See it working
Twenty minutes, with your own case in front of you
We show you Navefi on a video call, with the questions that matter to you: your bank, your kind of income, your household. No sales deck and no commitment.
Book the callTwenty minutes · no commitment
The screens we will look at
These panels are the application’s own components, filled with example figures. On the call we show the same screens — and, if you want, with your own data, by connecting your bank live.
Net worth
€148,321
+12,4%over the last 12 monthsWhere the money sits
Accounts, investments and property
Total€284.7K
Accounts5%13 998,55 €
Investments10%28 940,00 €
Property81%232 000,00 €
Car3%9 800,00 €
Recent transactions
categorised without being asked
BoltTransport-€12.40
- ContinenteGroceries-€71.30
AuchanGroceries-€63.80
- NetflixSubscriptions-€13.49
Connected banks
Read-only access, under PSD2
Millennium BCPsynced 6 h ago · Current account€2,480.15
Caixa Geral de Depósitossynced 6 h ago · Savings€11,200.00- Revolutsynced 9 h ago · Multi-currency€318.40
Coverflexsynced 14 h ago · Meal card€162.80
- Twenty minutes, over video
- No sales deck
- If it does not fit, we say so
What fits into twenty minutes
The call follows your questions. These are the four we hear most often.
- 01We connect your bank liveIf you want, we make the connection during the call and you watch your transactions arrive. If you would rather not connect anything, we show it on a sample account.
- 02The security questions, in technical detailWhat PSD2 allows and forbids, what is hosted where, and what happens when you revoke. We answer at whatever level the question is asked.
- 03Your kind of incomeSelf-employed invoicing, a salary with a meal allowance, rental income, or all three at once. We show how each one actually behaves.
- 04If it does not fit, we say soThere are cases Navefi does not solve well. We would rather say it in twenty minutes than keep an unhappy customer for a year.
This month’s budget
Day 18 of 31
Groceries€274 / €320
Restaurants€92 / €150
Transport€335 / €320
Utilities€143 / €140
Leisure€203 / €200
Portfolio
€28,940
+56,5%total gain- IWDA.ASiShares Core MSCI World UCITS ETF€11,58040%
- VWCE.DEVanguard FTSE All-World UCITS ETF€5,79020%
- AAPLApple€4,34015%
- GOOGLAlphabet€2,89010%
- GALP.LSGalp Energia€2,89010%
- EDP.LSEDP — Energias de Portugal€1,4505%
Pick a time
- Twenty minutes, over video, with no sales deck.
- We can connect your bank live, if you want to see it.
- We answer security and GDPR questions in technical detail.
- If Navefi is wrong for your case, we will tell you so.
No commitment
If Navefi is not right for your case, we say so on the call. That is cheaper for both of us than finding out three months from now.
Booking by email, for now
Write to us with two or three times that suit you and we will confirm the same working day.
Rather not talk to anyone?
- The Base plan is free forever, asks for no card and does not expire.
- Create the account, import a statement or connect a bank, and have your first real picture in under five minutes.
- If you want the call afterwards, it is still here.
Start free, without talking to anyone
No credit card required
Twenty minutes, with your own case in front of you
No credit card required