Close your books faster
with AI
AI-powered categorization, multi-currency reconciliation, branded reporting, and board-ready analytics — built for founders who close their own books.
Connects with your entire stack
Three problems, solved
Finanly targets the three biggest pain points for founders managing their own financial operations.
Ask your finances anything
Natural language Q&A grounded in real transaction data. Get verified, citation-backed answers instantly.
Close your books in hours
AI + rules categorization, smart matching, approval-gated exports. Every action audited.
Reports that write themselves
Branded P&L, Balance Sheet, runway analysis, and burn rate tracking from your actual data.
Ask your finances anything in plain English
Natural language queries over real financial data. Get verified, citation-backed answers — no SQL required, no spreadsheet gymnastics.
- Custom dashboards, pivot tables, and KPI tracking
- Granular BI reporting based on custom product attributes
- Every chart exports as PNG, SVG, or PDF for decks
Close your books with confidence
Human-in-the-loop categorization, smart matching, and approval-gated exports. Nothing posts to your ledger without your explicit sign-off.
- AI + rules-based categorization with 3-tier confidence
- Shopify payout and Flexport billing reconciliation
- Multi-currency FX reconciliation across accounts
- Idempotent exports prevent duplicate ledger entries
Branded reports, ready for your board deck
Generate presentation-ready financial statements with your company branding. Every chart is downloadable and sized for investor decks.
- P&L, Balance Sheet, Trial Balance, and Cash Flow
- Runway and burn rate analysis from real cash data
- PDF and XLSX export for board packs
Not just rules — real AI
Most accounting tools match transactions with static rules. Finanly combines a rules engine with AI-powered categorization that learns from your corrections.
Rule-Based Only
- Static rule matching only
- Manual review of every exception
- No learning from your corrections
- Generic categories — no custom dimensions
AI + Rules + Human
- AI-powered with 3-tier confidence scoring
- Rules engine that learns from your patterns
- Auto-suggestions improve over time
- Custom product attributes for granular BI
- Human-in-the-loop — you always approve
Built for acquisition readiness
Enterprise-grade platform foundations from day one. Not retrofitted — designed in from the architecture up.
Enterprise Security
Tenant isolation with Postgres RLS, RBAC, and encrypted credential storage.
Multi-Entity
One login, multiple companies. Strict data boundaries, seamless switching.
Isolated Connectors
Mercury, Plaid, PayPal, Shopify, Flexport — each in its own secure container.
Canonical Data Store
Normalized financial model in Postgres. All BI runs against clean, unified data.
Feature Gating
Every feature is plan-gated from day one. Admin-managed plan composition.
Full Audit Trail
Append-only event log for every action. Acquisition-grade from day one.
Self-Hostable
Docker Compose deployment. No vendor lock-in on infrastructure.
API-First
Versioned REST API with OpenAPI docs. Everything the UI does, the API exposes.