Founded by Xiao Hu in 2023
Track personal and business finances across bank accounts with custom templates and formulas
Pricing model
Free Trial
Rating
★ People love it
Users
709
Time to value
Quick Setup (< 1 hour)
You can use Fina to manage personal and business finances in one customizable workspace. Connect multiple bank accounts to automatically sync balances and categorize transactions using custom rules. Build personalized budgets, design visual dashboards, and define custom financial metrics using formulas. Freelancers and small businesses can track cash flow, send invoices, accept payments with Stripe, and run double-entry bookkeeping workflows. You can also share reports with partners or financial advisors, view multiple currencies, and export your transaction data directly to Google Sheets.
What Fina does
Pricing breakdown
Pricing model: Free trial
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