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Enterprise Layer Intelligence
Categories/Tax & Accounting/Fina
Fina

Fina

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

Connect bank accounts for automated transaction importingCreate custom categories and automated transaction sorting rulesGenerate and send client invoices with payment linksBuild formulas to calculate custom financial ratios and metricsReconcile debits and credits in business double-entry bookkeepingExport financial transaction data into Google SheetsSet spending limits and monitor budget progress across categoriesAutomatically syncs balances and transactions across multiple bank accountsCategorizes transactions using customizable rules and machine learningBuilds custom financial formulas and metrics across dashboardsSeparates personal, family, and business finances into distinct profilesCreates and sends invoices directly tied to incoming Stripe paymentsRuns double-entry bookkeeping workflows for business accountingConverts and tracks accounts across multiple international currencies

Pricing breakdown

Pricing model: Free trial

PlanList price
Premium (annual billing)$8.25 / mo, billed annually
Premium$12 / mo
Business (annual billing)$20 / mo, billed annually
Business$25 / mo

Frequently asked

Google SheetsGoogle SheetsStripeStripe

Used by

Fergus McKenzie

Fergus McKenzie

CEO @ 60x

In their stack
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Fina, Fina Money, financial management, budget tracker, personal finance, business cashflow, transaction categorization, bank syncing, custom financial dashboards, double-entry bookkeeping, invoice management, Stripe integration, net worth tracking, financial formulas, expense tracker, cash flow forecast