Portfolio company · Personal finance
FinPersona
FinPersona is a personal finance platform built for how Malaysians earn, spend, save and file. It combines expense tracking, bill splitting, travel budgeting, a claimables marketplace and an AI financial advisor, and tags receipts against LHDN tax-relief categories. A separate product, Finpersona Business, turns bank statements into tax-ready records for SME owners and the tax agents who file for them.
01What it does
Capabilities.
- 01
Expense tracking with automatic categorisation
- 02
LHDN relief tagging tracked against category caps
- 03
Split bills with DuitNow links
- 04
Travel budgeting with multi-currency support
- 05
A marketplace of products that count toward tax reliefs
- 06
An AI financial advisor, with goals and deadline reminders
- 07
Finpersona Business: bank statements to tax-ready ledgers
- 08
Web app and an Android app on Google Play
02Fasttrade's role
How we are involved.
FinPersona is a Fasttrade portfolio company. The FinPersona website names Aexlora Sdn Bhd, also in the Fasttrade portfolio, as its author and publisher.
Described from finpersona.com. Product figures shown on that site are its own and are not repeated here.
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