Average Ratings 0 Ratings
Average Ratings 9 Ratings
Description
Our platform allows you to seamlessly integrate your financial information into customizable blocks for effortless planning. With the ability to bulk categorize, establish rules, and manage transfers, you can ensure your data is organized and pristine. While maintaining distinct financial accounts, you can view everything in one unified interface. The information is pulled in real-time from your financial accounts. Begin easily by inserting blocks using a Notion-style document editor, where you can tailor your workspace to fit your needs. Fina collaborates with trusted third-party data service providers, such as Plaid, to securely link you to your financial institutions with top-notch security standards. Rest assured, our servers do not store or have access to any of your financial account credentials. We operate under a read-only access model, retrieving your data only when necessary. Importantly, we do not possess the capability to transfer funds or access your financial information without your explicit consent, ensuring your privacy and security remain intact. This commitment to safety and transparency allows you to manage your finances with confidence.
Description
Neontra, a Canadian-made online money management solution, is the best way to manage your finances. It is similar to YNAB or Mint, but we aim to become a trusted next-generation Personal Financial Assistant (PFA), which can guide you towards a brighter and more secure financial future.
What makes us different?
Neontra is a forward-looking system. We predict your behavior based on past data, which allows for better goal-based financial planning and accurate forecasts.
Get Personalized Insights Into Your Financial Life, including Our Health Check: A Report Card on Your Finances
Expense Explorer - a deep dive into your spending to help you find new ways to save
Use Neontra How You Like -- Connect your accounts to receive automatic updates or, if you prefer an anonymous experience, import data manually or from files.
We are SOC2 Certified, which is the most stringent AICPA criteria for security, privacy and confidentiality. We keep your data safe.
API Access
Has API
No
API Access
Has API
No
Integrations
Flinks
No
Plaid
No
Pricing Details
$8 per month
Free Trial
Yes
Free Version
Yes
Pricing Details
Free Beta
Free Trial
Yes
Free Version
Yes
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
Yes
iPad App
Yes
Android App
Yes
Windows
No
Mac
No
Linux
No
Chromebook
No
Customer Support
Business Hours
No
Live Rep (24/7)
No
Online Support
Yes
Customer Support
Business Hours
No
Live Rep (24/7)
No
Online Support
Yes
Types of Training
Training Docs
No
Webinars
No
Live Training (Online)
No
In Person
No
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
No
In Person
No
Vendor Details
Company Name
Fina
Country
United States
Website
fina.xyz/
Vendor Details
Company Name
TXIO
Founded
2007
Country
Canada
Website
www.txio.ca