Fina logo

Fina

Money management made easy

4.7
Try Fina

Open Source Voice Agent SDK

Integrate voice into your apps with VideoSDK's AI Agents. Connect your chosen LLMs & TTS. Build once, deploy across all platforms.

Upvote Now

Overview

Hero
Get Started
Fina is a highly customisable, AI-powered modular finance tracker designed to simplify money management for both personal and business finances. Acting as a "Notion for Finance," Fina centralises financial tracking and eliminates the need for multiple spreadsheets. With visual insights, automated categorisation, comprehensive financial analysis, and unparalleled flexibility, Fina empowers users to take control of their finances and unlock their potential for growth. Trusted by over 20,000 trackers, Fina provides peace of mind and clarity for a wide range of financial scenarios.

How It Works

  • Connect Bank Accounts: Securely link all your bank accounts with bank-level security, removing the need for manual data entry.
  • Categorise Transactions: Easily import or create custom categories. Fina’s AI auto-categorises your transactions, helping you identify spending patterns.
  • Track All Finances: Visualise finances using templates and AI. Create multiple budgets, achieve clarity, and unlock growth with in-depth analysis.

Use Cases

Personal Financial Management
Gain detailed insights into your spending and achieve better control over your finances with Fina’s intuitive tools and automated tracking.
Business Finance Tracking
Freelancers and solopreneurs can seamlessly track both personal and business finances from a single platform for streamlined operations.
Budgeting and Planning
Create and manage multiple budgets, financial plans, and time-based goals to achieve financial clarity and unlock your growth potential.

Features & Benefits

  • Modular finance tracker for personal and business use
  • Customisable categories with unlimited options and easy organisation
  • Personalised metrics—create, save, use formulas, and reference as needed
  • Multiple budgeting and planning capabilities across time periods
  • Multiple profiles to manage distinct finances (e.g., family and business)
  • Insightful pages for financial documents, notes, and templates
  • Advanced data connections (Plaid, MoneyKit), AI classification, live sync with Google Sheets, and data export
  • Real-time currency and crypto tracking, investment account support
  • Collaboration tools for couples, partners, and clients

Target Audience

  • Freelancers and solopreneurs shaping their financial freedom
  • Individuals and couples seeking comprehensive, customisable money management
  • Users managing both personal and business finances in one platform

Pricing

  • Free: £0/month — Manual accounts, Google Sheets sync, auto-categorisation, unlimited templates, Fina AI assistant, crypto value tracking, and all product features. No institution connections included.
  • Essential: £4.2/month (billed yearly) or £5/month (billed monthly) — 5 institution connections, 1 profile, Google Sheets sync, auto-categorisation, templates, real-time currency conversion, collaboration, AI assistant, and priority support. Free trial available.
  • Premium: £9.6/month (billed yearly) or £12/month (billed monthly) — Unlimited institution connections, multiple profiles, and all features from the Essential plan.
  • For users outside the US, the Free plan is ideal for building a finance system with Google Sheets.

FAQs

What is the Fina Card?

The Fina Card is a Web3 Visa prepaid card that connects directly to non-custodial wallets and can be topped up with major cryptocurrencies. It allows you to spend your crypto assets anywhere Visa is accepted.

Is KYC (Know Your Customer) required for the Fina Card BETA?

No, KYC is not required during the Fina Card BETA phase.

Is the Fina Card available globally?

Yes, the Fina Card BETA is available globally to all countries.

Do I need to stake FINA tokens to use the Fina Card BETA?

No, FINA staking is not required during the BETA phase.

Will I receive FINA rewards during the BETA phase?

No, FINA rewards will not be paid out during the BETA phase.

What is the FINA token used for?

The FINA token is designed to acquire economic value for the project, generate revenue, reward users, and add value to the token ecosystem.

Featured Products