Financial consultants, advisory firms, and SMEs often lack a dedicated financial officer, requiring manual data aggregation, bank reconciliation, and analysis that consumes significant time and limits the ability to scale services. AsFin offers a cloud based platform that acts as a virtual CFO, combining proprietary software, an AI driven analytics engine, and full PSD2 integration with all Spanish banks. The system automatically connects bank accounts, classifies transactions, and extracts financial statements and registry data.
Funding
$444.4K raised to dateRaised to date based on public sources. This may differ from the amount the company actually raised and is based only on what is publicly available on the internet.
Founders
Product
Problem
Financial consultants, advisory firms, and SMEs often lack a dedicated financial officer, requiring manual data aggregation, bank reconciliation, and analysis that consumes significant time and limits the ability to scale services.
Solution
AsFin offers a cloud-based platform that acts as a virtual CFO, combining proprietary software, an AI-driven analytics engine, and full PSD2 integration with all Spanish banks. The system automatically connects bank accounts, classifies transactions, and extracts financial statements and registry data. AI models generate diagnostic reports, advanced ratios, alerts, and actionable plans without manual input. Consultants can monitor multiple clients from a single dashboard, quickly identify those needing attention, and focus on strategic advice while the platform handles routine data processing. SMEs receive continuous financial oversight and early warnings, effectively gaining a dedicated financial officer at a fraction of the cost.
Target Audience
Primary users are independent financial consultants, advisory firms, and gestorías seeking to expand their client base, as well as SMEs that need continuous CFO‑level financial monitoring.
Features
- Automatic, real-time connection to every Spanish bank via PSD2, eliminating manual account linking
- AI-powered transaction classification and financial statement generation, including ratios and regulatory data
- Automated alerts and action‑plan recommendations delivered before client meetings
- Centralized client portfolio view that highlights attention‑required accounts and growth opportunities
- Cloud-hosted analytics with senior financial advisor validation for critical insights
- Scalable architecture allowing consultants to manage more clients without additional staff