Your household finances. One clear picture.
MiteFi brings your accounts, bills, property, investments, and goals together in one organized place — at your own pace, with no bank connection required to get started.
Illustrative MiteFi dashboard preview: Net Worth $518,200, made up of assets — Property $412,000, Investments $321,000, Cash & Bank $40,000 (total $773,000) — minus liabilities — Mortgage $248,500, Credit Cards $6,300 (total $254,800). Financial Health score 76 (Good) — an educational indicator, not a credit score — and Bills due this week 2, Home equity $163,500.
AI document scan · Pro
Less typing.
More clarity.
Upload a bill, insurance policy, or financial statement—or snap a photo. MiteFi uses AI to pull out key details so you can review and save them.
AI extraction is available with Pro. You review the details before they’re added to your finances.
- 01Upload or scan
- 02Review details
- 03Save to MiteFi
From paperwork to a plan
Illustrative exampleelectric-bill.pdf
Evergreen Electric
- Amount due
- $128.40
- Due date
- Oct 24, 2026
Key details, ready for your review
Review your bill
- Provider
- Evergreen Electric
- Amount due
- $128.40
- Due date
- Oct 24, 2026
Demo only. No document uploaded or records changed.
Explore MiteFi
One product, several views
Everything in one place
Net Worth, Financial Health, and what needs attention — the same summary as your real Dashboard.
Illustrative Overview example — fictional sample data.
Documents & review
MiteFi suggests. You decide.
Nothing is applied until you review and confirm it yourself.
1. Document
2. Suggested fields
- Carrier
- Illustrative Insurance Co.
- Policy number
- HP-0000000
- Annual premium
- $1,240
- Renewal date
- March 12
3. Review & confirm
Nothing is applied until you review and confirm it yourself.
Getting started
Three steps, at your own pace
Add a few things
Start with an account balance, a bill, or a goal. No bank connection required.
See it come together
Your Dashboard and Financial Health update as you add information.
Invite your household
Bring in the people you share finances with, whenever you're ready.
Privacy & control
You decide what MiteFi sees
Security practices and capabilities may evolve as MiteFi grows.
FAQ
Frequently asked questions
What is MiteFi?
MiteFi is a household financial organization and planning platform. It helps you see your Net Worth, Cash Flow, Bills, Investments, Property, Debts, Goals, and Financial Health in one place, and points you toward useful next actions.
Is MiteFi a bank or financial advisor?
No. MiteFi is not a bank, brokerage, credit bureau, fiduciary, tax service, or legal advisor. It's a tool for organizing and understanding your own financial information.
Is Financial Health a credit score?
No. MiteFi's Financial Health Score is an educational planning indicator based on the information available in your account. It is not a credit score and does not constitute financial, investment, tax, insurance, or legal advice.
Do I need to connect a bank account?
No. You can add and manage your financial information manually, at your own pace. If you'd like, you can also connect accounts instead of entering them by hand.
Can I use MiteFi with my family?
Yes. MiteFi organizes financial information at the household level, and you can invite the people in your household to join it. Everyone you invite sees the same accounts, bills, property, and goals, and household owners manage membership and access.
What information do I need to get started?
You can start with just a few records — an account balance, a bill, or a goal — and add more over time. There's no requirement to enter your full financial picture up front.
Can I skip setup steps?
The planned onboarding experience is designed to allow optional steps. Today, you can add information at your own pace inside the app.
How does MiteFi use my data?
The financial information you enter is used to power the features you see inside MiteFi, like your Dashboard, Financial Health, and Goals. It is scoped to your household, and it is not used for advertising in the current product model.
Does MiteFi provide investment, tax, legal, or insurance advice?
No. MiteFi's features, including Financial Health and Goals, are educational and organizational tools. They are not investment, tax, legal, or insurance advice.
What features are planned?
A few features are planned but not yet available: AI Financial Coach. None of these exist in MiteFi today.
Bring your financial life together.
Start with a few details. Add more over time as MiteFi helps you understand where you stand and what to focus on next.