Built for the 'Missing Middle': $5M-$30M revenue portfolios.
The financial control layer
for the real economy.
The financial control layer
for the real economy.
The financial
control layer for
the real economy.
The financial control layer
for the real economy.
Connect your bank and accounting in 2 minutes to protect working capital and eliminate margin leakage.
Connect your bank and accounting in 2 minutes to protect
working capital and eliminate margin leakage.
From setup to forecast in
under 2 minutes.
From setup to forecast
in under 2 minutes.
Connect all your accounts.
Your business bank and QuickBooks connected, with no extra setup.
Connect all your accounts.
Your business bank and QuickBooks connected, with no extra setup.
Connect all your accounts.
Your business bank and QuickBooks connected, with no extra setup.
Manage your live cashflow.
All inflows, outflows, payroll, and upcoming obligations at one place.
Manage your live cashflow.
All inflows, outflows, payroll, and upcoming obligations at one place.
Manage your live cashflow.
All inflows, outflows, payroll, and upcoming obligations at one place.
Ask AI anything.
Quick answers in plain English to what’s happening now and what to do next.
Ask AI anything.
Quick answers in plain English to what’s happening now and what to do next.
Ask AI anything.
Quick answers in plain English to what’s happening now and what to do next.
Manage your live cashflow.
All inflows, outflows, payroll, and upcoming obligations at one place.
Manage your live cashflow.
All inflows, outflows, payroll, and upcoming obligations at one place.
Connect all your accounts.
Your business bank and QuickBooks connected, with no extra setup.
Connect all your accounts.
Your business bank and QuickBooks connected, with no extra setup.
Ask AI anything.
Quick answers in plain English to what’s happening now and what to do next.
Ask AI anything.
Quick answers in plain English to what’s happening now and what to do next.
Powering the next generation of:
Powering the
next generation of:
High-velocity franchises
Spend less time reconciling numbers and more time running your locations. See what’s off across stores early, before small issues turn into real losses.
Save time
Spot issues
Hospitality groups
PE-backed portfolios
High-velocity franchises
Spend less time reconciling numbers and more time running your locations. See what’s off across stores early, before small issues turn into real losses.
Save time
Spot issues
Hospitality groups
PE-backed portfolios
High-velocity franchises
Spend less time reconciling numbers and more time running your locations. See what’s off across stores early, before small issues turn into real losses.
Save time
Spot issues
Hospitality groups
PE-backed portfolios
High-velocity franchises
Spend less time reconciling numbers and more time running your locations. See what’s off across stores early, before small issues turn into real losses.
Save time
Spot issues
Hospitality groups
PE-backed portfolios
Your bank balance is not a forecast.
The Conflict:
Most operators manage by checking bank apps, QuickBooks, and sales reports separately.
Most operators manage by checking
bank apps, QuickBooks, and sales
reports separately.
The Problem:
These systems are retrospective.
By the time you reconcile them, it’s too late to act.
These systems are retrospective.
By the time you reconcile them, it’s
too late to act.
The Shift
Finz connects your data at the source to move your team from data entry to real-time execution.
Your bank balance is not a forecast.
The Conflict:
Most operators manage by checking bank apps, QuickBooks, and sales reports separately.
The Problem:
These systems are retrospective.
By the time you reconcile them, it’s too late to act.
The Shift
Finz connects your data at the source to move your team from data entry to real-time execution.
Your bank balance
is not a forecast.
The Conflict:
Most operators manage
by checking bank apps, QuickBooks, and sales
reports separately.
The Problem:
These systems are retrospective. By the time
you reconcile them, it’s
too late to act.
The Shift
Finz connects your data at the source to move your team from data entry to real-time execution.
How Finz stands apart.
The Manual Ledger
Hindsight as Strategy:
Manage by looking at what happened 30 days ago. By the time the P&L is ready, the opportunity to fix a cost spike has passed.
The Spreadsheet Trap:
Data is exported and manually reconciled in disconnected sheets. Every human touchpoint introduces error.
Reactive Liquidity:
You know you have a cash problem when the bank balance gets low. Managing by 'gut feel' limits scale.
The Finz Control Layer
Real-Time Execution:
Turn unit performance into a weekly control system. See exactly where your margin moved yesterday so you can act today.
Automated Integrity:
Banking and accounting data flow into a single, reconciled ledger. No manual matching. No exceptions.
Predictive Runway:
A rolling 13-week forecast built on live data. Identify shortfalls before they happen and stay lender-ready.
What you will achieve with us
What you will
achieve with us
Automated Reconciliation
Consolidate banking and accounting activity into one ledger to eliminate manual matching in near real-time.
Predictive Liquidity
A 13-week cash forecast that surfaces upcoming shortfalls and funding readiness across all entities.
Automated Reconciliation
Consolidate banking and accounting activity into one ledger to eliminate manual matching in near real-time.
Predictive Liquidity
A 13-week cash forecast that surfaces upcoming shortfalls and funding readiness across all entities.
Real - time Unit Economics
Credit metrics and funding readiness simulations show what qualifies, while lender matching helps businesses get funded faster.
Document Intelligence
Link every bill and receipt directly to the transaction for total traceability with plain-English AI search.
Real - time Unit Economics
Credit metrics and funding readiness simulations show what qualifies, while lender matching helps businesses get funded faster.
Document Intelligence
Link every bill and receipt directly to the transaction for total traceability with plain-English AI search.
Run cash flow the smarter way
Run cash flow
the smarter way
GROWTH PORTFOLIO
$299
/month
Built for single-entity or early-stage operators. Includes full suite access, 13-week automated forecasting, and daily bank/accounting sync.
