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How it works

From your data to actions you approve

This is how Woofi works, step by step. No surprises.

The journey, in five steps

  1. Add your data

    Upload statements (PDF, Excel or CSV) from your bank and card companies, or connect your bank through a licensed open-banking provider, read-only.

  2. We read and sort

    Woofi finds income, spending and regular bills and sorts them into categories.

  3. We look for opportunities

    We compare regular bills with checked prices, look for double insurance and check rights you may be owed.

  4. You get clear information

    Every finding comes with an explanation, a source and the date we checked. If you need personal advice, we hand you to a licensed partner.

  5. You decide

    We act only after your clear OK. You can also ignore, postpone or ask more.

What happens to the files you upload

  • Your file is encrypted as it uploads.
  • We read the transactions and then delete the file, unless you choose to keep it in your document vault.
  • You can always see which files and sources are stored, and delete them with one tap.

What "you approve every action" means

  • Before any action, you see what will happen, what it costs and how to cancel.
  • You approve one action at a time, never a blanket permission.
  • If Woofi earns a commission, it says so next to the offer.
  • You can withdraw a request as long as it has not been carried out.

Woofi gives information. Personal insurance, pension, investment, tax and mortgage advice comes only from licensed partners.

Ready to see your family's money clearly?

Start free. Nothing moves without your OK.

Start freeHow it works