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 π§
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.