Everything you need to close faster
From natural language BI to AI-powered categorization, multi-currency reconciliation, branded reports, and compliance traceability — Finanly is built for founders who want control without complexity.
Ask your finances anything
Natural language queries over your real financial data. No SQL required, no spreadsheet gymnastics. Finanly grounds every answer in verified, citation-backed data from your connected accounts.
Natural Language BI
Ask questions like "What's my burn rate this quarter?" or "Show me revenue by product for the last 6 months" and get verified answers from your actual transaction data.
Custom Dashboards & KPIs
Build and save dashboards with KPIs, charts, and pivot tables. Track the metrics that matter to your business — not generic templates.
Product-Level Granularity
Products with custom attributes — origin, category, supplier tier, margin class — feed directly into BI. Generate ad-hoc reports by any custom dimension you define.
Report Builder
Drag-and-drop report builder with schema validation, preview, and saved configurations. Filter by entity, cost center, period, or any custom attribute.
Deck-Ready Exports
Every chart, table, and dashboard widget exports as PNG, SVG, or PDF — sized and styled for investor decks and board presentations.
Multi-Format Export
CSV, XLSX, PNG, SVG, and PDF exports for every report. Branded templates apply your logo and colors automatically.
Close your books with confidence
Human-in-the-loop workflows for transaction categorization, bank reconciliation, and ledger posting. Every irreversible action requires your explicit approval and is fully traceable.
AI-Powered Categorization
Not just rules-based like QuickBooks. Finanly uses AI with 3-tier confidence scoring — auto-categorize high-confidence matches, flag medium for review, queue low for manual attention.
Rules Engine That Learns
Define custom categorization rules that learn from your correction patterns. When you reclassify a transaction, the engine remembers for next time.
Reconciliation Workflows
Shopify payout matching, Flexport billing reconciliation, and automatic transfer detection across accounts — all with preview before commit.
Multi-Currency & FX Reconciliation
Operate EUR, GBP, USD, or any currency accounts. Automatic exchange rate lookup, FX revaluation, and gain/loss tracking for international operations.
Landed Cost Allocation
Allocate freight, duties, and logistics costs from Flexport across purchase orders. Map shipping costs to specific inventory receipts automatically.
Approval-Gated Exports
Nothing posts to your ledger without explicit approval. Idempotent export batches with deduplication prevent duplicate entries. Full rollback capability.
Board reports from real data
Generate investor-ready financial reports with narrative summaries, runway analysis, and burn rate tracking. All sourced from your actual books — branded with your company identity.
Branded Financial Statements
P&L, Balance Sheet, Trial Balance, and Cash Flow reports with your company logo and brand colors. Ready for stakeholders without manual formatting.
Runway & Burn Analysis
Real-time burn rate tracking with runway projections based on your actual cash position and spending patterns. Multiple scenario modeling.
Revenue & Expense Breakdown
Automatic revenue segmentation by product, customer, channel, or any custom dimension. Expense breakdowns by category, vendor, or cost center.
PDF Report Generation
Deterministic PDF templates for financial statements, board pack components, and investor updates. Consistent formatting every time.
Presentation-Ready Charts
All charts and graphs are exportable as PNG, SVG, or PDF — sized for slides. Drop them directly into your pitch deck or board presentation.
Multi-Entity Views
Consolidated or standalone views across all your entities. Compare performance across companies or roll up into a single group view.
Platform foundations
Enterprise-grade infrastructure from the architecture up. Every component is designed for security, scalability, and acquisition readiness.
Enterprise Security
Tenant isolation with Postgres RLS, encrypted credential storage, and API key management with scoped permissions.
Multi-Tenant Architecture
One login, multiple companies. Strict data boundaries with row-level security. Seamless entity switching in the UI.
Isolated Connector Architecture
Each integration runs in its own container: Mercury, Plaid, PayPal, Shopify, Flexport, Wise. Credential isolation and independent scaling.
Canonical Data Store
Normalized financial model in PostgreSQL. All BI queries run against clean, unified data — not raw ERP tables or API responses.
Feature Gating & Plan Management
Every feature is plan-gated from day one. Admin-managed plan composition with entitlement checks at every endpoint.
Self-Hostable Deployment
Docker Compose with standalone containers. Deploy on your own infrastructure. No vendor lock-in. Full control of your data.
API-First Design
Versioned REST API with OpenAPI documentation. Everything the UI does, the API exposes. Build your own integrations.
Local-First AI
AI inference runs on your own infrastructure via Ollama. No data leaves your environment. Model-agnostic — swap models without code changes.