Noria FP is a Brazilian financial planning platform that helps people understand their spending, organize their money and work toward clear financial goals. Its approach, the CMM Cycle, guides users through financial awareness, a practical method and measurable goals. The platform brings accounts and transactions together in a dashboard, using Open Finance or manual OFX and CSV imports. Artificial intelligence automatically categorizes transactions, identifies patterns and supports users in deciding what to do next.

Customers can create goals with target amounts and dates, track progress and see suggested monthly savings. Other features include monthly budgets, income and expense analytics, multiple account and card management, investment and asset tracking, intelligent alerts and a monthly Health Score. Noria FP is accessible on mobile devices and computers through a responsive web platform. Open Finance connections are authorized through the bank and can be revoked; the company states that it does not store banking passwords and protects platform data with encryption and LGPD-aligned practices.