If you're looking for a financial tool with advanced filtering options to track and manage your spending, Fina is a good all-purpose option. It includes unlimited custom categories, personal metrics, flexible budgeting, and scenario planning, along with a deep integration with banks, loans and investments through Plaid. Fina also comes with features like AI-powered question-answering, transaction categorization rules and bank-level security, making it a powerful option for managing your money broadly.
Another option worth mentioning is Facta, which aggregates and automates financial data from multiple sources into one unified data set. It offers a customized business intelligence solution for finance professionals, including aggregation, analysis and linking abilities. Facta supports complex calculations with Excel formulas and real-time data synchronization, so you can create advanced metrics using data slicing and filtering, which can be very useful for detailed financial analysis and management.
For those who need the precision of AI, AlphaWatch offers advanced filtering and workflow automation designed for financial services. It combines human oversight with AI for the highest level of accuracy and can be integrated with existing systems. AlphaWatch's advanced filtering and multi-step validation make it a great option for precise and efficient financial data management and decision-making.
Last, Tabula is a no-code platform that automates workflows and visualizes data for business and data teams. It offers real-time insights, automated workflows and advanced filters, making it a good option for many teams including finance. With its user-friendly interface and support for both technical and non-technical users, Tabula can help streamline your financial data management and analysis.