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Fina

Connects live accounts, categorizes transactions, and tracks custom financial scenarios by adding blocks or asking questions.

Made by Clay Raterman

  • Productivity

  • Fintech

  • Artificial Intelligence

What is Fina?

Fina is a comprehensive financial management platform that empowers individuals to seamlessly manage their finances and access proactive insights. With its intuitive interface, users can connect all their active accounts, categorize transactions, and build personalized financial scenarios by simply adding customizable blocks or asking questions. Whether you want to track your Starbucks spending or plan for future goals, Fina's AI-powered capabilities provide you with the insights you need to make informed decisions and achieve your financial objectives

Highlights

  • Connect all your live accounts in one place for a holistic view of your finances
  • Categorize transactions and track spending patterns across different categories
  • Create custom financial scenarios by adding interactive blocks to a personalized dashboard
  • Access AI-powered insights by asking questions about your financial data, such as specific spending details

Platforms

  • Web