Fina

Fina turns your everyday transactions into clear, actionable insights — without spreadsheets or manual entry.

CONNECT YOUR BANKS
Securely link your Canadian bank accounts through Plaid. Fina pulls in new transactions automatically; we never see your bank login. Connections can be revoked at any time from the app.

AUTO-CATEGORIZE
Every transaction is classified by Fina's AI into the expense and income categories you control. Confirm or correct categorizations in the review queue — Fina learns from your decisions and gets sharper over time.

BUDGET WITHOUT FRICTION
Set a monthly cap and split it across categories. See remaining headroom in real time. Budgets adapt to your recurring subscriptions and scheduled spends automatically, so a forecasted bill doesn't blow up your numbers mid-month.

PLAN AHEAD
Track recurring subscriptions and scheduled spends so nothing surprises you. Fina shows you what's already committed before it hits your account.

GOALS
Save toward big things — a trip, an emergency fund, a down payment — by staying under budget in categories you care about. Goals auto-tally from your real spending; no manual logging.

CHAT WITH FINA
Ask questions in plain English. "How much did I spend on groceries last month?" "When does my Netflix renewal hit?" Fina answers using your own data — not generic advice.

MORNING BRIEF
A daily summary when you open the app — what's new, what needs review, what's coming up.

PRIVACY
Bank credentials are handled by Plaid; Fina never sees them. Transactions and chat content are stored encrypted at rest. Delete your account and all data anytime at withfina.com/account-deletion.