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
Save time
Spot issues
High-velocity franchises
Save time
Spot issues
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.ity franchises
Save time
Spot issues
High-velocity franchises
Save time
Spot issues
Hospitality Groups
Protect margin
move faster
Hospitality Groups
Protect margin
move faster
Hospitality Groups
All inflows, outflows, payroll, and upcoming obligations at one place.
Protect margin
move faster
Hospitality Groups
Protect margin
move faster
PE-backed portfolios
Clear answers
stay aligned
PE-backed portfolios
Clear answers
stay aligned
PE-backed portfolios
Quick answers in plain English to what’s happening now and what to do next.
Clear answers
stay aligned
PE-backed portfolios
Clear answers
stay aligned
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 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.
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.
Weekly Margin Control
See margin in real time, not after month-end. Track prime cost, labor, and overhead by entity, spot drift early, and act before cash tightens.
Document Intelligence
Link every bill and receipt directly to the transaction for total traceability with plain-English AI search.
Weekly Margin Control
See margin in real time, not after month-end. Track prime cost, labor, and overhead by entity, spot drift early, and act before cash tightens.
Document Intelligence
Link every bill and receipt directly to the transaction for total traceability with plain-English AI search.
AI CFO that grows your profit
Run cash flow
the smarter way
CORE
$299
/unit
/month
For operators who need instant visibility and data-backed decisions.
Includes
Unified Operating Ledger: One reconciled view across all accounts and locations.
Live Cashflow: Real-time position tracking plus automated 13-week forecasting.
Margin Intelligence: Weekly margin movement with key drivers explained.
Priority Actions: High-impact decisions ranked by their effect on your bottom line.
CORE
$299
/unit
/month
For operators who need instant visibility and data-backed decisions.
Includes
Unified Operating Ledger: One reconciled view across all accounts and locations.
Live Cashflow: Real-time position tracking plus automated 13-week forecasting.
Margin Intelligence: Weekly margin movement with key drivers explained.
Priority Actions: High-impact decisions ranked by their effect on your bottom line.
CORE
$299
/unit
/month
For operators who need instant visibility and data-backed decisions.
Includes
Unified Operating Ledger: One reconciled view across all accounts and locations.
Live Cashflow: Real-time position tracking plus automated 13-week forecasting.
Margin Intelligence: Weekly margin movement with key drivers explained.
Priority Actions: High-impact decisions ranked by their effect on your bottom line.
CORE
$299
/unit
/month
For operators who need instant visibility and data-backed decisions.
Includes
Unified Operating Ledger: One reconciled view across all accounts and locations.
Live Cashflow: Real-time position tracking plus automated 13-week forecasting.
Margin Intelligence: Weekly margin movement with key drivers explained.
Priority Actions: High-impact decisions ranked by their effect on your bottom line.
PRO
$499
/unit
/month
Full-service financial oversight and capital readiness for scaling portfolios.
Includes everything in Core, plus
Managed Finance Ops: Data mapping and ledger cleanup by our team.
Invoice Intelligence: Real-time unit price tracking with vendor variance alerts.
Capital Readiness: Live working capital visibility and lender-ready exports.
Margin Baseline Report: A professional one-time audit to lock in your profit targets.
PRO
$499
/unit
/month
Full-service financial oversight and capital readiness for scaling portfolios.
Includes everything in Core, plus
Managed Finance Ops: Data mapping and ledger cleanup by our team.
Invoice Intelligence: Real-time unit price tracking with vendor variance alerts.
Capital Readiness: Live working capital visibility and lender-ready exports.
Margin Baseline Report: A professional one-time audit to lock in your profit targets.
PRO
$499
/unit
/month
Full-service financial oversight and capital readiness for scaling portfolios.
Includes everything in Core, plus
Managed Finance Ops: Data mapping and ledger cleanup by our team.
Invoice Intelligence: Real-time unit price tracking with vendor variance alerts.
Capital Readiness: Live working capital visibility and lender-ready exports.
Margin Baseline Report: A professional one-time audit to lock in your profit targets.
PRO
$499
/unit
/month
Full-service financial oversight and capital readiness for scaling portfolios.
Includes everything in Core, plus
Managed Finance Ops: Data mapping and ledger cleanup by our team.
Invoice Intelligence: Real-time unit price tracking with vendor variance alerts.
Capital Readiness: Live working capital visibility and lender-ready exports.
Margin Baseline Report: A professional one-time audit to lock in your profit targets.
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
cash flow.
Take control of your
cash flow.
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.