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 Fina’s MVP, and the overwhelming support from thousands of users inspired us to keep pushing forward in its development.

Today, we’re thrilled to launch Fina V1, code-named Fina Essential — the official release of the most versatile financial management system on the market.

After reviewing countless budget apps, we firmly believe that every user deserves a personalized experience. That’s why we’ve made flexibility our core principle. With Fina, you gain:

  • The ability to organize all financial accounts across multiple profiles according to your preferences.
  • The freedom to set up custom categories and rules for clear, accurate data.
  • The option to establish and track budgets your way.
  • The power to create custom metrics, formulas, and insights.
  • The opportunity to generate and share documents as needed.

Whether you’re managing finances for yourself, your family, a business, or all three, Fina empowers you to create a unique view that brings clarity to your financial situation.

We’ve chosen documents as the primary interface because they provide a versatile platform for creation and sharing. As a leader, you can use rich content templates to convey your ideas, methodologies, and philosophies. Sharing these with your community allows others to readily apply them to their own circumstances. For example, see a template here.

Flexibility can sometimes feel counterintuitive, but we don’t compromise on it. To streamline the process, we’ve integrated an LLM to assist you. Simply type your question in the document, and Fina AI will instantly generate visual insights to provide the answers you need.

Fina is a financial Business Intelligence (BI) tool powered by AI, enabling you to design and share your own tracking system. Our team has invested extensively in building this BI + AI infrastructure, ensuring it operates securely in the cloud with bank-level security. Every element of the user experience has been thoughtfully crafted to prioritize user 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
Shawn Cao

Written by Shawn Cao

Share learnings to empower others. I write about startups, entrepreneurship, technology, management, finance, data, politics, people…

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