What is Fina Money?

Known as the "Notion for Finance," Fina Money is a modular finance tracker designed to give you clarity without the hassle. With broad and secure bank connectivity, Fina makes it easy to stay on top of your finances.

Not through spreadsheets. Not through cookie-cutter apps. But through a unique combination of spreadsheet versatility and app simplicity.

Whether you're tracking personal spending or managing business finances, Fina is ready to be customized to your needs.

Use Cases And Features

1. Track Business and Personal Finance Separately as a Freelancer or Small Business Owner

Fina Money empowers freelancers and small business owners to maintain clear separation between personal and business finances. Create dedicated workspaces for each area, connect multiple bank accounts, and gain instant visibility into your financial landscape. The modular design allows you to build custom dashboards that track income streams, business expenses, tax obligations, and personal budgets—all within one unified platform.

2. Help Clients Manage Finances and Share Reports Seamlessly as a Finance Professional

For accountants, financial advisors, and bookkeepers, Fina Money streamlines client management through collaborative workspaces. Share real-time financial reports, track client transactions securely, and provide professional insights without juggling multiple tools. The platform's permission settings ensure clients see exactly what they need while maintaining professional oversight. Generate comprehensive reports with just a few clicks and deliver exceptional service through transparent financial tracking.

3. Budgeting Together and Reviewing Cashflow Together as a Couple or Partners

Couples and business partners can achieve financial harmony by collaborating in shared workspaces. Fina Money enables joint budget planning, expense tracking, and cashflow analysis while respecting individual privacy preferences. Set shared financial goals, monitor progress together, and make informed decisions based on complete financial visibility. The collaborative features foster transparency and accountability without sacrificing autonomy.

Key Features That Set Fina Money Apart

• Modular Customization: Build your financial dashboard exactly how you want it, adapting to your unique workflow and requirements.
• Secure Bank Connectivity: Connect multiple accounts with bank-level security, ensuring your financial data remains protected.
• Collaborative Workspaces: Share financial information with partners, clients, or team members with granular permission controls.
• Real-Time Tracking: Monitor transactions, budgets, and cashflow as they happen, eliminating delayed insights.
• Intuitive Interface: Enjoy the power of spreadsheets without the complexity—Fina's clean design makes finance management approachable.
• Comprehensive Reporting: Generate detailed financial reports for personal review, client presentations, or tax preparation.

Who Benefits Most from Fina Money?

Fina Money serves a diverse range of users seeking intelligent financial management:

• Solo Entrepreneurs & Freelancers: Manage multiple income streams and separate business from personal finances effortlessly.
• Small Business Owners: Track revenue, expenses, and profitability with customizable business dashboards.
• Financial Professionals: Serve clients more effectively with collaborative tools and seamless report sharing.
• Couples & Families: Plan budgets together while maintaining individual financial autonomy where desired.
• Business Partners: Maintain transparency in joint ventures with shared financial visibility and accountability.

Why Choose Fina Money Over Traditional Solutions?

Traditional finance apps often force you into rigid frameworks that don't match your reality. Spreadsheets offer flexibility but require constant maintenance and lack security. Fina Money bridges this gap perfectly—delivering the customization power of spreadsheets within a secure, user-friendly application designed for modern financial management.

The platform adapts to your financial complexity rather than forcing you to simplify your finances to fit an app's limitations. Whether you're managing personal budgets, tracking business expenses, serving clients, or collaborating with partners, Fina Money provides the clarity, security, and flexibility you need to make informed financial decisions.

Experience financial management reimagined—where versatility meets simplicity, and where your unique financial needs drive the design of your tracking system.