5.0 (200k reviews) ️
Instant Financial Reports. No Bookkeeper Required.
Instant Financial Reports. No Bookkeeper Required.
Instant Financial Reports. No Bookkeeper Required.
Instant Financial Reports. No Bookkeeper Required.
Connect your bank or upload a CSV. Finara auto-generates clean, reliable financial reports using AI—so you can make smarter decisions, faster.
Connect your bank or upload a CSV. Finara auto-generates clean, reliable financial reports using AI—so you can make smarter decisions, faster.
Connect your bank or upload a CSV. Finara auto-generates clean, reliable financial reports using AI—so you can make smarter decisions, faster.
From transactions to insights — instantly
From transactions to insights — instantly
From transactions to insights — instantly
From transactions to insights — instantly
Finara transforms raw bank data into clear, actionable financial reports for small businesses. Whether you’re running a bakery, agency, or SaaS, Finara helps you stay on top of your numbers.
Finara transforms raw bank data into clear, actionable financial reports for small businesses. Whether you’re running a bakery, agency, or SaaS, Finara helps you stay on top of your numbers.
Finara transforms raw bank data into clear, actionable financial reports for small businesses. Whether you’re running a bakery, agency, or SaaS, Finara helps you stay on top of your numbers.
01.
Profit & Loss (P&L)
01.
Profit & Loss (P&L)
01.
Profit & Loss (P&L)
01.
Profit & Loss (P&L)
02.
Balance Sheet
02.
Balance Sheet
02.
Balance Sheet
02.
Balance Sheet
03.
Cash Flow Analysis
03.
Cash Flow Analysis
03.
Cash Flow Analysis
03.
Cash Flow Analysis
04.
Expense Breakdown
04.
Expense Breakdown
04.
Expense Breakdown
04.
Expense Breakdown
05.
Revenue Analysis
05.
Revenue Analysis
05.
Revenue Analysis
05.
Revenue Analysis
06.
Tax Preparation Report
06.
Tax Preparation Report
06.
Tax Preparation Report
06.
Tax Preparation Report
Just connect your account or upload a CSV
Just connect your account or upload a CSV
Just connect your account or upload a CSV
Just connect your account or upload a CSV
All files are encrypted
All files are encrypted
All files are encrypted
No training on your data
No training on your data
No training on your data
Our AI categorizes every expense & income
Our AI categorizes every expense & income
Our AI categorizes every expense & income
Your reports are generated instantly
Your reports are generated instantly
Your reports are generated instantly
Built for Business Owners, Not Just Accountants
Built for Business Owners, Not Just Accountants
Built for Business Owners, Not Just Accountants
Built for Business Owners, Not Just Accountants
No need for complicated spreadsheets or expensive software.
No need for complicated spreadsheets or expensive software.
No need for complicated spreadsheets or expensive software.
See how much you’re spending and earning
See how much you’re spending and earning
See how much you’re spending and earning
Income
Income
$8,400
$8,400
Expenses
Expenses
$5,200
$5,200
Net Profit: +$3,200
Net Profit: +$3,200
Track financial health month over month
Track financial health month over month
Track financial health month over month
Overview
Overview
Overview
$250,345 K
$250,345 K
$250,345 K
50,2%
50,2%
50,2%
3 Month
3 Month
3 Month
6 Month
6 Month
6 Month
1 Year
1 Year
1 Year
Jan
Jan
Jan
Feb
Feb
Feb
Mar
Mar
Mar
Apr
Apr
Apr
May
May
May
Jun
Jun
Jun
Jul
Jul
Jul
Aug
Aug
Aug
Sep
Sep
Sep
Oct
Oct
Oct
Nov
Nov
Nov
Des
Des
Des
Share ready-to-use reports with your bookkeeper or tax advisor
Share ready-to-use reports with your bookkeeper or tax advisor
Share ready-to-use reports with your bookkeeper or tax advisor
Financial Report
Financial Report
Financial Report
Copy Share Link
Copy Share Link
Copy Share Link
Export PDF
Export PDF
Export PDF
Name
Name
Name
Date
Date
Date
Status
Status
Status
Ready to Share
Ready to Share
Ready to Share
Ready to Share
Ready to Share
Ready to Share
Ready to Share
Ready to Share
Ready to Share
Action
Action
Action
May Financial Report
May Financial Report
May Financial Report
Know exactly what’s going on in your business at all times
Know exactly what’s going on in your business at all times
Know exactly what’s going on in your business at all times
Business Health Snapshot
Business Health Snapshot
Business Health Snapshot
Cash on Hand
Cash on Hand
Cash on Hand
$12,400
$12,400
$12,400
Pending Invoices
Pending Invoices
Pending Invoices
$3,500
$3,500
$3,500
Estimated Tax
Estimated Tax
Estimated Tax
$1,800
$1,800
$1,800
You're 85% on target for Q2
You're 85% on target for Q2
You're 85% on target for Q2
Smart categorization that gets better over time
Smart categorization that gets better over time
Smart categorization that gets better over time
Smart categorization that gets better over time
Our AI learns from your data — tagging and classifying transactions automatically. It improves with every upload so your reports get more accurate over time.
Our AI learns from your data — tagging and classifying transactions automatically. It improves with every upload so your reports get more accurate over time.
Our AI learns from your data — tagging and classifying transactions automatically. It improves with every upload so your reports get more accurate over time.
