Your finances, in one place

Manage your accounts and transactions from one dashboard. Filter, edit, and customize to fit your needs.
SerraFi Dashboard Screenshot

See your cash live

Get a real-time view of every dollar across SerraFi and your linked accounts, complete with "money in"/"money out" breakdowns and a 30-day trend chart that highlights spikes and dips.

Current Balance
$0
Hover to explore
Money In:
Money Out:
Recent Transactions
Dec 15 Stripe Payment +$2,840.00
Dec 14 Office Supplies -$124.99
Dec 13 Client Invoice #4821 +$8,750.00
Dec 15 Stripe Payment +$2,840.00
Dec 14 Office Supplies -$124.99
Dec 13 Client Invoice #4821 +$8,750.00
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Date Description Amount
Dec 15 Stripe Payment +$2,840.00
Dec 14 Office Supplies -$124.99
Dec 13 Client Invoice #4821 +$8,750.00
Dec 12 Software License -$299.00
Dec 11 Bank Transfer +$5,200.00

Drill into every transaction

Search, filter, and export your full transaction history in seconds. Whether you need to pull a CSV for accounting or zero in on a single entry, SerraFi makes reconciliation effortless.

Protect every dollar

Deposits are insured up to $250,000 through our banking partner*.

SerraFi Vault
$930,042
Gringotts Wizarding Bank
$250K insured
Iron Bank of Braavos
$250K insured
Bank of Canto Bight
$250K insured
Central Bank of Gondor
$180K insured
Last sweep: