Fintag Guidebook

Choose what you want to do in Fintag.

We will point you to the documents you need, in order.

Getting started

• What can you do with Fintag? — Service overview and the 5 steps to get started
• Linking financial institutions — The first step to collecting bank, card, and securities data automatically
• A tour of the screens — The menu structure and what each screen is for

Understanding your cash flow

• Assets at a glance — Accounts, cards, loans, and securities on one screen
• Transactions and tag analysis — Classify spending and compare it against your budget
• Cash flow forecasting and unusual transactions — Your upcoming balance and the transactions worth checking

Putting the AI to work

• Getting started with AI agent — Asking questions, attaching files, managing conversations
• What can you ask? — Example questions you can copy as they are
• Creating documents with AI — Turn reports and tables into HWP or Excel files
• Training the AI on your company materials — Let it read contracts and reports, then answer from them
• Response style and usage settings — Set the tone, check token usage

Using it in your work

• Financial calendar — Payment dates and maturity dates organized automatically
• Cost control with projects — Spending against budget and settlement reports
• Document library — Store files, edit HWP documents

Finding opportunities

• Finding government support programs — Pick out the announcements you can apply for

Using Fintag with other tools

• Connecting external AI apps (MCP) — Query your company data from Claude and ChatGPT
• Using the AI from a messenger — Slack, JANDI, and KakaoWork integration

If you are an administrator

• Managing members and permissions — Set access scope with roles
• Managing your subscription and tokens — Plans, payment, refunds

If you need help

If you cannot find what you are looking for, or you run into a problem, let us know at support@fintag.kr.