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Finances

Your complete wealth. One dashboard.

Bank accounts, credit cards, crypto HODLs, and mortgages. Wumex brings light into your financial setup.

Link finances

What Finances offers

Your complete wealth. One dashboard.

Global Banking

Record accounts with IBAN, BIC, and SWIFT worldwide.

Crypto & Wallets

Secure documentation of wallets, seeds, and exchange logins.

Credit Card Vault

Manage card limits, expiry dates, and blocking numbers.

Investment Tracking

Bundle your depots, funds, and stocks in one place.

Loans & Mortgages

Terms, installments, and remaining debt crystal clearly visualized.

Bank Statement Scan

Automatically import statements via AI Hana.

How Finances works

Your complete wealth. One dashboard.

  • Clearly structured
  • Securely encrypted
  • Accessible anytime

Manage Finances

Select Finances Type

Choose the category you want to view or add.

Global Banking

Record accounts with IBAN, BIC, and SWIFT worldwide.

Crypto & Wallets

Secure documentation of wallets, seeds, and exchange logins.

Credit Card Vault

Manage card limits, expiry dates, and blocking numbers.

Investment Tracking

Bundle your depots, funds, and stocks in one place.

Loans & Mortgages

Terms, installments, and remaining debt crystal clearly visualized.

Bank Statement Scan

Automatically import statements via AI Hana.

Hana AI Live-Demo

From receipt to calendar.

1. Capture Document

Photograph, scan, or upload via drag-and-drop. Hana AI is ready immediately.

2. Recognize & Extract

The AI reads all relevant data flawlessly in milliseconds.

Expenses
Calendar
Documents

3. Automatically Sorted

Wumex distributes data into your modules, sets reminders, and archives the PDF.

Frequently asked questions about Finances

Everything you need to know about the Finances module.

Which financial products can I record?
Accounts, credit cards, loans, mortgages, crypto wallets, and stock depots.
Can AI Hana process documents?
Upload bank statements – Hana extracts IBAN and bank info flawlessly.
Are Crypto Seeds safe?
Your data is secured with state-of-the-art encryption (Swiss Cloud).
Are there reminders for credit cards?
We remind you in good time before the card expires for a renewal.

Discover more modules

Dashboard

Everything at a glance. No detours.

Contacts

Private & Business. Perfectly organized.

Companies

Company management. Radically simplified.

Invoices

Photograph. Capture. Pay.

Ready for less chaos?

Start now – for free, without setup, in under 60 seconds.

Start for free now
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This website uses cookies and similar technologies. Essential cookies ensure the basic functionality of the website. Additional cookies are only set with your explicit consent and are used for analysis and to improve our services. You can adjust or withdraw your selection at any time.
These cookies are required for the basic functions of the website.
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Speichert die Cookie-Einwilligung des Besuchers.
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persistent
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Aiara Privacy Suite
Purpose:
Stores the visitor's cookie consent choices (Necessary, Functional, Analytics, Marketing). Required for consent management and is technically necessary.
Duration:
12 months
aiara_vid
Provider:
Aiara Privacy Suite
Purpose:
Stores an anonymised visitor ID (UUID) for seamless consent logging. Contains no personal data and cannot be linked to any individual.
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persistent
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Provider:
Aiara Privacy Suite
Purpose:
Stores the expiry time of the anonymised visitor ID. Renewed together with the consent cookie and ensures the visitor ID is automatically reset after 12 months.
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