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

Media

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

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