AI CFO for the real economy
AI CFO for the real economy
Run your finances weekly.
Not monthly.
Run your
finances weekly.
Not monthly.
Run your finances weekly.
Not monthly.
Finz helps mid-market finance teams in the real economy control cash, costs, and margins
before the monthly close. No extra headcount. No system migration.
Finz helps mid-market finance teams in the real economy
control cash, costs, and margins before the monthly close.
No extra headcount. No system migration.
Finz helps mid-market finance teams in
the real economy control cash, costs, and margins before the monthly close. No extra headcount. No system migration.
WHY FINZ EXISTS
WHY FINZ EXISTS
Finance and operations
run on different clocks.
Finance and operations run on different clocks.
The impact you
can measure.
Operations move daily across sales, labor, inventory, costs, and cash.
Finance runs monthly through the close,
leaving no time for weekly decisions.
Operations move daily across sales, labor, inventory, costs, and cash. Finance runs monthly through the close, leaving no time for weekly decisions.
Operational reality
Daily decisions
Changing inputs
Immediate cash impact
Finance workflow
Reconciliations, AP/AR
Month-end close
Compliance reporting
Your AI CFO
Finz turns the work between closes
into weekly finance control.
Powering the
next generation of:
It connects banking, accounting, and operational data into one finance layer, producing
weekly outputs and business drivers without replacing existing tools.
Finz connects banking, accounting, and operational data into a unified layer above existing systems, producing finance outputs and business drivers every week.
It connects banking, accounting, and operational data into one finance layer, producing weekly outputs and business drivers without replacing existing tools.
Weekly P&L
Revenue, labor, costs, and margin by week.
Weekly P&L
Revenue, labor, costs, and margin by week.
Cash Position
Cash available, expected inflows, and obligations ahead.
Cash Position
Cash available, expected inflows, and obligations ahead.
Working Capital
Receivables, payables, and cash timing in one view.
Working Capital
Receivables, payables, and cash timing in one view.
AP and AR Status
Bills, collections, aging, and payment priorities.
AP and AR Status
Bills, collections, aging, and payment priorities.
Ranked Actions
What matters, who owns it, and the dollar impact.
Ranked Actions
What matters, who owns it, and the dollar impact.
AI CFO
What changed, why it matters, and what to do next.
AI CFO
What changed, why it matters, and what to do next.
THE OUTCOME
Monday starts with the work
already in motion.
Your tools stay.
The week changes.
Finz agents prepare the week, surface what needs review, and keep finance
in control of what gets approved, assigned, and acted on.
Finz connects banking, accounting, and operational data into a unified layer above existing systems, producing finance outputs and business drivers every week.
Finz agents prepare the week, surface what needs review, and keep finance in control
of what gets approved, assigned,
and acted on.
Monday questions
Without Finz
With Finz
Where is cash today?
Bank exports rebuilt in spreadsheets
Live cash position and forecast
What moved margin?
Manual P&L rebuilt after close
Weekly margin with drivers exposed
What needs action?
The loudest issue gets handled first
Ranked actions with dollar impact
Why did it change?
Traced back through the ledger
AI CFO answer grounded in the data
Bank exports rebuilt in spreadsheets
Manual P&L rebuild after close
The loudest issue gets handled first
Reverse-engineered from the GL
Without Finz
With Finz
Live cash position and forecast
Weekly margin with drivers exposed
Ranked actions with dollar impact
AI CFO answer grounded in the data
THE IMPACT
Less manual work.
More control over margin and cash.
Powering the
next generation of:
The weekly finance cycle turns scattered data into measurable time savings,
margin improvement, and cash visibility.
Finz connects banking, accounting, and operational data into a unified layer above existing systems, producing finance outputs and business drivers every week.
Finz helps teams save manual finance time, protect margin, and extend cash runway across the weekly operating cycle.
Time
120+ hrs/month saved
120+ hrs
saved each month
Operating KPIs, spreadsheets, finance data, AP, and AR move into one weekly workflow without manual rebuilds.
Margin
1%+ margin uplift
More than 1%
margin uplift
Vendor price drift, labor overruns, cost miscoding, and margin variance are caught before they compound.
cash
10%+ longer runway
Up to 10%
runway extension
Better cash visibility, AP timing, AR follow-up, and working capital discipline help preserve liquidity.
GETTING STARTED
GETTING STARTED
Live in one session.
Mapped to your business in hours.
The impact you
can measure.
We learn your entity structure, reporting rhythm, approval paths, and operating priorities, then configure Finz around how your team already
runs the business.
We learn your entity structure, reporting rhythm, approval paths, and operating priorities, then configure Finz around how your team already runs the business.
Day 01
Onboard
Banking, accounting, and finance workflows sync into live operating view. AI CFO goes live. Agents begin monitoring.
Accounting, banking, and operating systems are
synced, mapped, and
reconciled automatically.
Week 1
Automate
P&L, AP, AR, cash checks, and variance reviews are ready. Manual rebuilds become automated weekly workflows.
Week 2
Operate
Finance and operations run as one cycle. Drivers measured, priorities actioned, and
the week moves with control.
