Fina provides a unified platform that securely connects banking, ERP, HRIS, and CRM systems to create a semantic model of a company’s financial documents and ledgers. It enables natural‑language queries, automated variance analysis, and predictive forecasting, delivering actionable insights such as runway projections and burn‑risk alerts. By automating data integration and analysis, Fina eliminates manual busywork and gives businesses continuous financial clarity.
Funding
Funding not disclosed
Founders
Product
Problem
Businesses often struggle to maintain up-to-date financial visibility because data resides in multiple systems—banking, ERP, HRIS, and CRM—and must be manually consolidated, reconciled, and analyzed. This fragmented workflow leads to busywork, delayed insights, and a higher risk of cash‑burn surprises.
Solution
Fina offers an integrated financial intelligence platform that securely connects all core business systems through encrypted integrations, creating a unified, real‑time data layer. It constructs a semantic model of the company’s financial documents and ledgers, enabling natural‑language queries, automated variance analysis, and predictive forecasting. The platform continuously monitors cash flow, burn rate, and runway, generating proactive alerts when risk thresholds are crossed. Users can ask “what changed and why” and receive AI‑driven explanations, scenario modeling, and investor‑ready reports without manual spreadsheet work. Enterprise‑grade security—including SOC 2 compliance and 256‑bit encryption—ensures data remains private and is never used for external model training.
Target Audience
Fina targets early‑stage founders, growth‑stage startups, and mid‑market companies that need continuous, AI‑driven financial oversight without building internal FP&A teams.
Features
- Encrypted, live‑sync integrations with banking, ERP, HRIS, and CRM platforms (e.g., QuickBooks, Xero, NetSuite, Stripe, HubSpot, Gusto)
- Semantic AI model that interprets financial documents for natural‑language querying
- Automated variance analysis and real‑time runway, cash, and burn monitoring
- Predictive forecasting and instant scenario modeling with AI‑generated insights
- Proactive risk alerts and spend change detection to prevent runway erosion
- Investor‑ready export of financials to Excel, Word, PowerPoint and AI‑enhanced datarooms
- Tiered pricing with unlimited integrations and dedicated human CFO support at higher plans
- SOC 2 audited controls, 256‑bit encryption at rest and in transit, and strict data‑privacy guarantees