The plan and the story behind the numbers.
Finney works with you to turn the numbers into the plan and the story behind it. You own budgeting, forecasting, variance, and the analysis leadership relies on. Finney is the team behind you: it builds the models and dashboards, runs the variance, and drafts the narrative, so your time goes to the judgment and the recommendation.
What Finney delivers for you
Say the objective: "Rebuild the P&L dashboard so leadership can self-serve the department view." Finney plans the build from your chart of accounts and reporting structure. Its team does the work: one agent shapes the raw rows, another builds the cascading filters and drilldowns, another writes the variance narrative. A reviewer modeled on your standards checks that the numbers tie out and the views match your definitions. You review the finished dashboard, request the changes you want, and approve it for leadership. The analysis carries your name and your read on the business.
Objective: a client's P&L dashboard was hard to use and needed real filters. Over 34 conversational turns, Finney's financial planning agent overhauled it: fixed the default views, built cascading department, vendor, and category filters, and added allocation detail pages. Result: a complete dashboard overhaul that let the client slice the P&L the way they actually think about the business, self-serve, without a BI tool. In related work, Finney built an interactive P&L from raw data across 11 departments, with cascading filters and allocation detail.
finney.finance use-case library: "34-Turn Dashboard Overhaul", "Interactive P&L from Raw Data".
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Bring your first objective and watch the team deliver. No credit card required.