FinaMoney is a comprehensive financial tracking tool designed for freelancers and solopreneurs looking to shape their path to financial freedom. With a user-friendly interface and a wide range of features, FinaMoney offers a flexible and customizable solution for managing personal and business finances.
Features
- Unlimited Custom Categories: FinaMoney allows users to create and edit as many categories as needed, with the option to import categories from ready-to-use templates. Users can also share their category setup with others for consistency and easily manage categories with unlimited snapshots and version history.
- Track Personalized Metrics: Users can access built-in system metrics for free and create custom metrics to track what matters most to them. With the ability to save and reuse favorite metrics and reference saved metrics easily, users can support deeper financial analysis and make informed decisions.
- Flexible Budgeting & Planning: FinaMoney enables users to create multiple budgets and financial plans with ease, allowing them to see the big picture and track budgets across different time periods. With multi-profile segmentation, users can manage different areas of their life with separate profiles, making it perfect for personal, family, and business finances.
- Insightful Financial Docs: Users can create and share unlimited financial documents, adding and arranging insightful blocks on each page. With fully customizable blocks tailored to individual needs and the ability to drop metrics into blocks for visualizing data, users can easily analyze and communicate financial information.
- Data and Rules: FinaMoney offers reliable data connections with broad coverage via Plaid and MoneyKit, as well as the ability to create custom rules to automate transaction categorization. With transparent AI-powered classification and conversational AI that answers finance questions directly, users can streamline their workflow and make data-driven decisions.
- Global & Investment Support: FinaMoney provides real-time currency conversion, live tracking of crypto asset values for portfolio insights, and full support for investment accounts and holdings tracking. With features tailored for couples and partners, users can share accounts and insightful documents, as well as prepared full reports with clients.
- Comparison Chart: FinaMoney stands out for its unique combination of flexibility, automation, and collaboration features, setting it apart from other financial tracking tools on the market. With multi-profile support, automation rules, custom reporting, account sharing, and flexible budgeting, FinaMoney offers a comprehensive solution for managing personal and business finances.
In conclusion, FinaMoney offers a robust set of features and capabilities for professionals and businesses seeking clarity and efficiency in financial management. With its customizable options, comprehensive tracking capabilities, and user-friendly interface, FinaMoney is a valuable tool for those looking to take control of their finances and make informed decisions.
Pricing
FinaMoney offers two pricing plans: Essential for $4.2/month billed yearly or $5/month billed monthly with 5 live financial institutions and 1 profile, and Premium for $9.6/month billed yearly or $12/month billed monthly with unlimited financial institutions and multiple profiles. Both plans include auto-categorization, unlimited templates, Fina AI Assistant, priority support, and a 35-day free trial.
Visit fina.money for more.
Keep up to date with our stories on LinkedIn, Twitter , Facebook and Instagram.
