Leases that read themselves
A. YilmazLease recognised€1,860.00Expected rentAll modules. Four specialist cockpits.
One system.
Finaure maps your complete company and family structure and handles the day-to-day work on your wealth within it: from the first bank account sync to the finished handover to your advisers.
Images of people on this page are AI-generated; the people shown are fictitious.
From receipt to finished handover, without retyping.
Upload everything in one place. Finaure recognises whether it is an invoice, a contract or a bank statement, and creates the matching records or updates existing ones.
- Leases turn into tenant, unit and expected rent
- Invoices and e-invoices are assigned to company and asset
- Bank and securities statements in many languages
- Smart Data Sync updates instead of duplicating
Then continues automatically as your chosen subscription unless you cancel beforehand.
A. YilmazLease recognised€1,860.00Expected rentInvoices and e-invoices, assigned instantly
Stadtwerke MünchenEnergy€1,080.00netBank and securities statements in many languages
FRBanque Privée · March48 entries · 0 duplicates€1.24mBalance
Existing records are updated, not duplicated
Lindenstraße 12Update, not duplicate3 fieldsSuggestedThe right depth for every type of asset.
Four specialist cockpits, one for each type of asset. Each shows exactly the figures, contracts and documents that matter there.
- Real estate cockpit Properties & rents
- Securities cockpit Securities
- Company cockpit Companies
- Personal cockpit Private wealth
Every property with tenants, leases and loans
Lindenstraße 12Expected/actual 100%€14,880Rent / monthPortfolios with prices that update themselves daily
42Banque Privée portfolio42 positions€3.82mPortfolio value
Companies with investments and deadlines
Berg Holding GmbH3 investments€12.4mEquityEvery person with their entire wealth
Martin BergFamily · 4 people€21.7mNet worthAll accounts. Automatically in sync.
Bank accounts are connected via the finAPI web form. Login details are held exclusively by the BaFin-regulated provider, never by Finaure.
Categorisation that learns
A rule set with direction logic plus user rules that learn from a single transaction.
Rent matchedTransaction matching
Incoming payments are matched automatically to expected rents, charter fees and capital calls.
Bank statement import
AI parsing for banks without a direct connection, in several languages, with balance update.
Payment runs & approval
Batch or individual approval with a role check and a complete audit log.
Your structure. Visible and manageable.
Holding companies, limited companies, foundations, communities of heirs and family ties as an interactive structure overview. See who owns what, and through which company: the actual ownership structure, not just a list of assets.
Interactive structure overview
Switch between the investment and the family view, filter, print as PDF.
Tax-free allowance calculator
10-year rule for each family relationship, integrated directly into the structure overview.
Roles & permissions
Six roles, from owner to read-only adviser. For each person, company or foundation, you decide who sees what.
Payment approval (four-eyes principle)
Configurable by amount threshold, initiating and approving roles, enforced on the server.
Prepared for an emergency.
A structured emergency folder for each person, drawn automatically from your real data. If an account changes, what is in the emergency folder changes too.
Emergency folder
Powers of attorney, advance directives, wills, insurance policies, with progress indicator and PDF export.
Emergency view
A simplified view for emergencies: only the documents on file and the key contacts, in large, easy-to-read type.
External delegation
Tasks sent by magic link to your adviser or lawyer, without them needing an account.
Data room
Configurable PDF snapshot of your financial position for your bank or advisers.
Everything included. In every tier.
No feature tiers, no limits on users or modules.
Overview & structure
Your entire wealth and its actual ownership structure in one place.
- Dashboard: total wealth, updated daily
- Entities & structure overview
- Tax-free allowance calculator (10-year rule)
- Investments: KPIs, cash flows, deadlines
- Assets across all asset classes
- Drill down into any area with one click
Banking & accounts
All bank accounts in sync, every receipt read by AI, automatically assigned to company and asset.
- finAPI connection (login details never stored by Finaure)
- Categorisation that learns
- Transaction matching for rents & capital calls
- Bank statement import with AI
- AI receipt inbox with assignment to company and asset
- Detection of cancellations & credit notes
Receipts & handover
Complete documents for your adviser, without them ever having to wait for you.
- Review workflow with 5 stages
- Export in formats customary in each country (e.g. DATEV, BMD, RZL, FEC, CSV)
- Payment run with batch & individual approval
- Payment approval above a configurable amount (four-eyes principle)
- Export history & audit log
- Inline editing in the table
Analysis & sharing
Consolidated management reporting and bank-ready reports at the push of a button.
- Consolidated P&L with intercompany elimination
- Proportionate consolidation & budget vs actual
- Liquidity forecast incl. expected rents
- Ready-made reports + flexible report builder
- Report subscriptions: download link sent regularly by email
- Data room: PDF snapshot for third parties
AI & automation
11 pipelines that create records from documents, not just read data.
- SmartUpload: 11 AI document pipelines
- SmartOnboard: bulk import of up to 50 files
- SmartMarket: daily updated prices & precious metal holdings
- SmartAssist & SmartGuide: AI that knows your structure
- SmartWealth: scenarios for retirement & sales
- Smart Data Sync with confidence threshold
