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Fina is an all-in-one financial management platform where you can connect live accounts, set custom categories and budgets, clean & categorize your transaction data, and finally customize your tracking experience. They use a notion-style interface, lego-block style tracking scenarios, and AI to make the process seamless.
2023
Jan | Company Incorporation
As cofounders we met via a forum online and worked remotely together for several months to test our relationship before ultimately incorporating to take a swing on Fina!
Mar | Product Launch
We launched to our first batch of early test users at the start of March! We had around 1000 people on our waitlist and were extremely excited to start getting feedback and iterating.
Mar | Key Customer Milestone
We just crossed our first 10 paid users! This was our first milestone we set out to hit a couple months back so it's exciting to see the progress.
B2B
We make finances easy to manage for entrepreneurs and small businesses getting off the ground.
Client Segment
:
SaaS,
Software,
Technology,
Services
Target Companies
:
Startup
Target Geography
:
B2C
We love personal finance nerds, entrepreneurs, and people with the side hustle mentality.
User Age
:
18 to 25,
26 to 34,
35 to 45,
46 to 60
User Income
:
Lower Income,
Lower-middle Income,
Upper-middle Income,
High Income
Location
:
Frequently Asked Questions