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fina.money

AI-powered financial tracker for personal and business finance with real-time insights and collaboration.

fina.money screenshot

Category: Automation

Price Model: Freemium

Audience: Business

Trustpilot Score: 4

Trustpilot Reviews: 13

Our Review

fina.money: Intelligent Financial Tracking for Personal and Business Use

fina.money is a modular finance tracker app designed for both personal and business financial management. Built by Fina Labs, Inc., it leverages AI-powered features to deliver a highly customizable and intelligent financial experience. The app enables users to connect bank accounts, automate categorization, set budgets, track investments, and monitor real-time currency and crypto values—all with the help of an AI assistant that answers finance questions instantly. With support for multiple profiles, family and business co-management, and live sync with Google Sheets, fina.money empowers individuals and teams to gain deeper insights into their finances.

Key Features:

  • AI-Powered Categorization & Assistant: Automatically classifies transactions and provides instant financial insights.
  • Customizable Tracking: Create custom categories, metrics, and templates to fit your financial goals.
  • Multi-Profile Support: Manage family, business, or personal finances with separate profiles.
  • Budgeting & Planning: Set and track budgets with personalized metrics and insight pages.
  • Live Data Sync: Real-time sync with Google Sheets and secure connections via Plaid and MoneyKit.
  • Investment & Currency Tracking: Monitor live crypto asset values and real-time currency conversion.
  • Account Sharing & Collaboration: Share financial data and reports with partners or team members.
  • Export & Reporting: Export data in tax-friendly formats and share templates, documents, and reports.
  • AI-Driven Insights: Fina AI provides actionable financial recommendations based on your data.

Pricing: Fina.money offers a Free tier with basic features, including manual accounts, auto categorization, and AI assistant. Paid tiers include Essential at $5.5/mo (billed yearly) or $7/mo (billed monthly), and Premium at $8.25/mo (billed yearly) or $12/mo (billed monthly), with additional features like unlimited institution connections and multiple profiles.

Conclusion: Fina.money stands out as a powerful, AI-enhanced financial tool that combines flexibility, automation, and collaboration in one intuitive platform, making it ideal for anyone looking to take control of their financial health.

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