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Built for the 'Missing Middle': $5M-$30M revenue portfolios.

The financial control layer
for the real economy.

The financial control layer
for the real economy.

The financial
control layer for
the real economy.

The financial control layer
for the real economy.

 Connect your bank and accounting in 2 minutes to protect working capital and eliminate margin leakage. 
Book a demo
Book a demo
Book a demo
Book a demo
Start free trial
Start free trial
Start free trial
Start free trial
An image of Dreelio's dashboard
An image of Dreelio's dashboard

From setup to forecast in
under 2 minutes.

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.

Connect all your accounts.

Your business bank and QuickBooks connected, with no extra setup.

Manage your live cashflow.

All inflows, outflows, payroll, and upcoming obligations at one place.

Manage your live cashflow.

All inflows, outflows, payroll, and upcoming obligations at one place.

Manage your live cashflow.

All inflows, outflows, payroll, and upcoming obligations at one place.

Ask AI anything.

Quick answers in plain English to what’s happening now and what to do next.

Ask AI anything.

Quick answers in plain English to what’s happening now and what to do next.

Ask AI anything.

Quick answers in plain English to what’s happening now and what to do next.

Manage your live cashflow.

All inflows, outflows, payroll, and upcoming obligations at one place.

Manage your live cashflow.

All inflows, outflows, payroll, and upcoming obligations at one place.

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.

Ask AI anything.

Quick answers in plain English to what’s happening now and what to do next.

Ask AI anything.

Quick answers in plain English to what’s happening now and what to do next.

Powering the next generation of:

High-velocity franchises

Spend less time reconciling numbers and more time running your locations. See what’s off across stores early, before small issues turn into real losses.

Save time

Spot issues

Hospitality groups

PE-backed portfolios

High-velocity franchises

Spend less time reconciling numbers and more time running your locations. See what’s off across stores early, before small issues turn into real losses.

Save time

Spot issues

Hospitality groups

PE-backed portfolios

High-velocity franchises

Spend less time reconciling numbers and more time running your locations. See what’s off across stores early, before small issues turn into real losses.

Save time

Spot issues

Hospitality groups

PE-backed portfolios

High-velocity franchises

Spend less time reconciling numbers and more time running your locations. See what’s off across stores early, before small issues turn into real losses.

Save time

Spot issues

Hospitality groups

PE-backed portfolios

Your bank balance is not a forecast.

Your bank balance is
not a forecast.

The Conflict:
The Conflict:

Most operators manage by checking bank apps, QuickBooks, and sales reports separately.

Most operators manage by checking bank apps, QuickBooks, and sales reports separately.

The Problem:
The Problem:

These systems are retrospective.
By the time you reconcile them, it’s too late to act.

These systems are retrospective.
By the time you reconcile them, it’s too late to act.

The Shift
The Shift

Finz connects your data at the source to move your team from data entry to real-time execution.

Finz connects your data at the source to move your team from data entry to real-time execution.

How Finz stands apart.

The manual Ledger

Hindsight as Strategy:

Manage by looking at what happened 30 days ago. By the time the P&L is ready, the opportunity to fix a cost spike has passed.

The Spreadsheet Trap:

Data is exported and manually reconciled in disconnected sheets. Every human touchpoint introduces error.

Reactive Liquidity:

You know you have a cash problem when the bank balance gets low. Managing by 'gut feel' limits scale.

The Finz control layer

Real-Time Execution:

Turn unit performance into a weekly control system. See exactly where your margin moved yesterday so you can act today.

Automated Integrity:

Banking and accounting data flow into a single, reconciled ledger. No manual matching. No exceptions.

Predictive Runway:

A rolling 13-week forecast built on live data. Identify shortfalls before they happen and stay lender-ready.

What you will achieve with us

What you will
achieve with us

Automated Reconciliation

Consolidate banking and accounting activity into one ledger to eliminate manual matching in near real-time.

Predictive Liquidity

A 13-week cash forecast that surfaces upcoming shortfalls and funding readiness across all entities.

Real - time Unit Economics

Credit metrics and funding readiness simulations show what qualifies, while lender matching helps businesses get funded faster.

Document Intelligence

Link every bill and receipt directly to the transaction for total traceability with plain-English AI search.

Run cash flow the smarter way

Run cash flow
the smarter way

GROWTH PORTFOLIO

$299

/month

Built for single-entity or early-stage operators. Includes full suite access, 13-week automated forecasting, and daily bank/accounting sync.

Full access to AI CFO features

Daily 13-week cash-flow forecast

Weekly margin and cost insights

Select Plan
Select Plan

GROWTH PORTFOLIO

$299

/month

Built for single-entity or early-stage operators. Includes full suite access, 13-week automated forecasting, and daily bank/accounting sync.

Full access to AI CFO features

Daily 13-week cash-flow forecast

Weekly margin and cost insights

Select Plan
Select Plan

GROWTH PORTFOLIO

$299

/month

Built for single-entity or early-stage operators. Includes full suite access, 13-week automated forecasting, and daily bank/accounting sync.

