Perfios Money Manager

Perfios (PERsonal FInance One Stop) is an online money manager which provides a complete view of your financial status anytime, anywhere. Be it Bank accounts, credit cards, mutual fund investments, shares, Insurance policies, loans, Fixed Deposits etc. anything that revolves around your money, can be tracked at Perfios.

No more...

  • “I do not know where I have kept the papers” scenarios!
  • Logging to multiple accounts to check where you stand money-wise!

Two simple ways to ease your money management worries:

  • Link your accounts for automatic updates;
  • Upload all your e-statements lying idle in your Inbox.


Yes, It's that easy. Not just a one stop, you can even...

  • Compute your Tax Liability 
  • Store financial documents,
  • See your shopping, dining, other spending patterns etc,
  • Get automatic alerts for your Loan EMI, Insurance premium due etc.

and much much more!

Perfios currently supports around 200 Indian institutions for automatic updates (list here) and recognizes 600+ e-statements (list here).

The solution has among other things, the following salient features:

Perfios provides a 360 degree view of your personal finance by consolidating ALL account types (Banks, Credit cards, Mutual Funds, Equity, Insurance, Loan, PPF, Bonds, Post Office and other Small Savings Instruments, Real Estate, Gold etc.) automatically. List of supported Institutions here.
Perfios provides a unique way for you to upload statements of various account types so that data gets populated without any manual effort. This is extremely useful in an environment like India where many people may not have online access or not used to sharing online credentials. Perfios recognizes close to 500 e-statements, list here.
In addition to uploading statements through the application, Perfios makes it easier for you to forward them using standard email. Any statement can be forwarded through email and Perfios takes care of populating the appropriate accounts for the user thus minimizing cumbersome and time consuming data entry.
Perfios not only consolidates account information automatically, but also auto-categorizes the various transactions so that you can perform variety of analytics on the consolidated data
Manage the finances of your entire family using Perfios and yet preserve the privacy of an individuals accounts by using the Shared Accounts feature. Using this feature, you can not only share on a selective basis the required accounts with other family members but also with one's tax consultant, financial planner etc.
Perfios has an automated Income Tax Wizard that helps in IT computation from the data stored within Perfios. The system generates various IT related reports such as Cash Flow Statements and Capital Gain Reports.
In addition to accessing all the information from your PC, you can also use your mobile phone to perform all actions with the application
Automated Reminders and Alerts notifies you of the important payment, maturity dates etc.
A comprehensive Reporting Framework enables you to generate various reports that can provide insights into your finances so that you can take quick corrective actions
As a single stop portal, the solution also provides a Secure Document Storage so that you can store all relevant financial documents.
One website (single location) for you to access all data (across all institutions)
Some of the best names (VeriSign, TrustGuard and Paladion) in the Data Security business ensure that Perfios provides highest level of security for you.

Perfios provides plenty of other time-saving techniques that can make the Personal Finance Management a simple activity for you. Thus alleviating your current pain points without consuming too much time.

MY BUDGET: Now you can manage your expenses right here in your Perfios account. Set up Budget limits for your expenses as per the system categories or for the categories created by you and Perfios will track your spending and keep the My Budget tab up-to-date. The beautifully color coded bars will showcase all the categories and where you are currently, accordingly you save or splurge! :)

signup free

Release Notes

To see the list of Institutions supported for Automatic Updates, click here

To check the list of Institutions whose e-statements Perfios supports, click here

 

 

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