What is Fina?

Fina is a flexible financial management platform that enables people to manage their money & get proactive insights through AI. Create your own financial tracking systems and share educational templates. Our simple interface allows you to connect all your live accounts, categorize transactions, and track custom financial scenarios by adding blocks to a page or asking questions. Say goodbye to manual spreadsheets and cookie-cutter apps 🧙

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Recent Launches

Fina Money Start easy with templates and AI

Launched on November 29th, 2024

Fina Build Your Own Financial Tracking System

Launched on May 22nd, 2024

Fina Your AI financial advisor

Launched on May 26th, 2023

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Review Fina?

4.97/5 based on 33 reviews

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Reviews

Jeff Eddy

•1 review

It really is like Notion for Financials, and they keep making it better all the time. Most of the problems I have with it are caused by Plaid (which is terrible), but I am looking forward to them expanding the ways we can get data into the system.

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8mo ago