Full access to AI CFO features
Daily 13-week cash-flow forecast
Weekly margin and cost insights
GROWTH PORTFOLIO
$299
/month
Built for single-entity or early-stage operators. Includes full suite access, 13-week automated forecasting, and daily bank/accounting sync.
Full access to AI CFO features
Daily 13-week cash-flow forecast
Weekly margin and cost insights
GROWTH PORTFOLIO
$299
/month
Built for single-entity or early-stage operators. Includes full suite access, 13-week automated forecasting, and daily bank/accounting sync.
Full access to AI CFO features
Daily 13-week cash-flow forecast
Weekly margin and cost insights
GROWTH PORTFOLIO
$299
/month
Built for single-entity or early-stage operators. Includes full suite access, 13-week automated forecasting, and daily bank/accounting sync.
Full access to AI CFO features
Daily 13-week cash-flow forecast
Weekly margin and cost insights
MULTI-UNIT ENTERPRISE
Custom Pricing
Built for franchises and PE-backed groups. Includes consolidated forecasts, advanced margin tracking, and dedicated integration support.
Everything in Single-Unit
Consolidated and entity-level forecasts
Advanced margin tracking
MULTI-UNIT ENTERPRISE
Custom Pricing
Built for franchises and PE-backed groups. Includes consolidated forecasts, advanced margin tracking, and dedicated integration support.
Everything in Single-Unit
Consolidated and entity-level forecasts
Advanced margin tracking
MULTI-UNIT ENTERPRISE
Custom Pricing
Built for franchises and PE-backed groups. Includes consolidated forecasts, advanced margin tracking, and dedicated integration support.
Everything in Single-Unit
Consolidated and entity-level forecasts
Advanced margin tracking
MULTI-UNIT ENTERPRISE
Custom Pricing
Built for franchises and PE-backed groups. Includes consolidated forecasts, advanced margin tracking, and dedicated integration support.
Everything in Single-Unit
Consolidated and entity-level forecasts
Advanced margin tracking
Before you get started
1. What kind of businesses is Finz built for?
We serve the 'Missing Middle': owner-led businesses, franchises, and PE-backed portfolios ($5M-$30M revenue).
2. How long does setup take?
Setup is under 2 minutes to connect your bank and QuickBooks and see your live forecast.
3. Do I need an accountant or CFO?
No. Finz is built for the operator making daily decisions, providing controller-grade visibility without manual overhead.
4. Is my data secure?
Yes. We use bank-grade, read-only encryption. Your data is used strictly to power your control layer.
5. Can it track multiple locations?
Yes. Finz is built to consolidate fragmented data across multiple entities into one view.
6. Does Finz provide access to capital?
We help you stay lender-ready to shorten time to capital, but we do not lend off our own balance sheet.
1. What kind of businesses is Finz built for?
We serve the 'Missing Middle': owner-led businesses, franchises, and PE-backed portfolios ($5M-$30M revenue).
2. How long does setup take?
Setup is under 2 minutes to connect your bank and QuickBooks and see your live forecast.
3. Do I need an accountant or CFO?
No. Finz is built for the operator making daily decisions, providing controller-grade visibility without manual overhead.
4. Is my data secure?
Yes. We use bank-grade, read-only encryption. Your data is used strictly to power your control layer.
5. Can it track multiple locations?
Yes. Finz is built to consolidate fragmented data across multiple entities into one view.
6. Does Finz provide access to capital?
We help you stay lender-ready to shorten time to capital, but we do not lend off our own balance sheet.
1. What kind of businesses is Finz built for?
We serve the 'Missing Middle': owner-led businesses, franchises, and PE-backed portfolios ($5M-$30M revenue).
2. How long does setup take?
Setup is under 2 minutes to connect your bank and QuickBooks and see your live forecast.
3. Do I need an accountant or CFO?
No. Finz is built for the operator making daily decisions, providing controller-grade visibility without manual overhead.
4. Is my data secure?
Yes. We use bank-grade, read-only encryption. Your data is used strictly to power your control layer.
5. Can it track multiple locations?
Yes. Finz is built to consolidate fragmented data across multiple entities into one view.
6. Does Finz provide access to capital?
We help you stay lender-ready to shorten time to capital, but we do not lend off our own balance sheet.
1. What kind of businesses is Finz built for?
We serve the 'Missing Middle': owner-led businesses, franchises, and PE-backed portfolios ($5M-$30M revenue).
2. How long does setup take?
Setup is under 2 minutes to connect your bank and QuickBooks and see your live forecast.
3. Do I need an accountant or CFO?
No. Finz is built for the operator making daily decisions, providing controller-grade visibility without manual overhead.
4. Is my data secure?
Yes. We use bank-grade, read-only encryption. Your data is used strictly to power your control layer.
5. Can it track multiple locations?
Yes. Finz is built to consolidate fragmented data across multiple entities into one view.
6. Does Finz provide access to capital?
We help you stay lender-ready to shorten time to capital, but we do not lend off our own balance sheet.
Take control of your
working capital.
Take control of your
working capital.
Stop waiting for month-end reports. Get the data you need to run your business today.
Stop waiting for month-end reports.
Get the data you need to run your business today.
Take control of your cash flow today.
Stop waiting for month-end reports. Get the data you need to run your business today.
©2026 Finz Group, Inc.
Finz is a financial technology company, not a bank. Lending products are offered by bank and non-bank lenders and are subject to credit approval.
Contact us:
©2025 Finz Group, Inc. Finz is a financial technology company, not a bank. Lending products are offered by bank and non-bank lenders and are subject to credit approval.