Gemacht für die Schweiz

Deine Finanzen.
Selbstbestimmt.
Privat.

Finance Hub kennt deine gesamte finanzielle Situation — Konten, Portfolio, Budget, Steuern, Versicherungen, Vorsorge — und nutzt KI, um dir persönliche Empfehlungen zu geben, deine Entscheidungen zu begleiten und dir zu helfen, dein Geld besser zu verwalten. Gebaut für die Schweiz mit 3-Säulen-Vorsorgetracking, Live-Portfolio-P&L und KI-gestütztem Dokumentimport. Läuft lokal. Keine Cloud.* Kein Abo.

Alle Features ansehen

100% Lokal

8 Finanz-Module

3 Säulen-Strategie

FIRE Freiheits-Rechner

Finance Hub — Dashboard

What's inside

Eight pages.
One complete picture.

Alle Seiten sind miteinander verknüpft. Daten aktualisieren ist einfach — importiere ein Dokument per KI oder bearbeite Einträge direkt inline.

AI document import

Egal ob PDF, Foto, CSV oder Excel — einfach auf der passenden Seite importieren und die KI extrahiert die Daten automatisch. Jede Sektion hat einen eigenen Import-Prompt, den du an deine Dokumente anpassen kannst — die KI lernt dein Format und wird mit jedem Import genauer. Kein manuelles Eintippen. Funktioniert mit Claude, GPT-4o, Gemini oder lokal via Ollama.

Tax report export

Ein Klick generiert einen strukturierten Steuerreport — Kontostände, Anlagepositionen, Einkommen, Versicherungsprämien und Abzüge. Direkt an den Treuhänder übergeben oder in die Steuererklärung einfügen.

100% manual mode

Finance Hub works completely without AI. Every page supports direct inline editing — type your numbers, manage your accounts, build scenarios. No API key needed, no tracking, no external connections. Fully private, fully local, fully yours.

Coming soon

Your finances,
on the go.

The full Finance Hub experience as a native mobile app. Manage accounts, build scenarios, track your wealth — everything you do on desktop, in your pocket. Sync via Google Drive, Microsoft OneDrive, your own private cloud, or manually via import/export.

All 8 screens — dashboard, accounts, portfolio, scenarios, tracker, expenses, transactions, strategy

Full editing — create, modify, and manage all your financial data

Secure sync — your files on Google Drive, OneDrive, your own private cloud, or manual import/export

Charts and dark mode — same visual experience as desktop

Design partner · not customer

Build Finance Hub with us —
as Founding Fiduciary Partner.

We're looking for one Swiss fiduciary per canton as development partner — not as customer. Your private clients today arrive with shoeboxes and PDF bundles. With Finance Hub they arrive with a structured export: accounts, positions, insurance — ready. Save 1–2 hours per mandate. You shape the roadmap, co-brand the product, and share in the revenue.

What you get

White-label + lifetime licence

Whitelabel version with your logo, colors, and optional custom domain. Free lifetime licence for your own firm. Logo placement on the Finance Hub site as launch partner.

What you bring

2–3 test mandates · feedback

2–3 real private clients as test users for 6 months. One 1h strategy call per month, structured feedback, and domain expertise on tax software workflows, fiduciary standards, and compliance. Max. 2 hours of your time per month.

Economics

20–30% revenue share · 3 years

20–30% revenue share on every end customer who signs via you, for 3 years after contract. Founding Fiduciary Partner title, exclusive for your canton or region for 12 months.

Ground rules

6-month pilot · Letter of Intent

Simple Letter of Intent for the pilot, formal agreement after 6 months. Mutual exit with 3 months notice. Code ownership stays with Finance Hub — you hold a licence, no co-ownership. Data stays self-hosted; PII is masked before any cloud AI call.

Apply as Founding Partner Ask a question

Pricing

Buy once.
Own forever.

No subscription. No hidden fees. Your data, your choice — local or synced on your terms.* Pay once and Finance Hub is yours.

Desktop + Mobile

CHF 89

One-time · Mac, Windows, Linux & Mobile

Desktop app + mobile app included
All 8 app pages on every device
Secure sync — Google Drive, OneDrive, or your own private cloud
Bring your own AI key (Claude, OpenAI, Gemini)
100% local with Ollama — no data leaves your machine
Lifetime updates
Priority support

After purchase you'll receive the download link and license key via email. Desktop available for macOS, Windows & Linux. Mobile app included — sync across all your devices.

Design Partner Program

By application

1 fiduciary per canton

Whitelabel (logo, colors, domain)
20–30% revenue share · 3 years
Monthly 1h roadmap call
Regional exclusivity · 12 months
6-month pilot via Letter of Intent

Apply as Founding Partner

* App data is stored locally on your machine by default. Optional cloud sync (Google Drive, OneDrive, or your own private cloud) is available for multi-device use — you choose if and how your data syncs. If you use a cloud-based AI provider (Claude, OpenAI, Gemini, etc.), your financial context is sent to that provider's API. For full data privacy, use a local model via Ollama and skip cloud sync.

Deine Finanzen.Selbstbestimmt.Privat.

Eight pages.One complete picture.

Dashboard

Your finances,on the go.

Build Finance Hub with us —as Founding Fiduciary Partner.