TrustRadius: an HG Insights company

What is Fina?

Fina provides Custom Financial Tracking without the spreadsheets. It is a money management tool designed for personal finance nerds and entrepreneurs. After linking accounts, the user can clean data with categorizations & rules, and then use a notion-style document to design the tracking experience.

Fina users can:
  • Add flexible blocks to track any metric
  • Do "what if" scenario planning using live data
  • Get personalized insights to be proactive
  • Use ai to ask questions about a business's financial life

Videos

Screenshots

Screenshot of Add custom tracking blocks to any page.
Screenshot of Set budgets and clean data with custom categories.
Screenshot of Connect live data from over 12,000+ financial institutions.

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Screenshot of Add custom tracking blocks to any page.

Product Demos

Technical Details

Technical Details
Deployment TypesSaaS
Mobile ApplicationNo
Supported LanguagesEnglish

FAQs

How much does Fina cost?
Fina starts at $19.