.
Stay on top of it all.
No weeks of setup: you choose a tier and share your documents and bank accounts. The AI does the legwork, and SmartGuide takes you through every feature.
SmartUpload
What would you like to upload?
Receipt
Tenancy agreement
Contract
Loan agreement
Vehicle documents
Property exposé
Securities statement
Bank statement
Photo of an item
Entity *Select entity …Next
Every asset in its place.
Real estate, vehicles, yachts, jewellery and art: with image, purchase price and value history. Quick to add, with values you can update at any time.
One cockpit for everything that is yours.
Dr. Katharina Reinholt
Person · 52 years · Hamburg
Net worth€14.32m
Assets€15.52m17 positions
Liabilities€2.10m
Holdings€900,000.003 holdings
Family3
Asset allocation
Property 5×
€11.50m
Portfolio 1×
€1.79m
Bank account 3×
€830,700.00
Art 2×
€560,000.00
Jewellery 5×
€520,000.00
Multibanking. All in Finaure.
Connect every bank, see every balance in one place and pay invoices directly.
Connected via
Regulated by BaFinLogin details never reach Finaure
Regulated by BaFinLogin details never reach Finaure
Total balance€2,418,65012 banks · 23 accounts
Bulk transfer · 3 invoicesOne TAN · paid
Invoice in. One click. Paid.
Finaure reads the invoice, assigns it and obtains the approval. Then one click is all it takes.
DocumentInvoice 2026-0912
- Supplier
- Gebäudeservice Lehmann GmbH
- Amount
- €3,800.00
- Due
- 2 Oct 2026
- IBAN
- DE21 ···· 1357 90
- Category
- Cleaning
- Assigned to
- Apartment building Prenzlauer Allee 47, Berlin
- Approval
- Approved by Markus Reinholt
Pay · €3,800.00
Invoice data recognised by SmartUpload, payment via finAPI with confirmation in the bank window.
Every document in the right place.
SmartUpload recognises the document type, assigns the document to the right person and asset and files it. Deadlines and tasks sit right alongside.
| Document | Category | Entity | Asset | Date |
|---|---|---|---|---|
| Tenancy_agreement_Yilmaz_Eppendorfer_Weg.pdf | 24 Sep 2026 | |||
| 12_Jewellery_valuation_Cartier_necklace.pdf | 22 Sep 2026 | |||
| 11_Valuation_Mercedes_280SL.pdf | 22 Sep 2026 | |||
| 10_Foundation_charter_Reinholt.pdf | 22 Sep 2026 | |||
| 08_Securities_statement_Berenberg_2026-06.pdf | 22 Sep 2026 | |||
| 13_Lease_agreement_EQS580.pdf | 22 Sep 2026 | |||
| 16_Land_register_extract_Eppendorfer_Weg.pdf | 22 Sep 2026 |
Five Smart modules
that think ahead for you.
Plan, value, import and ask, based on your real data. The AI runs on Claude by Anthropic, with contractually agreed zero data retention: Anthropic does not store your content after processing, and training is contractually excluded.
SmartFinance
Finaure calculates from your history, contracts and fixed items what a month costs and brings in. No budgets to maintain, plus a liquidity forecast for up to twelve months.
SmartWealth
Work through retirement, purchases and reallocations in advance: conservative, expected, optimistic. A model calculation based on your real data.
SmartMarket
Daily updated prices for shares, ETFs, precious metals and exchange rates. Securities positions and metal holdings are revalued automatically.
SmartOnboard
Up to 50 files at once, from PDF to Excel. The AI recognises assets, bank accounts and contracts. You review and accept them in one go.
SmartAssist
A chat that knows your structure and explains deviations in SmartFinance. Only with your consent; Finaure first replaces names and IBANs with placeholders.
A tier for every size.
All features in every tier, no extra charges for users, accounts, banks or countries. Only your gross assets count, with a 10% buffer before an upgrade is suggested.
MonthlyAnnually 2 months free
S
€59/ month
incl. 19% VAT · €49.58 net
Gross assetsup to €5m
AI creditapprox. 2maround 150 receiptsor requests
Everything included
Try free for 14 days- All features included
- Unlimited users, accounts & entities
- Multibanking (DE · AT · NL)
- SmartUpload, SmartAssist & SmartGuide
- SmartWealth & SmartFinance
- Documents, data room & reports
M
€119/ month
incl. 19% VAT · €100.00 net
Gross assets€5m – 25m
AI creditapprox. 4maround 300 receiptsor requests
Everything included
Try free for 14 days- All features included
- Unlimited users, accounts & entities
- Multibanking (DE · AT · NL)
- SmartUpload, SmartAssist & SmartGuide
- SmartWealth & SmartFinance
- Documents, data room & reports
L
€239/ month
incl. 19% VAT · €200.84 net
Gross assets€25m – 75m
AI creditapprox. 8maround 600 receiptsor requests
Everything included
Try free for 14 days- All features included
- Unlimited users, accounts & entities
- Multibanking (DE · AT · NL)
- SmartUpload, SmartAssist & SmartGuide
- SmartWealth & SmartFinance
- Documents, data room & reports
XL
€690/ month
incl. 19% VAT · €579.83 net
Gross assets€75m – 150m
AI creditapprox. 23maround 2,000 receiptsor requests
Everything included
Try free for 14 days- All features included
- Unlimited users, accounts & entities
- Multibanking (DE · AT · NL)
- SmartUpload, SmartAssist & SmartGuide
- SmartWealth & SmartFinance
- Documents, data room & reports
- Personal onboarding session
AI included. Less manual work.
Every tier includes a monthly AI credit. The AI reads receipts and suggests the data. The decision remains yours.
Unlimited AI credit during onboardingFor the first 4 weeks after registration, AI usage does not count (Fair Use). Ideal for setting up your assets with SmartOnboard.
Saround 150receipts or requests per month
Maround 300receipts or requests per month
Laround 600receipts or requests per month
XLaround 2,000receipts or requests per month
Back to full on the 1st of the monthEven if your subscription starts mid-month. The credit applies per subscription.
More credit when neededAI add-on for €10 incl. VAT. The tier depends solely on gross assets.
The essentials keep runningAutomatic account sync, planning and reports never count. If the credit is used up, only the AI pauses.
Over €150m. An offer made to measure.
For entrepreneurial families, holding companies and family offices with large, layered structures: the full scope of Finaure, a personal contact and a price that fits your wealth.
Request an offerEvery featureEvery module, every specialist cockpit, all AI pipelines. No extra charges for users, accounts, banks or countries.
A personal contactOne dedicated person at Finaure who knows your structure and answers your questions directly.
Guided onboardingIn an onboarding session we go through your structure together. SmartOnboard takes in up to 50 files at once.
Price by agreementInstead of a list price, you receive an offer based on your gross assets and your structure.
AI-powered analysis.
Minimal data, stored in the EU.
Finaure uses AI to analyse documents and answer questions about your wealth. With contractually agreed zero data retention: Anthropic does not store your content after processing, and training is contractually excluded.
- Bank credentials held solely by the licensed provider finAPI
- EU hosting, data strictly separated per account
- Jonas WeidemannDE89 3704 0044 0532 0130 00+€1,250.00Rental income
- Dr. Martina KellerDE12 5001 0517 0648 4898 90-€890.00Advisory
- Hausverwaltung Brandt GmbHDE75 5121 0800 1245 1261 99-€4,320.00Service charge
Illustrative example. In SmartAssist, names and IBANs are replaced before any data is sent to the AI.
