Finley
AI financial intelligence platform
An AI CFO agent that aggregates financial data across a company's entities, ledgers, and bank accounts and runs active intelligence over it, delivering insights, forecasts, and financing options to business leaders.
- Connects to QuickBooks, Xero, SAP, Oracle, Dynamics 365 and other accounting systems
- Consolidated view across multiple legal entities, ledgers, and accounts
- Cash position monitoring, revenue trend analysis, and cash flow forecasting
- Treasury and debt optimization
- Real-time surfacing of risks and opportunities without being asked
- In-platform access to financing products with no separate application
Built for
Middle-market CEOs and business leaders running multi-entity operations