Fina V1

The most flexible finance management platform

Shawn Cao
2 min readMay 22, 2024
The most flexible finance management platform

A year ago, we launched the Fina MVP. Thousands of people supported this product, motivating us to continue its development.

Today, we are launching Fina V1, code-named “Fina Essential” — the official release of the most flexible financial management system available.

After reviewing numerous standard budget apps, we firmly believe that each user deserves a personalized experience. Therefore, we’ve made “Flexibility” our core principle. This gives you:

  • The ability to organize all financial accounts in different profiles according to your preference.
  • The freedom to set up categories & rules for clean data.
  • The option to set and track budgets your way.
  • The power to create custom metrics, formulas, and insights.
  • The opportunity to generate and share documents as you see fit.

Whether you are managing finances for your personal life, family, business, or all three, you can always create a unique perspective to better understand your financial situation.

We have chosen to use documents as the main interface because they offer a flexible platform for creating and sharing. As a leader, you can convey your ideas, methodologies, and philosophies through a rich content template. By sharing this with your community, others can immediately apply it to their own situations. An example of such a template can be found here.

Flexibility often comes with counter-intuitiveness, however we don’t comprise on that. To simplify the process, we have incorporated LLM to assist you. Whenever you have a question, type it in the document, and Fina AI will instantly provide visual insights to answer your question.

Fina is a financial Business Intelligence (BI) tool, powered by AI, that allows you to build and share your own tracking system. Our team has invested significant effort in developing this BI + AI infrastructure to ensure it operates securely in the cloud with bank-level security. Every aspect of the user experience has been carefully crafted to ensure our users’ satisfaction.

If you haven’t explored Fina yet, we invite you to try our interactive demo for an overview: Play Interactive Demo.

For more details, please check out my blog post: Not Just Another Budget App.

We invite you to join our conversation as we launch Fina Essential on product hunt. We appreciate your support!

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Shawn Cao

Drive towards the mission of enabling data science technology accessible to everyone.