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Carl Lucier🙏 33 karmaMar 10, 2025@PlaniaAmazing experience ! It help me so much to create my business plan. I did not know where to start. I recommend.
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- Fina Chat: Fina Chat is completely revamped, you can ask anything: analyze the past activities (eg. "how much was spent on gas in the past 90 days", get recommendations (eg. "what best credit cards to apply"), forecast future (eg. "Monte Carlo of net worth growth"). - Dashboard: Dashboard is single place to hold all interesting blocks you can pin to. - Gsheet Template: Pump your data into spreadsheet and let Fina keep in sync. - Sankey Digram: Easy to visualize cashflow, right on the Categorization page. - Fina API: build your own app or widget through secure Fina API, in addition, you can have a Fina MCP server to use as well. - Comparison: Every block has comparison by default, vs previous period or previous year.
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First one here, extremely early. It's a clean, useful finance helper. Hooked it to Xero in a minute, asked plain English questions and got quick answers with sensible next steps. Would like to see how it handles trickier consolidations, but for SMB reporting it's strong.
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If you enjoy brain/thought mapping, you'll love this!
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Took era for a spin and it's legit useful if you care about money stuff, cash flow, little nudges when spending drifts. The tips feel practical for trading and taxes and it keeps things tidy. It is a clean, steady money copilot. Nice one!!
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