What your team can hand over
Explore month-end close, client engagements, and systems implementation, then browse the full library. Choose a stage to see the work Finney takes on and what comes back for your team to review.
Source: the existing Finney use-case inventory. Recorded results describe particular examples, not general accuracy, timing, or capacity guarantees. Recorded examples describe the workflow. Actual permissions, executor identity, approvals, sending controls, client-specific validation, elapsed time, and production behavior require configuration and verification. Your responsible professional reviews and approves the work.
The close cycle. Choose a stage to explore the work.
Daily Operations (Day 1-20)
Morning Calendar and Email Briefing
Your agent delivers a daily briefing to Slack every morning: today's calendar across authorized connected accounts, email highlights sorted by priority, and flagged action items. Runs autonomously.
Unified Cash Position Dashboard
Your agent consolidates bank accounts, investment accounts, and cash flow forecasts into a single dashboard with transaction parsing and 7-30 day liquidity forecasting.
CSV-to-Report Pipeline
Upload a supported CSV and get a beautiful interactive pivot report with charts, financial statement tables with expand/collapse, and CSV export. Accounting format included.
Transaction Analysis at Scale
Your agent queries millions of transactions across hundreds of accounts and platforms. Slice by entity, counterparty, time period, or classification. Export results as CSV.
Explore the example-company sandbox
Chat with Finney about these workflows using an example company’s books.
The sandbox currently serves a sign-in interface; access depends on its account permissions. Explore the sample statements and recorded demonstration without submitting a request.
Find the work you need delivered
60 use cases across Finance & Accounting, Consulting & Advisory, and Systems Implementation. Choose a team to explore the work.
11 use cases for Finance & Accounting. Some workflows also support other teams.
Reconciliation monitoring and exception review
Your agent builds a multi-layer reconciliation dashboard: matching transactions across data sources, detecting break types, tracking investigations, and including dual-review checkpoints whose enforcement must be configured and verified.
Audit-ready workpapers and schedules
Your agent produces work papers, schedules, and templates from financial data, formatted to your firm's standards and ready for external audit review.
Cash position reporting
Your agent consolidates bank accounts, investment accounts, and cash flow forecasts into a single dashboard with transaction parsing and liquidity forecasting.
Bank, subledger, and GL reconciliation
Your agent reconciles across three data layers, detects 9 break types, manages investigation workflows, and includes four-eyes review checkpoints whose enforcement must be configured and verified.
Treasury operations and approval controls
The record describes a programmatic treasury workflow. Verify executor identity, permissions, approval controls, and confirmation requirements before any financial action.
Interactive P&L reporting
Upload raw financial data and your agent builds a filterable, drillable P&L with department selectors, multi-level drilldown, and accounting-format numbers.
Financial reports from CSV data
Upload a supported CSV and get a beautiful interactive pivot report with charts, financial statement tables, expand/collapse, and CSV export.
Transaction Analysis at Scale
Your agent queries millions of transactions across hundreds of accounts and platforms. Slice by entity, counterparty, time period, or classification.
Validated account balance reporting
Your agent pulls balances from multiple data sources, validates integrity, and generates interactive pivot reports on a weekly schedule.
Automated Record Matching
Your agent matches records across systems using fuzzy logic and tolerant matching. Flags potential exceptions for human review; validate both matches and exceptions.
Crypto Tax Preparation
Your agent ingests exchange ledgers, analyzes transaction history, calculates cost basis, and generates PDFs with acquisition dates and gain/loss columns.
Find your workflow? Put Finney on it.
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