AI-powered personal finance that keeps data private.
Product Demo Video
Overview Socials: If you’re serious about your finances, it’s time to outgrow rigid budget apps and manual spreadsheets. Fina is the most flexible finance tracker in the world.
We believe in "your money, your way," which is why we give you the tools to build your own custom dashboard using powerful built-in metrics, formulas, and blocks.
With Fina AI, you can: 📊 Understand the past ⚡️ Take action in the present 🔮 Foresee your financial future Check out some chatting examples here: https://www.fina.money/blog/fina-ai-360-degree Show more
Fina Money is built for users who find rigid budgeting apps too constraining but want more intelligent automation than a spreadsheet provides.
The platform delivers the customization depth of a spreadsheet configuring custom categories, creating multi-account views, building bespoke net worth trackers while AI handles the time-consuming labor of transaction categorization, anomaly flagging, and trend summarization.
This combination is particularly resonant with freelancers, self-employed professionals, and small business owners who mix personal and business finances and need flexible tracking that conventional consumer budgeting apps cannot accommodate.
Real-time synchronization across accounts provides a unified cash flow picture that is especially valuable for users with income variability.
Rather than end-of-month reconciliation surprises, Fina surfaces spending patterns and budget deviations as they emerge, enabling proactive financial decisions rather than reactive ones.
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Shawn Cao - Fina Chat: Fina Chat is completely revamped, you can ask anything: analyze the past activities (eg. "how much was spent on gas in the past 90 days", get recommendations (eg. "what best credit cards to apply"), forecast future (eg. "Monte Carlo of net worth growth"). - Dashboard: Dashboard is single place to hold all interesting blocks you can pin to. - Gsheet Template: Pump your data into spreadsheet and let Fina keep in sync. - Sankey Digram: Easy to visualize cashflow, right on the Categorization page. - Fina API: build your own app or widget through secure Fina API, in addition, you can have a Fina MCP server to use as well. - Comparison: Every block has comparison by default, vs previous period or previous year. 2 0
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