It really is like Notion for Financials, and they keep making it better all the time. Most of the problems I have with it are caused by Plaid (which is terrible), but I am looking forward to them expanding the ways we can get data into the system.
I've always struggled with keeping track of my finances. I do great in business, but I struggle to grow (and even keep) the money I work so hard to make. Fina is the first tool I've ever used that solved this issue for me. From the crystal clear visualization of exactly where I'm at, to the personalized recommendations, I now have the confidence I need to build wealth. Thanks to Clay and the team for building such a valuable product.
I can attest that not only do you do great IN business, but you do great business! Haha thank you so much for the support my friend - love seeing community members chiming in on how they're using the tool! I can't wait to continue to support your future use-cases. Time to make financial literacy COOL & EASY.
That's a really novel approach to personal finance tracking. It's basically like Notion but for your money. I'm definitely going to give it a shot, cause my finances are a bit of a mess right now 😅
Tem!! The productivity magician and Notion Master himself! Means the world to see you here :D. I hope we're able to solve some pain points for you and we have A TON we're working on. You rock!
Fina has been the most helpful at helping me see data that is easy to answer compared to any of the budgeting and financial tools out there!
I know what my weak spots are - talking to you {insert indian restaurant name}, I am able to see how much more i spent on it, versus throwing it in a budget and hoping I review it.
The interactive nature of Fina with my data makes it so much easier!
Leo!! hahaha this made me laugh. I feel the exact same way. There's a food spot right across the street from where I live and I gasp every time I type it in on Fina. I hope we can continue to enhance the experience and serve your use-cases. Super excited to have you in our community!
Really great idea! Congrats on the launch. I immediately went to read about your security policy so I was glad to find that this was addressed a lot by both of you. I hope you expand to other markets!
Hey Stephanie! Thanks so much - yes we take security and privacy very seriously (as required in our space)...if you have any questions about it personally just reach out and I'm happy to walk you through it! And we are looking to expand as quickly as our pockets allow :D. I will make sure we publicize any new markets we enter for you and shout it from the rooftops so you don't miss the update when we do.
It's easy to use but I'm not sure if I'd really need it. I already am a strong financial accountability persona and some functionalities are already offered by most bank apps. Also, I personally don't like dark modes, but overall it would be nice to add more light to the website :) Either way, it's a fantastic job and keep going! Congrats for the launch
Hey Alvaro!! Appreciate you reaching out :D. I actually have a close friend who is a W2 employee with one bank account that knows exactly how much money he spends each month and what's coming in, so when people have very simple financial scenarios, a bank app may be all you need! Fina is aiming to go much deeper than that with recommendations, scenario planning, aggregation, data cleaning, and ai. Would love to show you a demo sometime if you're open to it! P.s (I made the website and it started out all white mode, then we went dark hahaha so I feel this dichotomy too...but hey the internal app can be either lite or dark so that's what matters for now!)
Thank you, Jesse!! We came up with the idea because we kept trying tools in the market and would ultimately fall back to a spreadsheet because we needed more flexibility. People's financial lives vary a LOT, so it only made sense to try and create something more flexible! We appreciate your support and are pumped to have ya in the financial wizard crew here.
As someone who's terrible at keeping track of his finances, Fina is a life saver. If I had an assistant that kept track of what I'm purchasing, what I'm spending too much money on every month, and how I can start saving money, it would be a no brainer... And that's what Fina is. Well done team!
And the capabilities have just begun! Our ai financial assistant component is only getting better, so stay tuned!! Our goal is to make Fina a seamless part of your life so you can move from being reactive with your finances to proactive. Thanks for the support and excited to have you here in our community~!
This is such an amazing app for your finances!! I am a stickler for tracking my finances but have been doing it in Google Sheets and it has been stressful tracking everything and keep my goals aligned. With Fina that just became 2-3x easier. Absolutely loving this app so far and can't wait for further versions to be released. Great job Fina team!!
Hi Jeremy, thanks for the review! Appreciate it.
Love to get in touch to have an intro to understand how you use it, let me know if you're available to chat.
