Fintech Automation

Build Financial Tools That Work Harder Than Spreadsheets

Create calculators, dashboards, and fintech apps that give your clients real-time insight — without a single line of code. Greta fintech automation tools make complex finance simple.

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How it's works

From Spreadsheet Chaos to Live Financial Dashboard

Replace manual number-crunching with automated fintech dashboards that update in real time and take minutes to build.

Define Your Financial Workflow
Step 1

Define Your Financial Workflow

Describe the calculation, report, or financial process you need in plain language.

  • Describe loan calculators, portfolio trackers, or budget dashboards.
  • Greta maps the right data inputs and output logic automatically.
Build Your Fintech Dashboard
Step 2

Build Your Fintech Dashboard

Your financial tool appears instantly — calculations, charts, and KPIs in one view.

  • Add formulas, scenarios, and conditional logic through simple prompts.
  • Visualise data with charts, gauges, and tables that update in real time.
Connect Your Financial Data
Step 3

Connect Your Financial Data

Plug in bank APIs, accounting tools, or market data to keep dashboards current.

  • Connect QuickBooks, Xero, Stripe, or any financial data source.
  • Automate report generation so clients always see current numbers.
Deploy a Secure Financial App
Step 4

Deploy a Secure Financial App

Share your fintech tool as a secure, role-based app accessible from anywhere.

  • Set granular permissions so every user sees only what they should.
  • Embed calculators and dashboards directly in your existing website.

Platform

A Fintech Builder's Complete Toolkit

From loan calculators to compliance dashboards — build every fintech tool your clients need, faster than any dev sprint.

Financial Calculator Builder

Create mortgage, loan, ROI, or compound interest calculators with real-time outputs and scenario comparisons.

Portfolio & KPI Dashboard

Track assets, returns, and financial KPIs in live dashboards that pull from your data sources automatically.

Compliance & Audit Tracker

Stay on top of regulatory requirements with automated checklists, deadline alerts, and audit-ready reports.

Client Reporting Portal

Give every client a personalised view of their financial data — branded, secure, and always up to date.

Automated Financial Reports

Generate monthly, quarterly, or annual reports automatically — no more manual data pulls or formatting.

Greta is built for founders, product managers, designers, and marketing teams who want to move fast. Ops teams and sales teams use it to build internal tools and client-facing apps without code. See pricing or explore integrations.

Explore More

Other Industries on Greta

Greta adapts to every industry. Explore how it works for yours.

Real Estate

Build property dashboards, client portals, and listing tools that close more deals, faster.

SaaS Companies

Build onboarding flows, product analytics, and admin tools without waiting for an engineering sprint.

Enterprise Teams

Build internal dashboards and enterprise workflows that business teams actually adopt.

Legal

Create contract generators and client portals that streamline your legal operations end to end.

FAQ

Fintech Automation — Answered

Everything you need to know before building your first fintech tool with Greta.

Greta is an AI no-code builder for fintech teams to create financial dashboards, loan calculators, portfolio trackers, and client portals without engineering sprints. Describe your financial workflow and Greta builds the tool, ready to deploy the same day.

Absolutely. Add your logo, brand colours, and custom domain so every tool looks like it was built exclusively for your firm.

Build Something Real

If you can describe it, you can build it.