An AI agent team behind your services.
Deliver client work using your firm's process and standards. Finney coordinates engagement teams, prepares deliverables, and brings the work back for your review. Your firm keeps the relationships, judgment, and final sign-off.
From your standards to reviewed work
- 01
Define the service
Set the engagement scope, client commitments, sources, and your firm's delivery standards.
- 02
Plan the engagement
Prepare an engagement team and repeatable plan with tasks, dependencies, and review points.
- 03
Coordinate delivery
Finney prepares analysis, workpapers, status updates, and handoff materials within the agreed scope.
- 04
Review and communicate
Your professionals review the work, approve client communications, and sign off on deliverables.
- 05
Retain delivery materials
Keep approved plans, templates, and procedures for future engagements, with client access and permissions confirmed.
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 firm supplies its client onboarding checklist and close requirements.
Coordinated work
Finney coordinates setup, reconciliations, workpapers, and scheduled reporting.
Review point
The engagement lead reviews exceptions, accounting judgments, and client communications.
Delivered output
A reviewed reporting package and retained delivery checklist.
Explore the specialist work
Which AI environment does your firm use?
Choose a supported assistant or the Finney workspace, then connect an existing Finney account or discuss setup. Your interaction surface is separate from where Finney runs.
- 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.