Your bank balance
is not a forecast.
Your bank balance
is not a forecast.
See your true cash position, track margin, and access working capital.
Powered by AI CFO built for real economy businesses.
See your true cash position, track margin, and access working capital. Powered by AI CFO built for real economy businesses.
built for operators.
built for operators.
2 minutes.
2 minutes.
in under 2 minutes.
Connect all your accounts.
Your business bank and QuickBooks connected, with no extra setup.
Connect all accounts.
Your business bank and QuickBooks connected, with no extra setup.
Connect all your accounts.
Your business bank and QuickBooks connected, with no extra setup.
Connect all your accounts.
Your business bank and QuickBooks connected, with no extra setup.
AI maps cash and costs.
All inflows, outflows, payroll, and upcoming obligations at one place.
AI maps cash and costs.
All inflows, outflows, payroll, and upcoming obligations at one place.
AI maps cash and costs.
All inflows, outflows, payroll, and upcoming obligations at one place.
AI maps cash and costs.
All inflows, outflows, payroll, and upcoming obligations at one place.
Manage your live cash flow.
Know what to pay today, what can wait, and what’s coming next.
Manage live cash flow.
Know what to pay today, what can wait, and what’s coming next.
Manage your live cash flow.
Know what to pay today, what can wait, and what’s coming next.
Manage your live cash flow.
Know what to pay today, what can wait, and what’s coming next.
in 14 days.
Day 0
Day 0
Day 7
Day 7
Day 14
Day 14
Disconnected Systems
Spreadsheets, bank apps, and accounting tools don’t talk.
Disconnected Systems
Spreadsheets, bank apps, and accounting tools don’t talk to each other.
Disconnected Systems
Spreadsheets, bank apps, and accounting tools don’t talk.
Automated Cashflow
Inflows, outflows, margins, and forecasts update in real time.
Automated Cashflow
Inflows, outflows, margins, and forecasts update in real time with precision.
Automated Cashflow
Inflows, outflows, margins, and forecasts update in real time.
Capital Access
Extend your runway with flexible, on-demand working capital.
Capital Access
Extend your runway with flexible, on-demand working capital.
Capital Access
Extend your runway with flexible, on-demand working capital.
Disconnected Systems
Spreadsheets, bank apps, and accounting tools don’t talk.
Day 0
Automated Cashflow
Inflows, outflows, margins, and forecasts update in real time.
Day 7
Capital Access
Extend your runway with flexible, on-demand working capital.
Day 14
achieve with us.
Cash Flow Intelligence
Finz is the system of record for cash flow.
Every payable, receivable, and bank transaction is tracked and forecasted in real time across 13 weeks.
Cash Flow Intelligence
Finz is the system of record for cash flow.
Every payable, receivable, and bank transaction is tracked and forecasted in real time across 13 weeks.
Cash Flow Intelligence
Every payable, receivable, and bank transaction is tracked and forecasted in real time across 13 weeks.
Margin Optimization
Finz is the live pulse of profitability.
Revenue, costs, and labor are monitored in real time, with weekly margin trends surfaced automatically.
Margin Optimization
Finz is the live pulse of profitability.
Revenue, costs, and labor are monitored in real time, with weekly margin trends surfaced automatically.
Margin Optimization
Revenue, costs, and labor are monitored in real time, with weekly margin trends surfaced automatically.
Liquidity Management
Finz is the bridge from forecast to funding
Credit metrics and funding readiness simulations show what qualifies, while lender matching helps businesses get funded faster.
Liquidity Management
Finz is the bridge from forecast to funding
Credit metrics and funding readiness simulations show what qualifies, while lender matching helps businesses get funded faster.
Liquidity Management
Credit metrics and funding readiness simulations show what qualifies, while lender matching helps businesses get funded faster.
Other
Other
View
View
Timing
Timing
Tools
Tools
Effort
Effort
Decisions
Decisions
Others
Others
Shows what happened
Shows what happened
Alerts after cash runs low
Alerts after cash runs low
5+ disconnected apps
5+ disconnected apps
Manual uploads
Manual uploads
Data to interpret
Data to interpret
FINZ
FINZ
Predicts what’s ahead
Predicts what’s ahead
Flags risks before they surface
Flags risks before they surface
One connected system
One connected system
Auto-syncs account daily
Auto-syncs account daily
Insights ready to act on
Insights ready to act on
Others
Others
Shows what happened
Shows what happened
Alerts after cash runs low
Alerts after cash runs low
5+ disconnected apps
5+ disconnected apps
Manual uploads
Manual uploads
Data to interpret
Data to interpret
FINZ
FINZ
Predicts what’s ahead
Predicts what’s ahead
Flags risks before they surface
Flags risks before they surface
One connected system
One connected system
Auto-syncs account daily
Auto-syncs account daily
Insights ready to act on
Insights ready to act on
Others
Shows what happened
Alerts after cash runs low
5+ disconnected apps
Manual uploads
Data to interpret
FINZ
Predicts what’s ahead
Flags risks before they surface
One connected system
Auto-syncs account daily
Insights ready to act on
Real stories from real businesses.
