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About
We pull your financial data directly into customizable blocks so that you can plan with ease. Get clean data by bulk categorizing, setting rules, and handling transfers. Keep your finances separated on an accounting level, but visualize them all under one roof. All data comes live from your finances. Start simple by adding blocks in a Notion-style document editor. Fina uses third-party data service providers, like Plaid, in order to connect you to your financial institutions with bank-grade security. Our servers will never see or store ANY financial account credentials. We maintain a read-only access to your data and we fetch it on demand. We do not have the ability to move funds of any kind and we never access information without your permission.
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About
OpenBudget connects your bank and investment accounts to Claude, ChatGPT, and any other AI assistant through MCP, so you can ask real questions about your money and get real answers, not generic advice.
Once connected, every transaction and every holding syncs automatically. Ask about your spending, your net worth, your dividend income, or what you'd owe in capital gains tax before you sell, and Claude answers from your actual accounts instead of guessing.
The connection is read-only. OpenBudget can see your data but can never move money, place a trade, or change anything in your accounts. It works with whichever AI client you already use, so you're not locked into one app to get value from it.
Plans start at $5/month with a 7-day free trial.
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Audience
Businesses searching for a simple financial tracking and analysis solution with a notion-style interface
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Audience
Individuals looking to track personal finances, investors monitoring portfolios, and users of AI assistants like Claude or ChatGPT who want to analyze their financial data.
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Support
Phone Support
24/7 Live Support
Online
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Support
Phone Support
24/7 Live Support
Online
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API
Offers API
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API
Offers API
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Screenshots and Videos |
Screenshots and Videos |
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Pricing
$8 per month
Free Version
Free Trial
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Pricing
$5/month
Free Version
Free Trial
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Reviews/
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Reviews/
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Training
Documentation
Webinars
Live Online
In Person
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Training
Documentation
Webinars
Live Online
In Person
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Company InformationFina
United States
fina.xyz/
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Company InformationOpenBudget
Founded: 2025
United States
www.openbudget.sh/
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Alternatives |
Alternatives |
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Categories |
Categories |
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Integrations
ChatGPT
Claude
Cursor
Hermes 4
Model Context Protocol (MCP)
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