Ratings and Reviews 9 Ratings
Ratings and Reviews 0 Ratings
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What is Neontra?
Neontra is a Canadian-developed online financial management tool that stands out as an exceptional resource for handling your finances. While it shares similarities with YNAB and Mint, our goal is to evolve into a reliable next-generation Personal Financial Assistant (PFA) that helps you navigate towards a more promising and secure financial future.
What sets us apart from the competition?
Neontra embraces a progressive approach by analyzing your past behavior to enhance goal-oriented financial planning and provide precise forecasts.
Experience tailored insights into your financial situation with features such as our Health Check, which offers a comprehensive evaluation of your finances.
Our Expense Explorer tool allows for an in-depth analysis of your spending habits, revealing opportunities for saving that you may have overlooked.
You have the flexibility to use Neontra as you prefer—connect your accounts for seamless updates or manually import your data for a more private experience.
Moreover, we are proud to be SOC2 Certified, meeting the highest AICPA standards for security, privacy, and confidentiality, ensuring the protection of your data while you focus on achieving your financial goals. With Neontra, you’re not just managing your money; you’re building a brighter financial future.
What is Fina?
Our platform offers a streamlined way to incorporate your financial data into customizable blocks, facilitating easy planning. You can efficiently organize your information through bulk categorization, rule establishment, and transfer management, ensuring your data remains neat and structured. Despite having separate financial accounts, you can access everything from a single, cohesive interface. The platform retrieves your data in real-time directly from your accounts. You can start effortlessly by adding blocks using an intuitive Notion-style document editor, which allows you to personalize your workspace according to your preferences. Partnering with reputable third-party data service providers like Plaid, Fina ensures a secure connection to your financial institutions while adhering to the highest security standards. You can be confident that our servers do not retain or have access to your financial account credentials. We utilize a read-only access model, fetching your data only when needed. Importantly, we cannot transfer funds or access your financial details without your explicit permission, safeguarding your privacy and security. This unwavering dedication to safety and transparency empowers you to take charge of your financial management with peace of mind. Furthermore, our user-friendly approach aims to enhance your financial literacy, making it easier than ever to understand and control your financial landscape.
Integrations Supported
API Availability
API Availability
Pricing Information
Free Beta
Free Version
Free Trial Offered?
Pricing Information
$8 per month
Free Version
Free Trial Offered?
Supported Platforms
SaaS
Android
iPhone
iPad
Supported Platforms
SaaS
Customer Service / Support
Web-Based Support
Customer Service / Support
Web-Based Support
Training Options
Documentation Hub
Training Options
Not specified
Company Facts
Organization Name
TXIO
Date Founded
2007
Company Location
Canada
Company Website
www.txio.ca
Company Facts
Organization Name
Fina
Company Location
United States
Company Website
fina.xyz/
Categories and Features
Personal Finance
Not specified
Categories and Features
Personal Finance
Not specified