Real stories from real businesses.
Real stories from real businesses.
Multi-Unit Restaurant
3% margin improvement.
Multi-Unit Restaurant
3% margin improvement.
Multi-Unit Restaurant
3% margin improvement.
Retail Franchise Group
6 hours per week saved.
Retail Franchise Group
6 hours per week saved.
Retail Franchise Group
6 hours per week saved.
Commercial Linen Co.
15% longer runway.
Commercial Linen Co.
15% longer runway.
Commercial Linen Co.
15% longer runway.
smarter way.
Single-Unit Bussiness
$299
/month
Built for single-location or entity businesses.
Full access to AI CFO features
Daily 13-week cash-flow forecast
Weekly margin and cost insights
Auto-sync with bank + QuickBooks
Funding readiness snapshot
Single-Unit Bussiness
$299
/month
Built for single-location or entity businesses.
Full access to AI CFO features
Daily 13-week cash-flow forecast
Weekly margin and cost insights
Auto-sync with bank + QuickBooks
Funding readiness snapshot
Single-Unit Bussiness
$299
/month
Built for single-location or entity businesses.
Full access to AI CFO features
Daily 13-week cash-flow forecast
Weekly margin and cost insights
Auto-sync with bank + QuickBooks
Funding readiness snapshot
Single-Unit Bussiness
$299
/month
Built for single-location or entity businesses.
Full access to AI CFO features
Daily 13-week cash-flow forecast
Weekly margin and cost insights
Auto-sync with bank + QuickBooks
Funding readiness snapshot
Multi-Unit Bussiness
Custom Pricing
Built for multi-location or brand businesses.
Everything in Single-Unit
Consolidated and entity-level forecasts
Advanced margin tracking
Custom integrations & reporting
Dedicated success & capital support
Multi-Unit Bussiness
Custom Pricing
Built for multi-location or brand businesses.
Everything in Single-Unit
Consolidated and entity-level forecasts
Advanced margin tracking
Custom integrations & reporting
Dedicated success & capital support
Multi-Unit Bussiness
Custom Pricing
Built for multi-location or brand businesses.
Everything in Single-Unit
Consolidated and entity-level forecasts
Advanced margin tracking
Custom integrations & reporting
Dedicated success & capital support
Multi-Unit Bussiness
Custom Pricing
Built for multi-location or brand businesses.
Everything in Single-Unit
Consolidated and entity-level forecasts
Advanced margin tracking
Custom integrations & reporting
Dedicated success & capital support
1. What kind of businesses is Finz built for?
Finz is built for owner-led businesses that manage cash flow daily. Restaurants, retailers, franchises, and service operators. If you handle payables, payroll, and capital decisions yourself, Finz is for you.
2. How does Finz connect to my existing systems?
You connect your business bank, credit card, and QuickBooks accounts. Finz syncs data automatically so every transaction, payable, and receivable updates in real time.
3. How long does setup take?
Less than two minutes. Once accounts are linked, Finz builds your 13-week forecast and margin snapshot instantly.
4. Do I need an accountant or CFO to use it?
No. Finz acts as your AI CFO. It is built for operators, not finance pros. Everything is explained in plain language with no spreadsheets or formulas.
5. What does Finz actually do day to day?
Finz tracks your cash, costs, and margins automatically. It forecasts shortfalls, flags risks before they happen, and prepares your business for funding.
6. How accurate is the 13-week forecast?
It learns from your actual inflows and outflows. Accuracy improves each week as more data comes in, similar to how your accountant would refine projections, only faster and continuous.
7. Can it track multiple locations or entities?
Yes. Multi-unit and multi-entity views are supported. You can see consolidated performance or drill down by location or brand.
8. How is my data kept secure?
Finz uses bank-grade encryption and read-only connections through trusted partners like Plaid and QuickBooks. Your credentials are never stored or shared.
9. Does Finz provide access to capital directly?
Once your financials are synced, Finz shows your funding readiness and matches you with qualified lending partners. No forms, no friction.
10. What happens if I cancel or pause my plan?
You can cancel anytime. Your data remains secure, and you can reconnect anytime to resume where you left off.
1. What kind of businesses is Finz built for?
Finz is built for owner-led businesses that manage cash flow daily. Restaurants, retailers, franchises, and service operators. If you handle payables, payroll, and capital decisions yourself, Finz is for you.
2. How does Finz connect to my existing systems?
You connect your business bank, credit card, and QuickBooks accounts. Finz syncs data automatically so every transaction, payable, and receivable updates in real time.
3. How long does setup take?
Less than two minutes. Once accounts are linked, Finz builds your 13-week forecast and margin snapshot instantly.
