75% offSubmit your AI tool for just$20$5Submit now

Nobody owns this listing yet

Fina Money v3.0 is live in the directory, but no verified owner controls the page.

Claim this listing
  • Pick your launch day — Schedule a launch and compete for the daily #1 spot.
  • Win trophies you can embed — Rank top 3 on launch day and get an embeddable trophy.
  • “Featured on AI Kaptan” badge — Owner-only badge with your live upvote count.
  • Control what the page says — Edit copy, pricing, links and screenshots as the owner.

Unclaimed listings don't stay up forever. Listings left unclaimed are removed from the directory in periodic cleanups. When a listing goes, it goes everywhere — the tool page and every alternatives comparison it appears on, along with the rankings and backlinks that page had built up.

Verify with a work email on the domain (about 2 minutes), then a one-time $5 listing fee. See everything you get

Fina Money v3.0
Personal Finance
Freemium

Fina Money v3.0

The 'Notion for Finance'—a modular finance tracker using AI to categorize transactions, build custom dashboards, and provide deep financial insights through a flexible, block-based system.

Visit WebsiteView Alternatives
—
Rating
0
Reviews
0
Upvotes
3 months ago
Listed
Personal Finance
Business Finance
Expense Tracker
Financial Planning
AI Analytics
Budgeting
Net Worth Tracker
Custom Reports
Sankey Diagrams
Multi-Currency
Transaction Categorization
Tool information
Provider
Fina Money
Platforms
Web
Google Sheets
Languages
English
API Available
Yes
Added to directory
3 months ago
Last updated
about 1 month ago
Rating
Not available
Pricing
Freemium

About Fina Money v3.0

What the tool does and who it's for

Fina Money is a highly flexible financial management platform often described as the 'Notion for Finance.' It utilizes a modular design composed of blocks, metrics, and formulas, allowing users to build fully customized dashboards for personal and business finances. The platform features secure bank connectivity via Plaid, a powerful AI categorization engine that learns from user behavior, and a document-style 'Pages' system where users can create interactive reports and living dashboards. It supports multi-profile management, enabling freelancers to separate business and personal transactions while using the same workspace. With its open API and MCP (Model Context Protocol) server, Fina integrates directly with AI models like Claude or ChatGPT, allowing users to query their financial data using natural language and create automated workflows.

Key capabilities

Modular Dashboard: Build custom views using blocks, charts, and text similar to a document editor.
AI Categorization: Automatically sorts transactions with a high-accuracy ML model that learns from manual overrides.
Bank Integration: Securely sync accounts from thousands of financial institutions via Plaid.
Google Sheets Sync: A two-way sync that allows users to manage transactions in spreadsheets and see them in Fina.
Multi-Profile Support: Separate personal, business, and family finances within a single workspace.
Custom Formulas: Create your own financial metrics and logic to track specific goals or KPIs.
Sankey Diagrams: Visualize cash flow and money movement across categories and accounts automatically.
MCP Server: Connect your financial data directly to AI assistants like ChatGPT or Claude for conversational analysis.
Sharing & Collaboration: Share specific pages or entire workspaces with partners, accountants, or family members.
Snapshot & Revert: Take data snapshots before making major changes to categories or rules to ensure data safety.

Pricing

Freemium — plans below

Free

$0/mo

  • 1 Personal Finance Portfolio
  • Fast Manual Entry
  • Transactions in Google Sheets
  • Smart AI Categorization
  • Unlimited Custom Templates
  • Fina AI Assistant

Premium

Most popular

$8.25/mo

  • Everything in Free
  • Unlimited Bank Connections
  • Multiple Custom Portfolios
  • Multiple Currencies
  • Partner Collaboration
  • Billed annually ($12/mo monthly)

Business

$20/mo

  • Everything in Premium
  • Unlimited Business Invoices
  • Centralized Customer Tracking
  • Flexible Chart of Accounts
  • Real-time Profit & Loss

Reviews

Be the first to review Fina Money v3.0

No reviews yet

Be the first to share your experience with Fina Money v3.0.

Featured Tools

Handpicked by our team of experts

Suggest an Update

Found outdated information? Help us keep this listing accurate.

FAQ

Fina Money v3.0 FAQs

Common questions about Fina Money v3.0