Built for real economy operators.
Built for real economy operators.
The AI CFO that grows your profit.
The AI CFO that grows
your profit.
The AI CFO that grows
your profit.
Automates all manual financial workflows running on spreadsheets today.
Drives weekly actions across cash flow, margin, and working capital.
What you get from day one.
Operating Ledger
A single view of banking, accounting & operational data across all locations, synced automatically every day.
Live Cash Flow
See your cash position, forward forecast, biggest cash drivers, and upcoming obligations across every entity.
Operating Ledger
A single view of banking, accounting & operational data across all locations, synced automatically every day.
Live Cash Flow
See your cash position, forward forecast, biggest cash drivers, and upcoming obligations across every entity.
Margin Control
Track exactly where your margin moved every week across COGS, labor and OpEx.
Priority Signals
Ranked actions across cash flow, margin, and working capital, each with dollar impact.
Margin Control
Track exactly where your margin moved every week across COGS, labor and OpEx.
Priority Signals
Ranked actions across cash flow, margin, and working capital, each with dollar impact.
Powering the next generation of:
Powering the
next generation of:
High-velocity franchises
Save time
Spot issues
High-velocity franchises
Save time
Spot issues
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.ity franchises
Save time
Spot issues
High-velocity franchises
Save time
Spot issues
Hospitality Groups
Protect margin
move faster
Hospitality Groups
Protect margin
move faster
Hospitality Groups
All inflows, outflows, payroll, and upcoming obligations at one place.
Protect margin
move faster
Hospitality Groups
Protect margin
move faster
PE-backed portfolios
Clear answers
stay aligned
PE-backed portfolios
Clear answers
stay aligned
PE-backed portfolios
Quick answers in plain English to what’s happening now and what to do next.
Clear answers
stay aligned
PE-backed portfolios
Clear answers
stay aligned
From setup to signals in
under 2 minutes.
From setup to forecast
in under 2 minutes.
Step 1
Your banking and accounting apps connected, with no extra setup.
Step 1
Your banking and accounting apps connected, with no extra setup.
Step 1
Your banking and accounting apps connected, with no extra setup.
Step 2
Finz syncs your data and builds the operating ledger automatically.
Step 2
Finz syncs your data and builds the operating ledger automatically.
Step 2
Finz syncs your data and builds the operating ledger automatically.
Step 3
Your first signals are ready to review. Ask Finz what changed and what to do next.
Step 3
Your first signals are ready to review. Ask Finz what changed and what to do next.
Step 3
Your first signals are ready to review. Ask Finz what changed 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.
Your tools stay. The week changes.
Today :
Banking, accounting, and POS data sit in different systems. Teams still build the weekly view in spreadsheets.
With Finz :
On Monday, you know which locations moved, what drove it, and what needs to happen next.
The Shift :
From chasing numbers across systems to starting the week with decisions.
Your tools stay. The week changes.
Today :
Banking, accounting, and POS data sit in different systems. Teams still build the weekly view in spreadsheets.
With Finz :
On Monday, you know which locations moved, what drove it, and what needs to happen next.
The Shift :
From chasing numbers across systems to starting the week with decisions.
Your tools stay.
The week changes.
Today :
Banking, accounting, and POS data sit in different systems. Teams still build the weekly view in spreadsheets.
With Finz :
On Monday, you know which locations moved, what drove it, and what needs to happen next.
The Shift :
From chasing numbers across systems to starting the week with decisions.
The impact you can measure.
The impact you
can measure.
Manual Finance
Hours of finance prep.
Spreadsheet work, exports, and manual checks across entities.
Margin leakage builds.
Small variances repeat across locations until they become expensive.
Month end lag.
You see what changed after close, when the window to act is gone.
Manual Finance
Hours of finance prep.
Spreadsheet work, exports, and manual checks across entities.
Margin leakage builds.
Small variances repeat across locations until they become expensive.
Month end lag.
You see what changed after close, when the window to act is gone.
Finz AI CFO
20+ hours/month saved.
Less finance prep work. Fewer manual updates.
Up to 5% bottom line improvement.
Catch drift earlier.
Fix it faster.
10–20% more cash buffer.
Working capital released inside
the business.
Finz AI CFO
20+ hours/month saved.
Less finance prep work. Fewer manual updates.
Up to 5% bottom line improvement.
Catch drift earlier.
Fix it faster.
10–20% more cash buffer.
Working capital released inside
the business.
Pricing that scales by location.
Pricing that scales
by location.
CORE
$299
/unit
/month
Self-serve financial operations from day one.
AI CFO includes:
Operating Ledger: all accounts and locations, reconciled automatically.
Live Cash Flow: live position plus 13-week forecast.
Margin Control: weekly margin movement with key drivers.
Priority Signals: ranked actions by dollar impact.
CORE
$299
/unit
/month
Self-serve financial operations from day one.
AI CFO includes:
Operating Ledger: all accounts and locations, reconciled automatically.
Live Cash Flow: live position plus 13-week forecast.
Margin Control: weekly margin movement with key drivers.
Priority Signals: ranked actions by dollar impact.
CORE
$299
/unit
/month
Self-serve financial operations from day one.
AI CFO includes:
Operating Ledger: all accounts and locations, reconciled automatically.
Live Cash Flow: live position plus 13-week forecast.
Margin Control: weekly margin movement with key drivers.
Priority Signals: ranked actions by dollar impact.
CORE
$299
/unit
/month
Self-serve financial operations from day one.
AI CFO includes:
Operating Ledger: all accounts and locations, reconciled automatically.
Live Cash Flow: live position plus 13-week forecast.
Margin Control: weekly margin movement with key drivers.
Priority Signals: ranked actions by dollar impact.
PRO
$499
/unit
/month
Setup and ongoing support from our team.
Everything in Core, plus:
Managed Finance Ops: data mapping and ledger cleanup by our team.
Invoice Intelligence: unit price tracking with vendor variance alerts.
Capital Readiness: working capital visibility and lender-ready exports.
Margin Baseline Report: one-time audit to lock in your profit targets.
PRO
$499
/unit
/month
Setup and ongoing support from our team.
Everything in Core, plus:
Managed Finance Ops: data mapping and ledger cleanup by our team.
Invoice Intelligence: unit price tracking with vendor variance alerts.
Capital Readiness: working capital visibility and lender-ready exports.
Margin Baseline Report: one-time audit to lock in your profit targets.
PRO
$499
/unit
/month
Setup and ongoing support from our team.
Everything in Core, plus:
Managed Finance Ops: data mapping and ledger cleanup by our team.
Invoice Intelligence: unit price tracking with vendor variance alerts.
Capital Readiness: working capital visibility and lender-ready exports.
Margin Baseline Report: one-time audit to lock in your profit targets.
PRO
$499
/unit
/month
Setup and ongoing support from our team.
Everything in Core, plus:
Managed Finance Ops: data mapping and ledger cleanup by our team.
Invoice Intelligence: unit price tracking with vendor variance alerts.
Capital Readiness: working capital visibility and lender-ready exports.
Margin Baseline Report: one-time audit to lock in your profit targets.
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.