Finance and operations run as one cycle. Drivers measured, priorities actioned, and the week moves with control.
WHO IT IS FOR
Built for the operators of the
physical economy.
Powering the
next generation of:
For businesses where margins are tight, costs move weekly,
and finance has to keep pace with operations.
For businesses where margins are tight, costs move weekly, and finance has to
keep pace with operations.
Trucking and logistics
Fuel, driver pay, routes, and load margin tracked weekly.
Trucking and logistics
Fuel, driver pay, routes, and load margin tracked weekly.
Food and distribution
COGS, yield, vendor pricing, and route margin connected in one view.
Food and distribution
COGS, yield, vendor pricing, and route margin connected in one view.
Multi-site retail
Cash, labor, unit economics, and location performance tracked clearly.
Multi-site retail
Cash, labor, unit economics, and location performance tracked clearly.
FAQ
What teams ask before
getting started.
Questions before you
bringFinz into
your finance workflow.
Answers on setup, accuracy, control, security, and how Finz works
with your existing systems.
1. What systems does Finz connect to?
Finz currently connects to QuickBooks, US bank and card accounts, and spreadsheets. It can also ingest files, connect to external APIs, and work with file systems. Additional customer-specific workflow systems, including payroll, ERP, POS, Salesforce, or custom operating data sources, are reviewed and scheduled during onboarding.
2. Does Finz replace the accounting or ERP system we use?
No. Finz works above the existing stack. Your team keeps using its accounting system, banking tools, spreadsheets, and operating systems. Finz syncs the data into a weekly finance layer, while your team controls any write permissions or approvals.
3. How much of our team’s time is needed to run this?
After setup, Finz runs the workflow and generates the financial outputs automatically. Your team only reviews exceptions, approvals, and items that need judgment. Most reviews take a few minutes, with more complex exceptions usually taking under 30 minutes.
4. How accurate are the financial outputs?
Every output ties back to source data, ledger rows, transactions, documents, or mapped business drivers. Finz uses human-in-the-loop review for exceptions, and AI agents help identify and resolve discrepancies. Accuracy also depends on source data quality, so the Finz support team works with customers to clean up issues when the underlying data is incomplete or inconsistent.
5. How is Finz priced, and is there a free trial?
Finz is priced based on company size, entity structure, data sources, and workflow scope. There is no long-term commitment, and customers can start with a 30-day free trial. You can cancel anytime. A one-time setup fee may apply based on customization, system connectivity, and data setup.
6. Who supports us after we go live?
Early customers work directly with the Finz team, including the founders and CFO support. The first quarter includes weekly check-ins, then support moves to a regular cadence with on-demand access for urgent issues.
7. How is our data secured?
Customer data is encrypted in transit and at rest. Access is role-based by entity, function, and user. Source system access is read-only by default, with write actions explicitly authorized.
1. What systems does Finz connect to?
Finz currently connects to QuickBooks, US bank and card accounts, and spreadsheets. It can also ingest files, connect to external APIs, and work with file systems. Additional customer-specific workflow systems, including payroll, ERP, POS, Salesforce, or custom operating data sources, are reviewed and scheduled during onboarding.
2. Does Finz replace the accounting or ERP system we use?
No. Finz works above the existing stack. Your team keeps using its accounting system, banking tools, spreadsheets, and operating systems. Finz syncs the data into a weekly finance layer, while your team controls any write permissions or approvals.
3. How much of our team’s time is needed to run this?
After setup, Finz runs the workflow and generates the financial outputs automatically. Your team only reviews exceptions, approvals, and items that need judgment. Most reviews take a few minutes, with more complex exceptions usually taking under 30 minutes.
4. How accurate are the financial outputs?
Every output ties back to source data, ledger rows, transactions, documents, or mapped business drivers. Finz uses human-in-the-loop review for exceptions, and AI agents help identify and resolve discrepancies. Accuracy also depends on source data quality, so the Finz support team works with customers to clean up issues when the underlying data is incomplete or inconsistent.
5. How is Finz priced, and is there a free trial?
Finz is priced based on company size, entity structure, data sources, and workflow scope. There is no long-term commitment, and customers can start with a 30-day free trial. You can cancel anytime. A one-time setup fee may apply based on customization, system connectivity, and data setup.
6. Who supports us after we go live?
Early customers work directly with the Finz team, including the founders and CFO support. The first quarter includes weekly check-ins, then support moves to a regular cadence with on-demand access for urgent issues.
7. How is our data secured?
Customer data is encrypted in transit and at rest. Access is role-based by entity, function, and user. Source system access is read-only by default, with write actions explicitly authorized.
PRODUCT TOUR
Watch Finz run the weekly cycle.
Your tools stay.
The week changes.
A two-minute product tour showing how Finz turns live business data into AI CFO guidance,
agent-prepared workflows, and weekly performance control.
A two-minute walkthrough from setup to the weekly operating review, showing how the platform moves from source data to review, decisions, and AI CFO support.
A two-minute product tour showing how Finz turns live business data into AI CFO guidance, agent-prepared workflows, and weekly performance control.
