Fina Review
What is Fina?
Fina is an end-to-end financial monitoring software for you to gain improved oversight and control of your financial life. Designed for entrepreneurs and personal finance experts, Fina provides a single centralized environment for fast, easy, safe, and flexible tracking, analysis, reporting, planning, and management of the business and personal finances.
The software gathers, cleanses, and organizes users’ financial data from various banks, digital wallets, and cryptocurrency exchanges and generates customizable and actionable insights about it. Users can monitor metrics, assess what-if scenarios, answer questions, and solve problems regarding their finances.
They can utilize customizable templates, blocks, and dashboards, as well as leverage artificial intelligence. Moreover, Fina keeps users and their financial and personal data safe and secure. Collaboration with highly vetted 3rd-party data service providers, implementation of Google Cloud’s computing architecture, and usage of TLS and AES-256 encryption protocols are supported.
Show MoreOverview of Fina Benefits
Financial Insights
With Fina, you can get actionable and valuable insights into your finances without making complex mathematical calculations or using time-consuming spreadsheets or ad-cluttered and unsafe free financial tracking tools. You’ll quickly and flexibly build, track, analyze, and share different metrics or “what-if” scenarios about your finances using customizable templates and blocks.
These templates and blocks are filled with live data, which are instantly and directly collected from your own bank, digital wallet, and cryptocurrency accounts. Fina can also provide automated and smart answers and solutions to any questions and problems you have based on your live financial data through artificial intelligence.
Data Preparation
Fina helps entrepreneurs and finance wizards gather, consolidate, clean, structure, and organize all the financial data they need with ease. That way, they can obtain more reliable, accurate, and consistent results when tracking, analyzing, and planning their finances. Fina works with various trusted, highly vetted, and security-compliant 3rd-party data and account aggregator service providers.
This enables users to easily and safely access, connect, and unify their data across the different banks, digital wallets, and cryptocurrency accounts. The software’s data cleansing capabilities permit them to organize accounts and finances into various groups or categories, create rules for transactions, and set target budgets. With high-quality data in one place, they’ll have clear, precise, and dynamic visibility and control over their finances.
Security & Privacy
The financial tracking tool comes with features for maintaining optimum user, transaction, and data security and privacy. It doesn’t view, store, copy, distribute, or sell any information about your financial accounts and transactions through its own systems and servers. Therefore, all of your bank account credentials and personal information will remain safe when system failures or security breaches occur on Fina’s end.
Plus, Fina uses a computing architecture built based on Google Cloud. The software pulls your financial data, performs calculations on it, and stores the data temporarily in the computing cluster’s memory. Such operations are only carried out when you’re in an active session. That means you won’t leave behind traces of your data on the system when you log out.
Show MoreOverview of Fina Features
- Customizable Blocks & Templates
- Dashboards & Reports
- AI Insights
- Metrics Monitoring
- What-If Scenario Planning
- Data Cleansing
- Accounts Grouping
- Transaction Rules
- Budget Goals Setting
- Data Connections
- Multiple Banks, Cryptos, & Wallets
- Security & Privacy
- Read-Only Data Access
- Computing Architecture
- Encryption
- Individual User Space
- Community
Awards & Quality Certificates
Fina Position In Our Categories
Knowing that companies have particular business-related requirements, it is reasonable they steer clear of adopting a one-size-fits-all, “perfect” software solution. Regardless, it is troublesome to stumble on such an app even among widely used software solutions. The better thing to do can be to note down the various chief factors that entail examination such as key features, budget, skill aptitude of staff members, organizational size, etc. Thereafter, you should do the research fully. Go over some Fina evaluations and scrutinize each of the software systems in your shortlist in detail. Such all-encompassing product investigation ascertains you drop unfit software solutions and buy the one which meets all the function your company requires.
Position of Fina in our main categories:
TOP
500
Fina is one of the top 500 Accounting Software products
If you are considering Fina it might also be sensible to examine other subcategories of Accounting Software listed in our base of SaaS software reviews.
Every organization has different wants and requires a software that can be personalized for their size, kind of staff members and clients, and the specific industry they are in. For these reasons, no software can proffer perfect functionality off-the-shelf. When you search a software product, first be sure what you require it for. Read some Fina Accounting Software reviews and ask yourself do you desire basic tools or do you need complex functionality? Are there any industry-specific tools that you are looking for? Get the answers to these questions to assist your search. There are lots of elements that you need to mull over and these include your finances, specific business requirements, your organization size, integration needs etc. Take your time, try out a few free trials, and finally zero in on the app that provides all that you want to improve your organization competence and productivity.
How Much Does Fina Cost?
Fina Pricing Plans:
Free Trial
Free Plan
$0
Monthly/Yearly Plan
$19/month
What are Fina pricing details?
Fina Pricing Plans:
Free Trial
Free Plan
$0
Monthly/Yearly Plan
$19/month
Fina lets you choose between two enterprise pricing plans to attain greater control of your finances. Here are the details of each plan:
Free Plan
- Single data connection
- Metrics tracking
- Customizable dashboards
- AI answers
- Financial templates
- Users collaboration
Standard Plan – $19/month ($180/year for annual billing)
- Unlimited data connections
- Metrics tracking
- Customizable dashboards
- AI answers
- Financial templates
- Users collaboration
User Satisfaction
Positive Social Media Mentions
14
Negative Social Media Mentions
0
We are aware that when you choose to purchase a Accounting Software it’s vital not only to find out how professionals evaluate it in their reviews, but also to check if the actual users and businesses that purchased it are indeed satisfied with the product. That’s why we’ve created our behavior-based Customer Satisfaction Algorithm™ that gathers customer reviews, comments and Fina reviews across a broad array of social media sites. The data is then displayed in an easy to understand way indicating how many customers had positive and negative experience with Fina. With that information at your disposal you will be equipped to make an informed buying choice that you won’t regret.
Technical details
Devices Supported
- Web-based
Deployment
- Cloud Hosted
Language Support
- English
Pricing Model
- Free
- Monthly payment
- Annual Subscription
Customer Types
- Small Business
- Freelancers
What Support Does This Vendor Offer?
- phone
- live support
- training
- tickets
What integrations are available for Fina?
Fina integrates with the following:
- Banks
- Financial institutions
- Cryptocurrency exchanges
- Digital wallets
- Data & financial account aggregator service providers (e.g., Plaid)
- Google Cloud
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