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FinanceWorks

Are you a bank or credit union? Click here.

About Us

FinanceWorks™ is a suite of personal and small business online financial management tools, bringing together the power of Intuit – the maker of Quicken®, QuickBooks, and TurboTax® – and your local bank or credit union.

For over 25 years, Intuit has been the leader in financial management software, focusing on simplicity and ease of use. We serve more than 5,000 financial institutions, nearly 25 million consumers and nearly 7 million small businesses. Our mission is to invent solutions to solve important problems, perfect those solutions and delight you, our users.

More than 400 banks and credit unions across the United States are live or are implementing our online financial management tools, such as FinanceWorks and Small Business FinanceWorks, to help you gain greater visibility and control over your financial decisions. All these services are brought to you by a trusted and secure source: your bank or credit union.

With FinanceWorks, you can:

  • Track and categorize your personal and family spending from more than 12,000 financial institutions and creditors.
  • Manage and predict your cash flow.
  • Ensure bills are paid on time regardless of how you pay them.
  • Set spending goals.

With Small Business FinanceWorks, you can:

  • View billing, banking, and payroll. All in one place – anytime, anywhere.
  • Run payroll anytime, anywhere.
  • Create, send and track customized, professional invoices.
  • Accept credit card payments online or by phone.
  • Get faster access to funds, right from your office.