Common Questions
Do I need to log into my bank?
We do not require online banking logins. We analyze your financial history through a secure client portal, ensuring your credentials remain private and protected.
How is my data handled?
Your financial documents are submitted through our designated secure client portal. We never request your usernames, passwords, PINs, or full payment card numbers.
What is the turnaround time?
After we receive your transaction history, we typically provide a detailed 90-Day Financial Review within 7-10 business days. You will receive a polished PDF report.
Is this investment advice?
No. SpendReveal provides budgeting, cash-flow analysis, and financial coaching. We do not offer individualized securities, tax, legal, or accounting advice.
Are savings guaranteed?
We do not promise guaranteed savings. Our analysis identifies money leaks and savings opportunities to help you take back control of your financial future.
SpendReveal is not a Certified Financial Planner (CFP), investment adviser, tax professional, or fiduciary. We do not provide individualized securities, tax, legal, or accounting advice. Our service focuses on budgeting, spending analysis, and financial organization. We do not guarantee specific financial outcomes or savings. All financial decisions should be made after consulting with a qualified professional.