Fintraby Balnzed

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.

Fintra
AI credits 186

What it does

If you’d ask your accountant, ask Fintra.

Fintra knows your customers, invoices, bills and stock. Type the way you’d talk. No menus, no report builders.

Create

Invoices, quotations, bills, customers and products. You see a draft first.

  • Create an invoice for Lanka Builders
  • Draft a quotation for Silva Constructions
  • Record a bill from Tokyo Cement for 250,000
  • Add a new customer named Kamal Hardware

Reports

Summaries, trends and charts, built from your own records.

  • Give me a business overview
  • Show my revenue for the last 6 months
  • What’s my profit and loss?
  • Break down this month’s expenses

Lists

Look up any record and get it back as a clean table.

  • Show all invoices
  • List my customers
  • Show stock levels
  • List unpaid bills

Insights

The questions you’d normally save for your accountant.

  • Who owes us the most money?
  • Which products are low on stock?
  • Who are my top customers?
  • How much cash do we have?

How it works

Three steps. The first one takes a minute.

  1. 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
  2. 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?
  3. 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
Try the demo

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.

fintra4 members

Fintra 9:12 AM

A new bill came in by email. I’ve drafted it for you.

Draft bill · from Gmail

Tokyo Cement

LKR 250,000

Due 15 NovCement and building materialsPDF attached
ApproveReject
N

Nimal 9:20 AM

Looks right. Approving.

Fintra 9:20 AM

Approved by Nimal. 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.

Compare plans
  • 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 Australian dollars (AUD).

FAQ

Questions, answered.

What is Fintra?
Fintra is the AI assistant built into Balnzed, the cloud accounting software. Ask about your business in plain words and it answers from your own records. Ask it to create an invoice, quotation, bill, customer or product, and it drafts one for you to approve.
Do I need to use Balnzed already?
No. Fintra runs on Balnzed. If you already use Balnzed, sign in with the same account. If you don’t, signing up sets one up for you.
Can Fintra change my books without asking?
No. Anything that creates or changes a record is a draft until someone with permission approves it, in the web app or in a connected chat app. If a draft changes after it was sent for approval, it has to be approved again.
What is an AI credit?
Credits measure the work Fintra does for you. A quick question uses a few, and a detailed report or analysis uses more. Your plan’s credits refresh every month, you can top up whenever you need to, and the Usage page shows where every credit went. See pricing.
Can I try it without my own data?
Yes. Start a demo with a sample hardware store, software company or book shop, and ask Fintra anything about it. Demo answers don’t use your credits, and nothing you do in the demo touches your real books.
Which apps does Fintra work with?
WhatsApp, Slack, Microsoft Teams, Google Chat and Gmail. You connect each one from the Connectors page, and you can disconnect at any time.
Who is behind Fintra?
Fintra is made by Balnzed, operated by SENATH Investment Fund-1 Pty Ltd in Australia. Read how we handle your data in our privacy policy.

See what Fintra finds in your books.

Start on the free plan, or explore a sample business first.