Transactions
Transactions
Transactions
Payroll
Payroll
Payroll
Travel
Travel
Travel
Transportation
Transportation
Transportation
Today
Today
Today
$24,000
$24,000
$24,000
$5,600
$5,600
$5,600
$8,000
$8,000
$8,000
Latest transaction
Latest transaction
Latest transaction
Auto-categorization
Auto-categorization
Auto-categorization
Human-readable report summaries
Human-readable report summaries
Human-readable report summaries
May Report
May Report
May Report
$250,345 K
$250,345 K
$250,345 K
Report Details
Report Details
Report Details
Export to PDF or share with your team
Export to PDF or share with your team
Export to PDF or share with your team
May Financial Report
May Financial Report
May Financial Report
Copy Share Link
Copy Share Link
Copy Share Link
Export PDF
Export PDF
Export PDF
Share Report
Share Report
Share Report
Shareable investor-ready data room
Shareable investor-ready data room
Shareable investor-ready data room
Financial Overview
Financial Overview
Financial Overview
Profit & Loss Q1
Profit & Loss Q1
Profit & Loss Q1
Balance Sheet 2025
Balance Sheet 2025
Balance Sheet 2025
Cap Table
Cap Table
Cap Table
View
View
View
View
View
View
View
View
View
Ready to view data
Ready to view data
Ready to view data
Need to raise funds or sell your business?
Need to raise funds or sell your business?
Need to raise funds or sell your business?
Need to raise funds or sell your business?
Finara lets you create a secure, shareable link for investors or buyers to access a real-time view of your company’s financial health.
Finara lets you create a secure, shareable link for investors or buyers to access a real-time view of your company’s financial health.
Finara lets you create a secure, shareable link for investors or buyers to access a real-time view of your company’s financial health.
Include key reports in one link
Password-protect or set view-only access
Easily toggle between companies
Include key reports in one link
Password-protect or set view-only access
Easily toggle between companies
Include key reports in one link
Password-protect or set view-only access
Easily toggle between companies
Include key reports in one link
Password-protect or set view-only access
Easily toggle between companies
Perfect for fundraising, due diligence, or M&A conversations.
Perfect for fundraising, due diligence, or M&A conversations.
Perfect for fundraising, due diligence, or M&A conversations.
Perfect for fundraising, due diligence, or M&A conversations.
Run multiple businesses? No problem. Finara lets you manage and report on multiple companies from one account.
Run multiple businesses? No problem. Finara lets you manage and report on multiple companies from one account.
Run multiple businesses? No problem. Finara lets you manage and report on multiple companies from one account.
Unlimited companies
Unlimited companies
Unlimited companies
Unlimited companies
Switch views in one click
Switch views in one click
Switch views in one click
Switch views in one click
Separate plans per company
Separate plans per company
Separate plans per company
Separate plans per company
Simple, Transparent Pricing
Simple, Transparent Pricing
Simple, Transparent Pricing
Simple, Transparent Pricing
No hidden fees. Just clear value. Add unlimited companies to your account. All data encrypted and securely stored
No hidden fees. Just clear value. Add unlimited companies to your account. All data encrypted and securely stored
No hidden fees. Just clear value. Add unlimited companies to your account. All data encrypted and securely stored
Free Plan
Free Plan
Perfect for trying things out or businesses with light activity.
Perfect for trying things out or businesses with light activity.
Perfect for trying things out or businesses with light activity.
Up to 20 transactions/month
All core reports
AI categorization
Secure storage
Premium
Premium
For growing businesses that need full reporting power.
For growing businesses that need full reporting power.
For growing businesses that need full reporting power.
Unlimited transactions
Plaid bank connection
All advanced reports
Investor-ready data room
Priority support
Financial Clarity for Every Business Type
Financial Clarity for Every Business Type
Financial Clarity for Every Business Type
Financial Clarity for Every Business Type
Perfect For:
Perfect For:
Perfect For:
Freelancers & consultants
Freelancers & consultants
Freelancers & consultants
Freelancers & consultants
Agencies & service businesses
Agencies & service businesses
Agencies & service businesses
Agencies & service businesses
eCommerce stores
eCommerce stores
eCommerce stores
eCommerce stores
Local brick-and-mortar shops
Local brick-and-mortar shops
Local brick-and-mortar shops
Local brick-and-mortar shops
Early-stage startups
Early-stage startups
Early-stage startups
Early-stage startups
SMBs preparing for funding or acquisition
SMBs preparing for funding or acquisition
SMBs preparing for funding or acquisition
SMBs preparing for funding or acquisition
Revenue
Revenue
Jan
Jan
Feb
Feb
Mar
Mar
Apr
Apr
May
May
Jun
Jun
Jul
Jul
Aug
Aug
400
400
300
300
200
200
100
100
0
0
$132,234.03
$132,234.03
Finance
Finance
Don’t Just Guess Your Numbers. Know Them.
Don’t Just Guess Your Numbers. Know Them.
Finara gives you peace of mind, real clarity, and a handle on your business finances—without lifting a spreadsheet.
Don’t Just Guess Your Numbers. Know Them.
Finara gives you peace of mind, real clarity, and a handle on your business finances—without lifting a spreadsheet.
Don’t Just Guess Your Numbers. Know Them.
Finara gives you peace of mind, real clarity, and a handle on your business finances—without lifting a spreadsheet.
Finara
Raise funds, make decisions, and move faster—with reports powered by AI.
Finara
Raise funds, make decisions, and move faster—with reports powered by AI.
Finara
Raise funds, make decisions, and move faster—with reports powered by AI.
Finara
Raise funds, make decisions, and move faster—with reports powered by AI.