4. Do I need an accountant or CFO to use it?
No. Finz acts as your AI CFO. It is built for operators, not finance pros. Everything is explained in plain language with no spreadsheets or formulas.
5. What does Finz actually do day to day?
Finz tracks your cash, costs, and margins automatically. It forecasts shortfalls, flags risks before they happen, and prepares your business for funding.
6. How accurate is the 13-week forecast?
It learns from your actual inflows and outflows. Accuracy improves each week as more data comes in, similar to how your accountant would refine projections, only faster and continuous.
7. Can it track multiple locations or entities?
Yes. Multi-unit and multi-entity views are supported. You can see consolidated performance or drill down by location or brand.
8. How is my data kept secure?
Finz uses bank-grade encryption and read-only connections through trusted partners like Plaid and QuickBooks. Your credentials are never stored or shared.
9. Does Finz provide access to capital directly?
Once your financials are synced, Finz shows your funding readiness and matches you with qualified lending partners. No forms, no friction.
10. What happens if I cancel or pause my plan?
You can cancel anytime. Your data remains secure, and you can reconnect anytime to resume where you left off.
1. What kind of businesses is Finz built for?
Finz is built for owner-led businesses that manage cash flow daily. Restaurants, retailers, franchises, and service operators. If you handle payables, payroll, and capital decisions yourself, Finz is for you.
2. How does Finz connect to my existing systems?
You connect your business bank, credit card, and QuickBooks accounts. Finz syncs data automatically so every transaction, payable, and receivable updates in real time.
3. How long does setup take?
Less than two minutes. Once accounts are linked, Finz builds your 13-week forecast and margin snapshot instantly.
4. Do I need an accountant or CFO to use it?
No. Finz acts as your AI CFO. It is built for operators, not finance pros. Everything is explained in plain language with no spreadsheets or formulas.
5. What does Finz actually do day to day?
Finz tracks your cash, costs, and margins automatically. It forecasts shortfalls, flags risks before they happen, and prepares your business for funding.
6. How accurate is the 13-week forecast?
It learns from your actual inflows and outflows. Accuracy improves each week as more data comes in, similar to how your accountant would refine projections, only faster and continuous.
7. Can it track multiple locations or entities?
Yes. Multi-unit and multi-entity views are supported. You can see consolidated performance or drill down by location or brand.
8. How is my data kept secure?
Finz uses bank-grade encryption and read-only connections through trusted partners like Plaid and QuickBooks. Your credentials are never stored or shared.
9. Does Finz provide access to capital directly?
Once your financials are synced, Finz shows your funding readiness and matches you with qualified lending partners. No forms, no friction.
10. What happens if I cancel or pause my plan?
You can cancel anytime. Your data remains secure, and you can reconnect anytime to resume where you left off.
1. What kind of businesses is Finz built for?
Finz is built for owner-led businesses that manage cash flow daily. Restaurants, retailers, franchises, and service operators. If you handle payables, payroll, and capital decisions yourself, Finz is for you.
2. How does Finz connect to my existing systems?
You connect your business bank, credit card, and QuickBooks accounts. Finz syncs data automatically so every transaction, payable, and receivable updates in real time.
3. How long does setup take?
Less than two minutes. Once accounts are linked, Finz builds your 13-week forecast and margin snapshot instantly.
4. Do I need an accountant or CFO to use it?
No. Finz acts as your AI CFO. It is built for operators, not finance pros. Everything is explained in plain language with no spreadsheets or formulas.
5. What does Finz actually do day to day?
Finz tracks your cash, costs, and margins automatically. It forecasts shortfalls, flags risks before they happen, and prepares your business for funding.
6. How accurate is the 13-week forecast?
It learns from your actual inflows and outflows. Accuracy improves each week as more data comes in, similar to how your accountant would refine projections, only faster and continuous.
7. Can it track multiple locations or entities?
Yes. Multi-unit and multi-entity views are supported. You can see consolidated performance or drill down by location or brand.
8. How is my data kept secure?
Finz uses bank-grade encryption and read-only connections through trusted partners like Plaid and QuickBooks. Your credentials are never stored or shared.
9. Does Finz provide access to capital directly?
Once your financials are synced, Finz shows your funding readiness and matches you with qualified lending partners. No forms, no friction.
10. What happens if I cancel or pause my plan?
You can cancel anytime. Your data remains secure, and you can reconnect anytime to resume where you left off.
Take control of your
cash flow today.
Take control of your cash flow today.
Take control of your
cash flow today.
Connect your accounts and get a live 13-week view of your business.
©2025 Finz Group, Inc. Finz is a financial technology company, not a bank. Lending products are offered by bank and non-bank lenders and are subject to credit approval.
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©2025 Finz Group, Inc. Finz is a financial technology company, not a bank. Lending products are offered by bank and non-bank lenders and are subject to credit approval.