Fina Money

Fina Money: AI-Powered Finance Tracker for Personal and Business Use

What is Fina Money? Fina Money is a modern finance OS designed to simplify money management for individuals, freelancers, and businesses. This tool combines the power of spreadsheets with AI-driven insights to help users track, budget, and analyze their finances efficiently. Trusted by over 20,000 users, Fina Money offers a modular and customizable approach to financial tracking, ensuring peace of mind and clarity.

Core Features

• Bank Account Integration: Securely connect all your bank accounts with bank-level security, eliminating the need for manual data entry. Fina Money uses Plaid and MoneyKit for reliable data connections.
• AI-Powered Categorization: Automatically categorize transactions with AI, making it easy to discover spending habits. Users can also create and import custom categories.
• Customizable Metrics: Access built-in system metrics for free and create custom metrics using formulas, similar to a spreadsheet. Save and reference these metrics for personalized insights.
• Budgeting & Planning: Create multiple budgets and financial plans with ease, tracking them across different time periods. The tool supports various budgeting scenarios.
• Multiple Profiles: Manage different finances with separate profiles, ideal for individuals managing both personal and business finances. Seamlessly move accounts between profiles and gain a combined view of all finances.
• Insightful Pages: Create and share financial documents securely, laying out insightful blocks on each page. Drop metrics into blocks to visualize data instantly and write freely like a note.
• Data and Rules: Automate categorization and tagging with custom rules and AI-powered classification. Fina AI can answer finance questions instantly.
• Currency & Investment Tracking: Track crypto assets with real-time values and manage investment accounts and holdings.
• Collaboration Features: Share your workspace with separate logins, enabling collaboration with partners, advisors, and clients.

How does Fina Money work?

Fina Money simplifies financial tracking through a three-step process:

1. Connect Bank Accounts: Securely link your bank accounts to automatically import transactions.
2. Categorize Transactions: Utilize AI to automatically categorize transactions or create custom categories.
3. Track All Finances: Gain visual insights through templates and AI, create budgets, and analyze your financial data.

Why Choose Fina Money?

• Customization: Fina Money stands out with its extensive customization options. Users can tailor the platform to their unique financial scenarios.
• AI-Powered Automation: Automate your workflow with AI-driven categorization and rules, saving time and improving accuracy.
• Comprehensive Features: From budgeting and planning to currency and investment tracking, Fina Money offers a comprehensive suite of features.
• Collaboration: Easily collaborate with partners, advisors, and clients, making it an ideal solution for couples, partners, and financial professionals.
• Integration: Live sync with Google Sheets for seamless data import and export data in tax-friendly formats.

Who is Fina Money for?

Fina Money is designed for:

• Freelancers and solopreneurs seeking financial freedom.
• Couples and partners managing shared finances.
• Advisors, coaches, writers, and influencers looking to launch their own branded finance app.
• Anyone seeking a flexible and insightful financial tracking tool.

Testimonials

• Cori Arnold (@iamcoriarnold): "Tracking my money helped me go from $260,000 debt to millionaire in 10 years. Fina is my new favorite financial tool."
• Dividend Hero (@HeroDividend): "It is not about what you make, it is about what you keep. I have been loving Fina so far."
• Rowan Cheung (@rowancheung): "An AI financial advisor. Fina enables people to manage their money & get proactive insights."

Pricing Plans

Fina Money offers three pricing plans:

• Free: $0/month with manual accounts, auto-sync with Google Sheets, auto-categorization, unlimited templates, AI assistant, and live crypto asset value.
• Essential: $5.5/month (billed yearly) or $7/month (billed monthly) with 5 institution connections, 1 profile, real-time currency conversion, account sharing collaboration, and priority support. A free trial is available.
• Premium: $9.6/month (billed yearly) or $12/month (billed monthly) with unlimited institution connections, multiple profiles, and all features in Essential.

Comparison Chart

Fina Money stands out from competitors like Monarch, Copilot, Tiller, and YNAB with its multi-profile support, manual account option, auto-categorization, automation rules, custom reporting, account sharing, and template gallery.

Conclusion

Fina Money is a powerful AI-driven finance tracker that combines the best of spreadsheets and intuitive dashboards. Whether you're an individual managing personal finances or a business owner tracking expenses, Fina Money offers the tools and insights needed to achieve financial clarity. Start your journey to financial empowerment with Fina Money today!

How to use Fina Money? Simply sign up for a free account, connect your bank accounts, and start tracking your finances with AI assistance. Fina Money's intuitive interface and extensive features make it the best way to manage your money effectively. Ready to transform your financial future?