Financial advise
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Identify what to cut, replace, automate in your business — in minutesOpen

Jenn N.🙏 158 karmaOct 1, 2024@leania.aiJust implemented your instruction out how to run drip campaigns automatically, nice! Getting prospect calls coming in
Verified tools
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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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KiloClaw - Managed 🦀 OpenClaw hosting -
Receive daily AI portfolio updates over the phoneOpen
Other tools
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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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There isn't a way to upload an Excel file or copy/paste. what's the point if you have to re-enter everything?
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Very functional and has up to date pricing and good for technical analysis! Recent this app stop working out of nowhere smh.
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Just landed first time and well satisfied and convinced to use the tools
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