Average Ratings 0 Ratings
Average Ratings 0 Ratings
Description
FinWise, a modern tool for managing personal finances, allows you to manage your finances easily. FinWise offers budgeting, tracking your net worth, financial planning, forecasting and insights.
Description
Our platform allows you to seamlessly integrate your financial information into customizable blocks for effortless planning. With the ability to bulk categorize, establish rules, and manage transfers, you can ensure your data is organized and pristine. While maintaining distinct financial accounts, you can view everything in one unified interface. The information is pulled in real-time from your financial accounts. Begin easily by inserting blocks using a Notion-style document editor, where you can tailor your workspace to fit your needs. Fina collaborates with trusted third-party data service providers, such as Plaid, to securely link you to your financial institutions with top-notch security standards. Rest assured, our servers do not store or have access to any of your financial account credentials. We operate under a read-only access model, retrieving your data only when necessary. Importantly, we do not possess the capability to transfer funds or access your financial information without your explicit consent, ensuring your privacy and security remain intact. This commitment to safety and transparency allows you to manage your finances with confidence.
API Access
Has API
API Access
Has API
Screenshots View All
No images available
Integrations
No details available.
Integrations
No details available.
Pricing Details
$6.99
Free Trial
Free Version
Pricing Details
$8 per month
Free Trial
Free Version
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Vendor Details
Company Name
FinWise
Founded
2023
Country
United States
Website
finwiseapp.io
Vendor Details
Company Name
Fina
Country
United States
Website
fina.xyz/
Product Features
Financial Management
Budgeting & Forecasting
Cash Management
Consolidation / Roll-Up
Currency Management
Financial Reporting
Investment Management
Project Management
Revenue Recognition
Risk Management
Tax Management