AI Agents for Finance & Operations
AI Agents for Finance & Operations
Automate the manual work
that drives your P&L.
Automate the manual work that drives
your P&L.
Automate the manual work
that drives your P&L.
Finz agents run the high-friction finance and operations workflows your team handles today,
turning manual effort into measurable margin, cash, and EBITDA impact.
Finz agents run the high-friction finance and operations workflows
your team handles today, turning manual effort into
measurable margin, cash, and EBITDA impact.
Finz agents run the high-friction finance and operations workflows your team handles today, turning manual effort into measurable margin, cash, and EBITDA impact.
THE CONTROL GAP
THE CONTROL GAP
Your best people are still the glue between fragmented systems.
Your best people are still the glue between fragmented systems.
Finance and operations depend on them to connect tools, approvals, and exceptions.
By the time the impact shows up in the P&L,
the window to act has already passed.
Finance and operations depend on them to connect tools, approvals, and exceptions.
By the time the impact shows up in the P&L, the window to act has already passed.
Finance and operations depend on them to connect tools, approvals, and exceptions.
By the time the impact shows up in the P&L,
the window to act has already passed.
Operational reality
Pricing
Labor
Vendors
Inventory
Payments
Finance workflow
AP / AR
Reconciliations
Cash flow
Variance analysis
Month-end close
THE PRODUCT
Finz agents handle the day-to-day.
Your team makes the calls.
Finz turns the work
between closes into weekly finance control.
Connect your systems once. The agents own each task end to end
and bring your team only what needs judgment.
Reconcile books
Match transactions and keep the ledger current.
Reconcile books
Match transactions and keep the ledger current.
Prepare P&L
Revenue, labor, cost, and margin by week.
Prepare P&L
Revenue, labor, cost, and margin by week.
Run AP and AR
Prioritize bills, collections, aging, and payment timing.
Run AP and AR
Prioritize bills, collections, aging, and payment timing.
Track cash flow
Cash position, inflows, obligations, and timing risk.
Track cash flow
Cash position, inflows, obligations, and timing risk.
Catch variance
Vendor drift, labor overruns, and margin movement.
Catch variance
Vendor drift, labor overruns, and margin movement.
Brief the team
What changed, why it matters, and what to do next.
Brief the team
What changed, why it matters, and what to do next.
THE OUTCOME
What took weeks now takes minutes.
The same team handles more, keeps cash and margin current,
and acts on problems while there is still time to fix them.
The same team handles more, keeps cash and margin current, and acts on problems while there is still time to fix them.
Without Finz
With Finz
Closing the month
Spreadsheets rebuilt from scratch
Reconciled continuously
Knowing your cash
Bank exports pieced together
Live position and forecast
Collecting receivables
Chased when someone remembers
Followed up on every invoice
Catching margin drift
Found after the close
Flagged the week it happens
Without Finz
Spreadsheets rebuilt from scratch
Bank exports pieced together
Chased when someone remembers
Found after the close
With Finz
Reconciled continuously
Live position and forecast
Followed up on every invoice
Flagged the week it happens
THE IMPACT
Manual hours go down.
Margin, cash, and EBITDA go up.
Manual hours go down.
Margin, cash, and
EBITDA go up.
Each workflow is measured by the work it removes, the variance
it catches, and the cash it helps protect.
Each workflow is measured by the work it removes, the variance it catches, and the cash it helps protect.
Time
120+ hrs/month saved
120+ hrs
saved each month
No pileup waiting for the team, and no late nights to clear it.
No pileup waiting for the
team, and no late nights to clear it.
Margin
1%+ margin uplift
More than 1%
margin uplift
Price creep and variance caught before they reach the bottom line.
cash
10%+ longer runway
Up to 10%
runway extension
Money goes out on schedule and comes in sooner, with fewer surprises.
GETTING STARTED
GETTING STARTED
Live in one session.
Mapped to your business in hours.
Live in one session.
Mapped to your business
in hours.
Live in one session.
Mapped to your business
in hours.
Finz is configured around your entity structure, reporting rhythm, approval paths, and operating priorities.
We learn your entity structure, reporting rhythm, approval paths, and operating priorities, then configure Finz around how your team already runs the business.
We learn your entity structure, reporting rhythm, approval paths, and operating priorities, then configure Finz around how your team already runs the business.
Day 01
Onboard
Finz maps your financial model, entities, and operating drivers so the platform reflects how the business actually runs.
Accounting, banking, and operating systems are synced, mapped, and reconciled automatically.
Week 1
Automate
Cash checks, AP, AR, reconciliation, variance review, and reporting workflows are configured for agents to run on schedule.
Cash checks, AP, AR, variance review, and reporting workflows are configured for agents to run on schedule.
Week 2
Operate
Your team starts using Finz to track what changed, review what needs judgment, and connect daily activity back to the P&L.
