Turn your expertise into a service, deliver for your clients, or run your department with Finney. You set the standards and make the decisions. Finney coordinates the team and brings the work back for your review.
Bring the process and judgment you know. Finney coordinates the work behind the service you deliver.
Explore individuals FirmsRun client engagements using your firm's standards, with the work prepared for your review and approval.
Explore firms EnterprisesCoordinate recurring work, analysis, and reporting across connected systems. Your team owns decisions and approvals.
Explore enterprisesYou define the outcome and standards. Finney coordinates specialist work and prepares deliverables. Your responsible professional reviews and approves the result.
Specify the outcome, sources, standards, and approval requirements.
Map tasks, dependencies, systems, and responsibilities into a delivery plan.
Specialists prepare agreed research, analysis, systems work, reporting, and deliverables.
Check sources, calculations, and deliverables against the agreed requirements. Surface gaps and unresolved questions for review.
Review the result, request changes, and approve. Professional judgment and final sign-off stay with you.
Keep approved templates, workflows, and delivery context for future work, within client permissions and the agreed scope.
Connect your existing Finney account through a supported AI assistant, or work in your Finney workspace. Your selected Finney runtime performs the work. Connecting an assistant does not create an account, organization, or agent team.
Claude web/Desktop, Claude Code, ChatGPT web, or the Finney workspace. Client eligibility, administrator settings, and limits apply.
Desktop, a dedicated computer, Finney Cloud, or customer infrastructure. Confirm connection reachability and authentication for your selected deployment with its operator.
Illustrative patterns based on the existing specialist workflows. Your scope, systems, and review requirements determine the delivery.
A process owner supplies procedures and a handoff brief.
Finney organizes the workstreams and drafts procedures and checklists.
The owner validates the proposed process with the people who run it.
An approved process handoff with procedures, open questions, and responsibilities.
A firm supplies its client onboarding checklist and close requirements.
Finney coordinates setup, reconciliations, workpapers, and scheduled reporting.
The engagement lead reviews exceptions, accounting judgments, and client communications.
A reviewed reporting package and retained delivery checklist.
A Controller supplies the close calendar, ledger sources, and reconciliation rules.
Finney coordinates matching, workpapers, exception tracking, and draft reporting.
The Controller reviews breaks, supporting evidence, and approval requirements.
A reviewed close package with documented exceptions and sign-off.
Finney works with you to keep the business's financial picture clear, current, and ready to act on. You own capital, cash, the numbers the board and investors see, and the strategic calls behind them. Finney is the team behind you: it assembles the analysis, builds the models and dashboards, and brings the finished view back for your judgment, so your time goes to deciding, not to assembling.
The finance demonstration uses an example company and simulated data. It is not independently verified customer performance.
Confirm the connectors, permissions, and actions required for your workflow. Listed integrations are an inventory, not a guarantee that every action is available in every deployment.
Additional connections can be discussed through MCP. Scope and access must be confirmed.
Choose who operates the host and where the application and stored working data run. Model requests, connected tools, and licensing may involve external services.
Install Finney on the computer you work from. Agents and workflows are available while that computer is on and Finney is running.
Start Desktop trial →You hostA separate hosting package runs isolated team environments as a system service, with its own administration and update workflow. Your team operates the machine.
Discuss a dedicated host →We hostYour organization gets a full team environment with individual sign-ins. Finney operates the underlying hosting, with a container per customer organization.
Discuss Finney Cloud →You hostDeploy Finney Private Host into your own AWS or Google Cloud environment with the Finney Enterprise Cloud deployment kit and guided, operator-assisted setup. You keep control of your cloud account, network, keys, storage, and operational policies.
Discuss private deployment →Desktop offers a 14-day trial with no card required. Dedicated computer releases and hardware require qualification. Cloud and customer-infrastructure deployments start with an agreed scope, responsibilities, model access, evaluation, and pricing. Enterprises may evaluate Desktop; smaller teams may discuss Cloud.
Define the work, workflows, and team you need. Agree Finney, hosting, model access, onboarding, and support separately.
