Finney.
The AI agent team behind your
finance
team.
Bring an objective. Finney plans and manages the work, then brings finished deliverables back for your review and approval.
Your objective
Any workflow.
Any process. Any task.
Work delivered
Ready for your approval
Give Finney the work.
Get the outcome.
Finney turns a complex objective into one coordinated workstream, research, analysis, project management, systems work, applications, reporting, and deliverables, and manages it end to end.
You set the objective
Tell Finney the outcome you need and what “done” looks like. No workflow to design, no agent to pick.
Finney plans the work
It maps the tasks, dependencies, systems, and approvals into one managed plan, the way an engagement lead scopes the job.
The work gets done
Research, analysis, systems work, applications, reporting, and finished deliverables, produced, not just described.
Everything gets checked
A reviewer modeled on your own standards catches issues before anything reaches you.
You review and approve
You keep final judgment. Send it back for changes, or mark it done. Finney holds the full state either way.
Delivered, and reusable
Every engagement leaves behind more than the deliverable: the templates, workflows, and context that make the next one faster. Finney doesn’t just finish the work, it turns it into a repeatable way of working.
See where Finney fits in your work
Finney for CFO
Finney works with you to keep the business's financial picture clear, current, and ready to act on. You own capital, cash, the numbers the board and investors see, and the strategic calls behind them. Finney is the team behind you: it assembles the analysis, builds the models and dashboards, and brings the finished view back for your judgment, so your time goes to deciding, not to assembling.
Connects to the systems finance teams already run
For finance teams, and consulting teams
Point Finney at a finance function or a client engagement. Same operating model, real actions, finished outcomes.
Supporting your finance team
The recurring finance work, run and delivered.
- Gather and process invoices from the AP inbox
- Run the month-end close and flag open items
- Reconcile bank, subledger, and GL
- Assemble the board and management reporting package
- Produce variance, cash-flow, and margin analysis on demand
- Manage SOC 1 readiness with evidence and controls
- Prepare workpapers to audit standard
- Connect your ERP, bank feeds, and finance apps
- Turn repeat questions into repeatable workflows
Enabling your consulting team
The engagement, delivered behind your firm.
- Configure Zendesk end to end
- Stand up and configure client systems
- Manage a SOC 1 project across Drata and Fieldguide
- Build control matrices and evidence request lists
- Staff a full engagement team from intake to handoff
- Produce proposals, SOWs, and status dashboards
- Research and analyze for client recommendations
- Build client dashboards and leave-behind tools
Most AI tells you what to do.
Finney does it.
Other assistants stop at advice. Finney runs the workflow, produces the deliverable, and tracks the result.
Working in four steps
About 20 minutes start to finish, less time than a single status meeting.
Download the desktop app
Install the Finney desktop app on Mac or Windows. One download, no server to request. Finney runs in your own environment and your data stays with you.
Meet Finney
Tell Finney about your business: your role, your accounting stack, how your books work. It onboards you and learns how you operate.
Deploy your team
Finney stands up your agents, a full team or a single specialist to start, and coordinates them as one managed team.
Put Finney to work
Ask "where are we on close?" from Slack, iMessage, WhatsApp, Telegram, or the web UI. Finney delegates to the team and comes back with real answers.
Connects to the systems you already run
One message reaches across your accounting system, bank feeds, payments, and spreadsheets.
And 50+ more via MCP.
Real deliverables, not summaries
Rec schedules your auditor can use. P&L dashboards your CFO actually opens. Close checklists that track themselves.
One message, your whole stack
Queries QuickBooks, bank feeds, Stripe, and Google Sheets in a single run. No tab switching.
Learns your business
Knows your chart of accounts, your close calendar, your materiality thresholds. Every conversation makes Finney sharper.
Ready to put Finney to work?
Bring your first objective and watch the team deliver. No credit card required.