Finma – AI Finance Tracker

Finma – AI Finance Tracker

Paid Finance & Trading ✓ Verified

Finma short for finance manager, is your personal finance assistant that helps you track & plan all your expenses in one place.  Built with the prima

🔍 People also searched for

About this Tool

Finma – AI Finance Tracker

Finma short for finance manager, is your personal finance assistant that helps you track & plan all your expenses in one place. 

Built with the prima

Finma short for finance manager, is your personal finance assistant that helps you track & plan all your expenses in one place. 

Built with the primary goal of automating your expenses, Finma is the only app on the App Store which supports all of the following ways to automate expenses:

– SMS Automation
– Email Sync
– Direct bank connection via Plaid
– AI PDF import
– AI CSV import

Features:

– Privacy First
Finma stores all your financial data locally on-device. Not even we have access to yo

Pros & Cons

✓ Pros

  • Workflow automation
  • Purpose-built for investing & portfolio

✗ Cons

  • No free plan — paid tiers only
  • No native Android app

Key Features

🔧

Benjamin Franklin

📋 Scripts & Prompts for Finma – AI Finance Tracker +

Copy these AI-powered scripts to get maximum value from this tool. Sign up free to copy.

📄 Template
Intermediate ⏱ 10 min
Sometimes no matter what tricks you throw at the model, it just won’t do what you want it to do.…
🔐 Browse All Scripts in the Vault →

🔌 MCP Servers for Finma – AI Finance Tracker +

Connect these MCP servers to give Claude, Cursor & Cline superpowers with this tool. Sign up free to copy install commands.

Intermediate 📱 Claude Desktop, Cursor, Continue.dev
🐍 ☁️ - LongPort OpenAPI provides real-time stock market data, provides AI access analysis and trading capabilities through MCP.
Medium 📱 macos, linux, windows
MCP for QuickBooks Online accounting workflows.
Intermediate 📱 Claude Desktop, Cursor, Continue.dev
🏎️ 🏠 🍎 🪟 🐧️ MCP server connecting AI systems to Stockfish chess engine.
Medium 📱 macos, linux, windows
MCP for Xero small-business accounting.
🔌 Browse All MCP Servers →

🤖 AI Agents for Finma – AI Finance Tracker +

Pre-built automation agents that work with this tool — import in one click. Sign up free to access.

🤖 CREWAI
👆 Manual
Fenix Ai Trading Bot with LangGraph and ollama and multipe providers
https://github.com/Ganador1/FenixAI_tradingBot
🤖 CREWAI
👆 Manual
🚀 AI Trading Crew - Automated trading analysis using CrewAI framework
https://github.com/philippe-ostiguy/AITradingCrew
🤖 CLAUDE CODE
▶ On-demand
Claude Code skill that ingests SEC filings, parses MD&A and risk factors, and outputs a structured valuation memo with DCF, comparable multiples, and key ratios.
https://github.com/anthropics/claude-cookbook
🤖 CREWAI
⏰ Scheduled
CrewAI workflow with three agents collaborating to scan a brokerage account, identify rebalancing opportunities respecting wash-sale rules, and produce an execution-ready trade list.
https://github.com/crewAIInc/crewAI-examples
🤖 Browse All AI Agents →

Who Is This For?

👤

Developers

Frequently Asked Questions

Finma – AI Finance Tracker is available as paid. Visit the tool's website for the latest pricing details and plan options.

Visit the Finma – AI Finance Tracker website to check whether a free tier or free trial is available.

Finma – AI Finance Tracker is available on iOS. Check the official website for the latest platform support.

Many tools offer free trials to let you test before subscribing. Check the Finma – AI Finance Tracker website for current trial availability and duration.

🔒
Community Ratings Join free to see community votes & react
❤️ ··· 💪 ···
No reviews yet. Be the first to share your experience with Finma – AI Finance Tracker!

Share Your Experience

At a Glance

🔗 Get a Do-Follow Backlink Boost your domain rating with a high-authority directory link — one-time $499
View Plans →

Is this your tool? Claim this listing →