Full access to AI CFO features

Daily 13-week cash-flow forecast

Weekly margin and cost insights

Select Plan
Select Plan

GROWTH PORTFOLIO

$299

/month

Built for single-entity or early-stage operators. Includes full suite access, 13-week automated forecasting, and daily bank/accounting sync.

Full access to AI CFO features

Daily 13-week cash-flow forecast

Weekly margin and cost insights

Select Plan
Select Plan

MULTI-UNIT ENTERPRISE

Custom Pricing

Built for franchises and PE-backed groups. Includes consolidated forecasts, advanced margin tracking, and dedicated integration support.

Everything in Single-Unit

Consolidated and entity-level forecasts

Advanced margin tracking

Contact Sales
Contact Sales

MULTI-UNIT ENTERPRISE

Custom Pricing

Built for franchises and PE-backed groups. Includes consolidated forecasts, advanced margin tracking, and dedicated integration support.

Everything in Single-Unit

Consolidated and entity-level forecasts

Advanced margin tracking

Contact Sales
Contact Sales

MULTI-UNIT ENTERPRISE

Custom Pricing

Built for franchises and PE-backed groups. Includes consolidated forecasts, advanced margin tracking, and dedicated integration support.

Everything in Single-Unit

Consolidated and entity-level forecasts

Advanced margin tracking

Contact Sales
Contact Sales

MULTI-UNIT ENTERPRISE

Custom Pricing

Built for franchises and PE-backed groups. Includes consolidated forecasts, advanced margin tracking, and dedicated integration support.

Everything in Single-Unit

Consolidated and entity-level forecasts

Advanced margin tracking

Contact Sales
Contact Sales

Before you get started

1. What kind of businesses is Finz built for?

We serve the 'Missing Middle': owner-led businesses, franchises, and PE-backed portfolios ($5M-$30M revenue).

2. How long does setup take?

Setup is under 2 minutes to connect your bank and QuickBooks and see your live forecast.

3. Do I need an accountant or CFO?

No. Finz is built for the operator making daily decisions, providing controller-grade visibility without manual overhead.

4. Is my data secure?

Yes. We use bank-grade, read-only encryption. Your data is used strictly to power your control layer.

5. Can it track multiple locations?

Yes. Finz is built to consolidate fragmented data across multiple entities into one view.

6. Does Finz provide access to capital?

We help you stay lender-ready to shorten time to capital, but we do not lend off our own balance sheet.

1. What kind of businesses is Finz built for?

We serve the 'Missing Middle': owner-led businesses, franchises, and PE-backed portfolios ($5M-$30M revenue).

2. How long does setup take?

Setup is under 2 minutes to connect your bank and QuickBooks and see your live forecast.

3. Do I need an accountant or CFO?

No. Finz is built for the operator making daily decisions, providing controller-grade visibility without manual overhead.

4. Is my data secure?

Yes. We use bank-grade, read-only encryption. Your data is used strictly to power your control layer.

5. Can it track multiple locations?

Yes. Finz is built to consolidate fragmented data across multiple entities into one view.

6. Does Finz provide access to capital?

We help you stay lender-ready to shorten time to capital, but we do not lend off our own balance sheet.

1. What kind of businesses is Finz built for?

We serve the 'Missing Middle': owner-led businesses, franchises, and PE-backed portfolios ($5M-$30M revenue).

2. How long does setup take?

Setup is under 2 minutes to connect your bank and QuickBooks and see your live forecast.

3. Do I need an accountant or CFO?

No. Finz is built for the operator making daily decisions, providing controller-grade visibility without manual overhead.

4. Is my data secure?

Yes. We use bank-grade, read-only encryption. Your data is used strictly to power your control layer.

5. Can it track multiple locations?

Yes. Finz is built to consolidate fragmented data across multiple entities into one view.

6. Does Finz provide access to capital?

We help you stay lender-ready to shorten time to capital, but we do not lend off our own balance sheet.

1. What kind of businesses is Finz built for?

We serve the 'Missing Middle': owner-led businesses, franchises, and PE-backed portfolios ($5M-$30M revenue).

2. How long does setup take?

Setup is under 2 minutes to connect your bank and QuickBooks and see your live forecast.

3. Do I need an accountant or CFO?

No. Finz is built for the operator making daily decisions, providing controller-grade visibility without manual overhead.

4. Is my data secure?

Yes. We use bank-grade, read-only encryption. Your data is used strictly to power your control layer.

5. Can it track multiple locations?

Yes. Finz is built to consolidate fragmented data across multiple entities into one view.

6. Does Finz provide access to capital?

We help you stay lender-ready to shorten time to capital, but we do not lend off our own balance sheet.

Take control of your
working capital.

Take control of your
working capital.

Stop waiting for month-end reports. Get the data you need to run your business today.
Get Started
Get Started
Get Started
Get Started
Get Started
Get Started

Take control of your cash flow today.

Stop waiting for month-end reports. Get the data you need to run your business today.
Get Started
Get Started

©2026 Finz Group, Inc. Finz is a financial technology company, not a bank. Lending products 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.