Our Products
The complete AI financial technology stack — from intelligent document analysis to autonomous agents that transform how finance teams work.
The Intelligent Financial Dashboard
A unified command center for all your financial data. Real-time insights, multi-entity consolidation, and AI-driven analytics — all in one place.
Real-time Dashboard
Live financial metrics with sub-second refresh. Monitor cash flow, revenue, and expenses as they happen.
Multi-entity Consolidation
Aggregate data across subsidiaries, departments, and business units into a single unified view.
Custom Report Builder
Drag-and-drop report designer with AI-suggested templates. Export to PDF, Excel, or share live links.
API-first Architecture
RESTful and GraphQL APIs with comprehensive SDKs. Integrate Finni into your existing tech stack in minutes.
Integrates with
Revenue
$2.4M
+12.5%
Expenses
$1.1M
+3.2%
Net Profit
$1.3M
+18.7%
Cash Flow Trend
Last 6 monthsRecent Transactions
SOC 2 Certified
Enterprise-grade security
AI-Powered Financial Understanding at Scale
Advanced AI that reads, understands, and reasons about financial documents — from receipts and invoices to bank statements and tax forms — with human-level accuracy.
AI Document Intelligence Pipeline
Document Ingestion
PDF, scans, images, CSV
Multi-Modal OCR
Text, tables, handwriting
AI Reasoning
Context-aware analysis
Structured Output
Categorized & validated
Agent Actions
Insights & automation
10M+
Documents Processed Monthly
Financial documents analyzed across all clients
<1s
Analysis Response Time
Sub-second AI inference for document analysis
100%
Major Canadian Formats
QuickBooks, Xero, Sage, and Canadian-specific platforms like Sage 50 Canada
AI-Powered Document Analysis
Deep understanding of financial documents using transformer-based models trained on millions of real-world invoices, receipts, and statements.
Intelligent Financial Reasoning
Goes beyond extraction — our AI reasons about financial context, detects anomalies, classifies entries per GAAP/IFRS, and suggests corrections.
Multi-Modal Understanding
Processes receipts, invoices, and bank statements across text, tables, images, and handwritten notes — all in a single unified pipeline.
Automated Financial Document Intelligence
Finni.ai automatically reads, processes, and syncs every financial document — from invoice emails to bank statements — so your team never has to.
Invoice Emails
Automatically extracts invoice data from email attachments and body text
Bank Statements
Parses transactions from all major Canadian bank statement formats
Credit Card Statements
Processes credit card statements and categorizes every transaction
Expense Receipts
OCR-powered receipt scanning with automatic expense categorization
Internal Financial Docs
Processes internal reports, memos, and custom financial documents
Automatic Bank & Credit Card Sync
Real-time data feeds from financial institutions
Direct Bank Connections
Connects with Canadian bank accounts and credit cards for automatic transaction data sync — no manual uploads required.
Continuous Sync
Transactions are synced and categorized in real time, keeping your books always up to date.
Historical Data Import
Handles initial historical data import for new clients — critical for accounting firms migrating existing clients onto the platform.
Built for Scale
Enterprise-grade infrastructure for accounting firms
300–400 Clients Per Firm
Each partner accounting firm typically serves 300–400 business clients — Finni.ai is designed to handle this workload effortlessly.
Thousands of Businesses Simultaneously
The platform can process thousands of businesses at the same time with continuous AI processing — no bottlenecks, no delays.
Continuous AI Processing
AI agents work around the clock, processing new documents and transactions as they arrive across all connected clients.
5+
Document Types
Invoices, statements, receipts & more
300–400
Clients Per Firm
Typical partner accounting firm
1,000+
Concurrent Businesses
Processed simultaneously at scale
24/7
Continuous Processing
AI agents never stop working
Build Financial AI Agents in Minutes
Visual agent builder with pre-built templates. Configure capabilities, define workflows, and deploy autonomous agents — no coding required.
Workflow Pipeline
Pre-built Agent Templates
Audit Agent
Full document analysisAutomated financial audit with anomaly detection, compliance checks, and risk scoring.
Tax Agent
CRA & provincial filingIntelligent tax preparation, deduction optimization, and multi-jurisdiction filing automation for CRA and provincial tax authorities.
Reconciliation Agent
Auto-match & resolveBank and ledger reconciliation with intelligent matching, discrepancy flagging, and auto-resolution.
Forecasting Agent
Scenario modelingRevenue and expense forecasting with scenario modeling, trend analysis, and budget recommendations.
Simple, Transparent Pricing
Choose the plan that scales with your financial operations. All plans include core platform access.
Starter
For small teams getting started with AI finance
- AI-powered bookkeeping
- 5 automated workflows
- Basic analytics
- Email support
- 3 integrations
Professional
For growing finance teams that need more power
- Full AI suite
- Unlimited workflows
- Advanced analytics
- Multi-provincial tax support
- Priority support
- Custom report builder
Enterprise
For large organizations with custom requirements
- Dedicated AI infrastructure
- Custom models
- SLA guarantee
- 24/7 dedicated support
- Custom model training
- On-premise deployment
Integrate in Minutes
Our RESTful API gives you programmatic access to the full power of the Finni AI engine. Analyze documents, calculate taxes, and trigger agents — all with a few lines of code.
import finni
# Initialize the Finni AI client
client = finni.Client(api_key="sk_live_...")
# Analyze a financial document with AI
result = client.documents.analyze(
file="invoice_2024_q4.pdf",
model="finni-ai-v2",
options={
"extract_line_items": True,
"classify_accounts": True,
"detect_anomalies": True,
}
)
# Access structured AI output
for entry in result.line_items:
print(f"{entry.account}: {entry.amount}")
# Output:
# revenue: $245,000.00
# accounts_receivable: $12,340.00
# tax_payable: $38,750.00Ready to Transform Your Finance Operations?
Join 500+ companies already using Finni.ai to automate their financial workflows with AI-powered document intelligence and autonomous agents.
No credit card required. 14-day free trial with full access.