Fintra · the AI assistant for Balnzed
Ask your business anything.
Ask about sales, cash or who owes you money, and get the real figures from your own books in seconds. Ask Fintra to raise an invoice or record a bill, and it drafts one for you to approve.
Free plan includes 20 AI credits a month. Already use Balnzed? Sign in with the same account.
If you’d ask your accountant, ask Fintra.
Fintra knows your customers, invoices, bills and stock. Type the way you’d talk. Pick a question below to see the answer.
Invoices, quotations, bills, customers and products. You always see a draft first.
Here’s a draft invoice for Northgate Builders, priced from your item list.
Draft invoice · waiting for approval
Northgate Builders
$980
40 × Cement 50kgDue in 30 days
Nothing is saved until you approve it.
Try every one of these on a sample business. It’s free and doesn’t use credits.
Explore the demoHow it works
Three steps. The first one takes a minute.
- 01
Sign in with Balnzed
Fintra works from your Balnzed books: the invoices, bills and stock you already keep. New to Balnzed? Sign up and you’re ready.
InvoicesBillsCustomersSuppliersItemsStock - 02
Ask in plain words
Type or speak your question. Attach a receipt or a supplier bill if you have one. Answers come back as tables, charts and short summaries.
What should I focus on this month? - 03
Approve, and it’s done
When you ask Fintra to create or change something, it prepares a draft. Nothing reaches your books until you approve it.
ApproveRejectWaiting for you
No data yet? Start with a sample business.
Pick a ready-made business and ask Fintra anything about it. Sample questions are waiting for you, and demo answers don’t use your credits.
- Hardware store
- Software company
- Book shop
Where it works
Fintra comes to the apps you already use.
You don’t have to open another tab to keep the books moving. Connect the tools your team lives in.
WhatsApp
Chat with Fintra from your phone, and send invoices straight to your customers on WhatsApp.
Slack, Microsoft Teams and Google Chat
Add Fintra to a team channel. Ask questions, get updates and approve drafts without leaving the conversation.
Gmail
Fintra spots invoices, bills and receipts in your inbox and turns them into drafts for you to review. It can only read. It can’t send or delete email.
Fintra 9:12 AM
A new bill came in by email. I’ve drafted it for you.
Draft bill · from Gmail
Summit Cement
$2,500
James 9:20 AM
Looks right. Approving.
Fintra 9:20 AM
Approved by James. The bill is now in your books.
Built for real books
You stay in charge.
Fintra does the legwork. The decisions stay with you and your team.
Drafts before changes
Anything that creates or changes a record waits for your approval. If a draft is edited after it was sent, it has to be approved again.
Numbers you can check
Answers come from your own Balnzed records, and Fintra tells you what it looked at, so you can trace a figure back to the invoice behind it.
The right access for each person
Roles decide who can ask, who can approve and what each person can see. A message in a group chat can never approve anything on its own.
Like any AI, Fintra can make mistakes. Check important numbers before you act on them.
Add-on modules
Add more as your business grows.
Install a module from Settings when you need it. Inventory and HR & Payroll work with Fintra from day one.
Inventory
Stock levels, warehouses and stock movements. Ask Fintra what to reorder before you run out.
Ask Fintra: “Which products are low on stock?”
HR & Payroll
Employees, payslips, leave and expense claims, with leave and claim approvals right in the chat.
Ask Fintra: “Show this month’s payroll summary”
CRM
Leads, deals and customer follow-ups, in the same place as your invoices.
Pricing
Start free. Pay for what Fintra does.
Every plan comes with AI credits each month. A quick question uses a few, a six-month report uses more. Top up any time.
Free
$0/mo
20 AI credits a month
- Most popular
Basic
$5/mo
50 AI credits a month
Starter
$10/mo
100 AI credits a month
Growth
$30/mo
250 AI credits a month
Business
$60/mo
600 AI credits a month
Prices in US dollars (USD).
FAQ
Questions, answered.
What is Fintra?
Do I need to use Balnzed already?
Can Fintra change my books without asking?
What is an AI credit?
Can I try it without my own data?
Which apps does Fintra work with?
Who is behind Fintra?
See what Fintra finds in your books.
Start on the free plan, or explore a sample business first.
