For Financial Advisors & Businesses

Deliver professional financial reports under your own brand

Upload your logo, set your brand colours, and every PDF report your clients receive will carry your company name — powered quietly by MyFinHealth.

How it works

Three steps to branded financial reports

1

Set up your brand

Upload your company logo and pick your brand colours in a quick one-time setup.

2

Upload client statements

Enter a client's name, upload their bank statement, and let MyFinHealth do the analysis.

3

Share the branded PDF

Download the PDF and share it with your client — your logo, your colours, your report.

Built for professionals

Everything you need to deliver a premium client experience

Full brand customisation

Your logo, primary and accent colours appear throughout every PDF report.

Professional PDF reports

Detailed financial health scores, categorised transactions, and actionable insights in a polished PDF.

Client privacy

Clients only receive the PDF — they never need to log in or create an account.

Quota management

Transparent monthly PDF limits per plan with easy upgrade paths as your client base grows.

Powered by AI

Bank statement processing and transaction categorisation powered by advanced AI for fast, accurate reports.

Built for South Africa

Rand-denominated plans, South African bank support, and local payment processing via Paystack.

Simple, transparent pricing

All plans billed monthly in ZAR. Cancel any time.

Business Starter
50 PDFs per month, up to 10 clients
R299/ month
50 PDFs per month
Up to 10 clients
Custom logo & brand colours
Branded PDF reports
White-label dashboard
Most Popular
Business Pro
200 PDFs per month, up to 50 clients
R499/ month
200 PDFs per month
Up to 50 clients
Custom logo & brand colours
Branded PDF reports
White-label dashboard
Business Growth
Unlimited PDFs per month, up to Unlimited clients
R999/ month
Unlimited PDFs per month
Unlimited clients
Custom logo & brand colours
Branded PDF reports
White-label dashboard

Ready to impress your clients?

Join South African financial advisors already delivering branded reports with MyFinHealth.

Get started today