Finance and operations run as one cycle. Drivers measured, priorities actioned, and the week moves with control.
WHO IT IS FOR
Built for the operators of the
physical economy.
For businesses where margins are tight, costs move weekly,
and finance has to keep pace with operations.
For businesses where margins are tight, costs move weekly, and finance has to
keep pace with operations.
Trucking and logistics
Fuel, driver pay, routes, and load margin tracked weekly.
Trucking and logistics
Fuel, driver pay, routes, and load margin tracked weekly.
Food and distribution
COGS, yield, vendor pricing, and route margin connected in one view.
Food and distribution
COGS, yield, vendor pricing, and route margin connected in one view.
Multi-site retail
Cash, labor, unit economics, and location performance tracked clearly.
Multi-site retail
Cash, labor, unit economics, and location performance tracked clearly.
FAQ
What teams ask before getting started.
Answers on setup, accuracy, control, security, and how Finz
works with your existing systems.
1. What systems does Finz connect to?
Finz currently connects to QuickBooks, US bank and card accounts, and spreadsheets. It can also ingest files, connect to external APIs, and work with file systems. Additional customer-specific workflow systems, including payroll, ERP, POS, Salesforce, or custom operating data sources, are reviewed and scheduled during onboarding.
2. Does Finz replace the accounting or ERP system we use?
No. Finz works above the existing stack. Your team keeps using its accounting system, banking tools, spreadsheets, and operating systems. Finz syncs the data into a weekly finance layer, while your team controls any write permissions or approvals.
3. How much of our team’s time is needed to run this?
After setup, Finz runs the workflow and generates the financial outputs automatically. Your team only reviews exceptions, approvals, and items that need judgment. Most reviews take a few minutes, with more complex exceptions usually taking under 30 minutes.
4. How accurate are the financial outputs?
Every output ties back to source data, ledger rows, transactions, documents, or mapped business drivers. Finz uses human-in-the-loop review for exceptions, and AI agents help identify and resolve discrepancies. Accuracy also depends on source data quality, so the Finz support team works with customers to clean up issues when the underlying data is incomplete or inconsistent.
5. How is Finz priced, and is there a free trial?
Finz is priced based on company size, entity structure, data sources, and workflow scope. There is no long-term commitment, and customers can start with a 30-day free trial. You can cancel anytime. A one-time setup fee may apply based on customization, system connectivity, and data setup.
6. Who supports us after we go live?
Early customers work directly with the Finz team, including the founders and CFO support. The first quarter includes weekly check-ins, then support moves to a regular cadence with on-demand access for urgent issues.
7. How is our data secured?
Customer data is encrypted in transit and at rest. Access is role-based by entity, function, and user. Source system access is read-only by default, with write actions explicitly authorized.
1. What systems does Finz connect to?
Finz currently connects to QuickBooks, US bank and card accounts, and spreadsheets. It can also ingest files, connect to external APIs, and work with file systems. Additional customer-specific workflow systems, including payroll, ERP, POS, Salesforce, or custom operating data sources, are reviewed and scheduled during onboarding.
2. Does Finz replace the accounting or ERP system we use?
No. Finz works above the existing stack. Your team keeps using its accounting system, banking tools, spreadsheets, and operating systems. Finz syncs the data into a weekly finance layer, while your team controls any write permissions or approvals.
3. How much of our team’s time is needed to run this?
After setup, Finz runs the workflow and generates the financial outputs automatically. Your team only reviews exceptions, approvals, and items that need judgment. Most reviews take a few minutes, with more complex exceptions usually taking under 30 minutes.
4. How accurate are the financial outputs?
Every output ties back to source data, ledger rows, transactions, documents, or mapped business drivers. Finz uses human-in-the-loop review for exceptions, and AI agents help identify and resolve discrepancies. Accuracy also depends on source data quality, so the Finz support team works with customers to clean up issues when the underlying data is incomplete or inconsistent.
5. How is Finz priced, and is there a free trial?
Finz is priced based on company size, entity structure, data sources, and workflow scope. There is no long-term commitment, and customers can start with a 30-day free trial. You can cancel anytime. A one-time setup fee may apply based on customization, system connectivity, and data setup.
6. Who supports us after we go live?
Early customers work directly with the Finz team, including the founders and CFO support. The first quarter includes weekly check-ins, then support moves to a regular cadence with on-demand access for urgent issues.
7. How is our data secured?
Customer data is encrypted in transit and at rest. Access is role-based by entity, function, and user. Source system access is read-only by default, with write actions explicitly authorized.
PRODUCT TOUR
See Finz in action.
Watch Finz run
the weekly cycle.
A two-minute tour of how Finz turns connected finance, accounting,
and operating data into agent-run finance work.
A two-minute tour of how Finz turns connected finance, accounting,
and operating data into agent-run finance work..
A two-minute tour of how Finz turns connected finance, accounting,
and operating data into agent-run
finance work.
The finz blog
