An AI agent team behind your department.
Coordinate the recurring work, analysis, and reporting your department is responsible for. Finney works across connected systems, prepares the output, and brings decisions and exceptions to your team for review.
From your standards to reviewed work
- 01
Set the objective
Start with a defined finance workflow, its reporting requirements, and the responsible professional.
- 02
Confirm connected systems
Agree source access, permissions, credential scope, and operating responsibilities before work begins.
- 03
Coordinate specialists
Finney prepares balances, reconciliations, forecasts, variance analysis, and reporting materials for the agreed workflow.
- 04
Review exceptions
Your team validates the output, resolves accounting judgments, and approves actions and reports.
What the work could look like
Based on the workflow examples below. This is a possible delivery pattern, not a customer result or a packaged offering.
Input
A Controller supplies the close calendar, ledger sources, and reconciliation rules.
Coordinated work
Finney coordinates matching, workpapers, exception tracking, and draft reporting.
Review point
The Controller reviews breaks, supporting evidence, and approval requirements.
Delivered output
A reviewed close package with documented exceptions and sign-off.
Explore the specialist work
Finance provides the examples here. Other departmental workflows need their own scope, system access, and validation.
Which environment and access controls does your organization need?
Evaluate the supported assistant or Finney workspace alongside identity, administrator controls, the review model, and deployment responsibilities. Confirm permissions and approval controls before connecting. AWS, Google Cloud, and private-infrastructure details remain in deployment setup.
- Claude web/Desktop
- Claude Code
- ChatGPT web
Choose a setup for the work
Audience does not restrict deployment. Enterprises can evaluate Desktop, and individuals or smaller teams can discuss Cloud. Hosting, model access, onboarding, support, and commercial scope depend on the agreed setup.