Fina is a flexible, AI-powered money management platform that enables users to create custom tracking systems, gain financial clarity, and make informed decisions about their financial future.
Ideal for individuals, families, and businesses looking for a highly customizable and intuitive financial tracking solution that leverages AI to provide personalized insights and recommendations.
Fina is a powerful, AI-driven money management platform designed to help users gain financial clarity and confidence by providing a highly customizable and intuitive tracking experience. The platform enables users to connect their live accounts from over 12,000 financial institutions and integrations, categorize transactions with ease, and build their own unique tracking systems using customizable blocks.
One of Fina's key features is its flexibility, allowing users to create unlimited custom categories, track personalized metrics, and set up budgets and forecasts that match their lifestyle. The platform also supports multi-profile segmentation, enabling users to group financial accounts for better organization and reporting.
Fina's doc-style pages and blocks empower users to create fully customized dashboards, providing insights tailored to their specific needs. The platform also allows users to create and share templates, fostering a community of knowledge-sharing and financial education. With robust financial connections, rules, and automations, Fina streamlines the tracking process and ensures accuracy.
Additionally, Fina's AI assistant helps users gain valuable insights by simply asking questions about their finances, making the platform accessible to users with varying levels of financial expertise.
