Finney
← The AI agent team behind your team
Finney for Controller

The close, the recs, and clean books.

Finney works with you to close the books accurately and on time, every period. You own the close, the reconciliations, the workpapers, and the integrity of the numbers. Finney is the team behind you: it runs the recurring mechanics, flags only what needs a human, and hands you a clean, documented close to sign off.

Finney outcomes for Controller

What Finney delivers for you

The month-end close run on a tracked checklist, with open items flagged and status posted daily
Reconciliation across bank, subledger, and GL, with break types detected and tracked to resolution
Records matched across systems automatically, so only the true exceptions reach you
Four-eyes approval enforced on reconciliations, with an investigation log for every break
An interactive P&L built from thousands of raw rows, drillable by department and category
Audit-ready workpapers and schedules produced to your firm's format, without manual assembly
Weekly balance updates validated with integrity checks across hundreds of accounts
A flux and variance review that explains the movements before your review call
Close status, open recs, GL activity, and AP/AR aging on a board that refreshes itself
Repeat questions turned into repeatable workflows, so the next close is faster
How Finney does it
1You set the objective2Finney plans the work3The team does the work4A reviewer checks it5You review and approve

Say the objective: "Run the March close and bring me what needs a decision." Finney plans the close from your calendar and materiality thresholds. Its team does the work: a reconciliation engine matches transactions and classifies breaks, a workpaper agent builds the schedules, a reporting agent drafts the package. A reviewer modeled on your standards checks every break resolution and every schedule against your rules, and enforces four-eyes where you require it. You get a close that is done except for the judgment calls, review the exceptions, and sign off. The books close under your name.

A real example

Objective: a client needed a real reconciliation command center, not another spreadsheet. In a single extended build session, Finney's team produced a five-module command center (home hub, balance monitor, activity analyzer, and data explorer), iterated through five visual concepts before landing the design, and pushed it live to production. In the reconciliation work behind it, automated matching cleared 800 of 801 records without a human touch, a 99.9% match rate, leaving only the genuine exception for review. Result: a live reconciliation system and a near-fully-automated match, so the team spent its time only on the breaks that were real.

finney.finance use-case library: "150-Turn Dashboard Build Marathon", "Automated Record Matching"; a full month-end close run on the platform, completed end to end.

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Put Finney to work for your team

Bring your first objective and watch the team deliver. No credit card required.