Fina
Create Your Ultimate Personalized Finance Tracker!
Puzzle is a core accounting solution that helps startups build better companies. You get real-time financial statements for fundraising and taxes, plus insights, metrics (like burn, runway, ARR), FDIC coverage monitoring, and revenue recognition - all in an intuitive UX.
Reviews for Fina
Hear what real users highlight about this tool.
Fina is praised for its intuitive interface and customization options, allowing users to manage finances with ease. Users appreciate its AI-driven insights and the ability to create personalized financial tracking systems, which many find superior to traditional spreadsheets. The platform's flexibility in categorizing transactions and tracking spending habits is highlighted as a major benefit. While some users note issues with data integration via Plaid, the overall sentiment is positive, with many expressing excitement for future updates and features.
This AI-generated snapshot distills top reviewer sentiments.
awesome idea, super clean ui and onboarding! interacting with my data with natural language and ai makes a whole lot of sense and made it easy to get started! I liked that the changelog was so accessible. Just curious, is there a roadmap? I'm not necessarily missing any features, but would love to see where you're headed. Congratulations guys, this is exciting!
While I don't think I want to REALLY know how much money I've spent on Starbucks this year (it's a shameful amount I know), I absolutely love this! A huge upgrade from an Excel spreadsheet I use to track my spending across accounts.
As someone who's terrible at keeping track of his finances, Fina is a life saver. If I had an assistant that kept track of what I'm purchasing, what I'm spending too much money on every month, and how I can start saving money, it would be a no brainer... And that's what Fina is. Well done team!
It really is like Notion for Financials, and they keep making it better all the time. Most of the problems I have with it are caused by Plaid (which is terrible), but I am looking forward to them expanding the ways we can get data into the system.
This is such an amazing app for your finances!! I am a stickler for tracking my finances but have been doing it in Google Sheets and it has been stressful tracking everything and keep my goals aligned. With Fina that just became 2-3x easier. Absolutely loving this app so far and can't wait for further versions to be released. Great job Fina team!!
Great tool and Fina keeps building features to meet the communities needs! Crazy how much money I spent on food the past year. With Fina I will keep this in check for 2023.
Really impressed with how simple the UI was. The layout is intuitive unlike many of the other apps I've tried. I just figured out I’ve spend $389 eating out the last month... I might need to cut back. I knew it was higher than normal, but it's nice to see the actual damage. I'm curious - when I'm creating rules for my transactions, can I do a rule based on an amount? Like if it's over $xxx categorize it as "xyz". Love what you guys are building and excited to see the roadmap
As someone who hasn't used a digital tool to track money due to the lack of customization and personalization, I've loved Fina as a personal assistant almost. The fact that you can ask simple questions and get an answer without having to comb through bunch of data is a huge time saver and anxiety reducer.
Would like to have a feature to access to a joint/shared finances like when certain transactions are shared or do you want to share a particular data. Ex: Wife asks you how much you spent on groceries this month but you don't want her to see about the bar tabs with the homies.
Looking forward to what's possible! Cheers!!
Congrats! Have been anxiously waiting for the official launch, As a small business owner whose finances mingle very closely with my personal finances, having a place to keep everything organized has been a game changer. Tried many personal finance tools in the past and the Fina team is on top of removing all the bottlenecks.
Overall great product. Some bug issues that are to be expected prior to launch, but I’m looking forward to using the system for a long time. Customizable dashboard and the ability to categorize transactions based on merchant name is very helpful. As I use my credit card like a debit card, and pay it off each month, it’s nice to not have duplicative records of spending like you have in other apps.
As someone who has spent timeless hours tracking my finances in Excel, Fina has been amazing so far. I spent a few hours building out a template, and it's now as simple as hitting refresh. I love it! To think this is only the beginning... I can't wait to see what's in store for Fina. Congrats Shawn and Clay!
I've used FINA since it was an MVP earlier this year. It's the best budgeting tool I've used to replace my normal spreadsheet. Love the use of AI to help speed up the process of keeping a well-organized budget.
I found this on twitter from Cori Arnold tweet. I instantly was hooked and quickly signed up while sitting in the Dallas - Love airport. It has not disappointed. I'm excited for what all the possibilities for my family finances. It truly is amazing. The thing I most excited about is to start using this for my businesses as it will help make things so much easier to track.