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
Because businesses have particular business-related wants, it is only wise they abstain from buying a one-size-fits-all, ideal software solution. Still, it would be almost impossible to find such a software product even among sought-after software systems. The better thing to undertake would be to note down the various vital aspects that merit careful thought such as key features, budget, skill competence of the users, company size, etc. Then, you must double down on the research systematically. Go over some of these Fina reviews and explore the other solutions in your shortlist in detail. Such detailed product research ensures you steer clear of poorly fit software products and subscribe to the one which meets all the aspects your company requires in growing the business.
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 may also be sensible to check out other subcategories of Accounting Software collected in our base of B2B software reviews.
It's crucial to realize that hardly any software in the Accounting Software category will be an ideal solution able to meet all the goals of various company types, sizes and industries. It may be a good idea to read a few Fina Accounting Software reviews first as some solutions can dominate only in a very narrow group of applications or be prepared with a really specific industry in mind. Others may operate with an idea of being easy and intuitive and as a result lack complex functionalities desired by more experienced users. There are also services that focus on a wide group of users and give you a powerful feature set, but this in most cases comes at a more significant cost of such a service. Be certain that you're aware of your requirements so that you pick a solution that has exactly the features you search for.
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 make a decision to purchase a Accounting Software it’s vital not only to find out how professionals evaluate it in their reviews, but also to discover whether the real clients and businesses that use these solutions are genuinely content with the product. That’s why we’ve devised our behavior-based Customer Satisfaction Algorithm™ that gathers customer reviews, comments and Fina reviews across a vast range of social media sites. The data is then presented in an easy to understand way showing how many users had positive and negative experience with Fina. With that information at hand you should be equipped to make an informed purchasing 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
Fina
is waiting for
your first review.
Write your own review of this product
ADD A REVIEWMore reviews from 0 actual users:
Join a community of 7,369 SaaS experts
Thank you for the time you take to leave a quick review of this software. Our community and review base is constantly developing because of experts like you, who are willing to share their experience and knowledge with others to help them make more informed buying decisions.
Sign in with LinkedIn
Why we require LinkedIn?
- Show the community that you're an actual user.
- We will only show your name and profile image in your review.
- You can still post your review anonymously.
OR
Sign in with company emailSign in with company email
Popular Fina Alternatives
Top Competitors To Fina By Price
Product name:
Price:
By quote
Trending Accounting Software Reviews
Fina Comparisons
Product name:
Page last modified
Did you find this review useful?
Yes
No
Thank you for your feedback
How can we make this page better?
Unsure about this software?
FIND ALTERNATIVES
Why is FinancesOnline free?