Financial consulting
Featured matches
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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 -
Build professional, on-brand decks — 10x faster. Inside PowerPoint or online.Open
I think Slidely is the only tool that has worked for me when creating my client presentations. The presentations aren't web pages or images like the other tools but actual PowerPoint slides which I really like.
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.
- Sponsor
Rocket - Think it. Type it. Launch it.
Other tools
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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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Unveiling financial insights from digital assets.Open -
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Optimizing wealth through strategic financial guidance.Open -
Clear financial reports and tax-ready books for businesses.Open -
Danish guide in outsourcing rules for credit institutions and data centers.Open -
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