What your team can hand over
Explore month-end close, client engagements, and systems implementation, then browse the full library. Choose a stage to see the work Finney takes on and what comes back for your team to review.
The engagement lifecycle. Choose a stage to explore the work.
Find the Deal
Automated Daily Prospecting
Your agent finds 2 qualified contacts every business day. It researches their background, identifies signals of interest, and drafts a personalized outreach message ready to send.
Multi-Persona Pipeline
Run parallel pipelines targeting different buyer personas. Each pipeline has its own qualification criteria, outreach templates, and objection handling tailored to the specific audience.
Pre-Meeting Prospect Research
Before every call, your agent researches the prospect's company, leadership, and financials. You walk in with a standardized research brief, not a blank page.
Pipeline Without a CRM
Your agent manages your entire pipeline in simple files. It orchestrates 5-touch email sequences, logs replies, and tracks every deal from first contact through close.
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Chat with Finney about these workflows using an example company’s books.
Find the work you need delivered
60 use cases across Finance & Accounting, Consulting & Advisory, and Systems Implementation. Choose a team to explore the work.
11 use cases for Finance & Accounting. Some workflows also support other teams.
Reconciliation monitoring and exception review
Your agent builds a multi-layer reconciliation dashboard: matching transactions across data sources, detecting break types, tracking investigations, and enforcing dual approval.
Audit-ready workpapers and schedules
Your agent produces work papers, schedules, and templates from financial data, formatted to your firm's standards and ready for external audit review.
Cash position reporting
Your agent consolidates bank accounts, investment accounts, and cash flow forecasts into a single dashboard with transaction parsing and liquidity forecasting.
Bank, subledger, and GL reconciliation
Your agent reconciles across three data layers, detects 9 break types, manages investigation workflows, and enforces four-eyes approval.
Treasury operations and approval controls
Your agent executes treasury operations programmatically, but requires explicit human confirmation before any financial action.
Interactive P&L reporting
Upload raw financial data and your agent builds a filterable, drillable P&L with department selectors, multi-level drilldown, and accounting-format numbers.
Financial reports from CSV data
Upload any CSV and get a beautiful interactive pivot report with charts, financial statement tables, expand/collapse, and CSV export.
Transaction Analysis at Scale
Your agent queries millions of transactions across hundreds of accounts and platforms. Slice by entity, counterparty, time period, or classification.
Validated account balance reporting
Your agent pulls balances from multiple data sources, validates integrity, and generates interactive pivot reports on a weekly schedule.
Automated Record Matching
Your agent matches records across systems using fuzzy logic and tolerant matching. Flags only the true exceptions for human review.
Crypto Tax Preparation
Your agent ingests exchange ledgers, analyzes transaction history, calculates cost basis, and generates PDFs with acquisition dates and gain/loss columns.
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