Help Center
Find answers to frequently asked questions below.
How do I get started with SoyFin?
Simply create an account with your email, upload your bank statement PDF, and SoyFin will automatically categorize your transactions and start tracking your spending.
What file formats are supported?
We currently support PDF bank statements from most major banks. We're continuously adding support for more banks and formats.
Is my financial data secure?
Absolutely. All uploaded documents are encrypted in transit and at rest. We never store your bank credentials, and your data is never shared with third parties.
Can I set budgets and financial goals?
Yes! After uploading your statement, you can set monthly budgets by category, create savings goals, and track your progress over time with visual dashboards.
How does AI-powered insights work?
Our AI analyzes your spending patterns to identify trends, suggest areas where you can save, and provide personalized recommendations to help you reach your financial goals faster.
Can I use SoyFin on multiple devices?
Yes, SoyFin works across all your devices. Your data syncs automatically so you can check your finances from your phone, tablet, or computer.
How do I cancel my subscription?
You can cancel anytime from your account settings. There are no cancellation fees, and you'll retain access until the end of your billing period.
How can I contact support?
You can reach our support team at help@soyfin.com. We typically respond within 24 hours on business days.
Still need help?
Reach out to us at help@soyfin.com