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 🧙
Overall great product. Some bug issues that are to be expected prior to launch, but I’m looking forward to using the system for a long time. Customizable dashboard and the ability to categorize transactions based on merchant name is very helpful. As I use my credit card like a debit card, and pay it off each month, it’s nice to not have duplicative records of spending like you have in other apps.
Really great idea! Congrats on the launch. I immediately went to read about your security policy so I was glad to find that this was addressed a lot by both of you. I hope you expand to other markets!
As someone who has spent timeless hours tracking my finances in Excel, Fina has been amazing so far. I spent a few hours building out a template, and it's now as simple as hitting refresh. I love it! To think this is only the beginning... I can't wait to see what's in store for Fina. Congrats Shawn and Clay!
As someone who's terrible at keeping track of his finances, Fina is a life saver. If I had an assistant that kept track of what I'm purchasing, what I'm spending too much money on every month, and how I can start saving money, it would be a no brainer... And that's what Fina is. Well done team!
While I don't think I want to REALLY know how much money I've spent on Starbucks this year (it's a shameful amount I know), I absolutely love this! A huge upgrade from an Excel spreadsheet I use to track my spending across accounts.
I found this on twitter from Cori Arnold tweet. I instantly was hooked and quickly signed up while sitting in the Dallas - Love airport. It has not disappointed. I'm excited for what all the possibilities for my family finances. It truly is amazing. The thing I most excited about is to start using this for my businesses as it will help make things so much easier to track.
I've always struggled with keeping track of my finances. I do great in business, but I struggle to grow (and even keep) the money I work so hard to make. Fina is the first tool I've ever used that solved this issue for me. From the crystal clear visualization of exactly where I'm at, to the personalized recommendations, I now have the confidence I need to build wealth. Thanks to Clay and the team for building such a valuable product.
awesome idea, super clean ui and onboarding! interacting with my data with natural language and ai makes a whole lot of sense and made it easy to get started! I liked that the changelog was so accessible. Just curious, is there a roadmap? I'm not necessarily missing any features, but would love to see where you're headed. Congratulations guys, this is exciting!
Congrats! Have been anxiously waiting for the official launch, As a small business owner whose finances mingle very closely with my personal finances, having a place to keep everything organized has been a game changer. Tried many personal finance tools in the past and the Fina team is on top of removing all the bottlenecks.
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