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Three shapes, one product

AI2Fin is local-first: the same application runs as a hosted service, as a desktop app whose database is a file on your disk, or on infrastructure you operate. Features are the same; what differs is where your records and your credentials live, and therefore which integrations a provider’s terms allow.

Cloud

Sign up and start. Every feature, nothing to install.

Desktop app

Download for Windows, macOS or Linux. Your folder, your database.

Self-hosted

Docker Compose or a one-stack AWS deployment.

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What runs where

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Bank feeds

The rule behind the table: a personal-use bank token may live on hardware you control, not on a server we operate. Details on the bank feeds overview.

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AI assistants (MCP)

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Intelligence (categorisation, receipts, chat)

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Desktop app

The desktop app runs a small server bound to loopback on your machine and keeps everything in one folder: fin.db, attachments, sealed secrets and encrypted backups. Read where your data lives for the folder layout, backups and how to verify that nothing leaves, and sync across devices for using it on more than one machine.

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Self-hosted

Two supported shapes, both running the whole product — application and database — on infrastructure you control. Your financial records never sit in an AI2Fin-operated database; the only thing that reaches AI2Fin is a licence check and, if you use Standard intelligence, the rows you ask about.
Two containers and a volume; runs anywhere Docker runs. Set SIMPLEFIN_BRIDGE_ALLOWLIST to the bridge hosts you use (beta-bridge.simplefin.org,redbark.com) — it is an SSRF control, and an unlisted bridge is refused.

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Licensing, plainly

  • A licence is a person, on as many of their own devices as they use, on as many sets of books as they like — including clients’ books.
  • When a licence lapses, the deployment returns to the free plan and keeps running. Nothing is locked, deleted or held back; export keeps working. That is written into the licence, not merely promised.
  • Giving other people logins to an instance you run needs a practice licence. Get in touch.

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Frequently asked

No. The desktop app and self-hosted builds are licensed software with a free tier, and the database is plain SQLite (desktop) or Postgres (self-hosted) you can open with any tool. The claim we make is your data stays yours and you can verify it, not you can read our code.
Yes. Export from one and import into another, or use an encrypted backup from the desktop app. Feeds are reconnected in the new home because the credentials belong to that installation.
Cloud if you want zero setup and every feed that runs there. Desktop if you want your records on your own disk with no account. Self-hosted if you are a firm that needs the whole thing inside your own perimeter.