GPT
OpenAI
Versatile reasoning
General-purpose drafting, analysis, and long-form structuring.
Multiple AI models. One finance workspace.
FInAI brings every frontier AI model, your financial data, and your recurring workflows into one professional workspace — so analysts, accountants, and finance teams stop juggling tabs and start finishing work.
- No credit card required
- Works with Excel, PDF & CSV
- Set up in minutes
Workspace / Chat
Compare Q3 actuals vs. budget and flag anything unusual in opex.q3_actuals.xlsx · q3_budget.xlsx
Built for the people who run the numbers
- Financial Analysts
- Accountants
- Auditors
- FP&A Teams
- Consultants
- Investment Professionals
- CFO / Finance Teams
- Researchers
Multi-model workspace
One conversation. Every frontier model.
No more tab-hopping between AI tools or losing your place mid-task. In FInAI, GPT, Claude, Gemini, DeepSeek, and other supported models live in the same thread — switch mid-conversation without losing context.
Claude
Anthropic
Long-document review
Careful reading of dense contracts, filings, and policies.
Gemini
Multimodal context
Works across text, tables, and scanned document images.
DeepSeek
DeepSeek
Cost-efficient depth
Strong reasoning per credit — useful for bulk runs and sweeps.
Same thread · same context
CL
Claude
Reviewed the 48-page credit agreement…
GPLIVE
GPT
Now stress-testing the covenant model…
DE
DeepSeek
Sweeping all 214 line items overnight…
Switch models mid-task — files, prior answers, and your notes travel with the thread where technically possible.
How teams use it
01Chat in one thread
Start a task with any model. Attach spreadsheets, statements, and policies.
02Compare answers
Run the same prompt across two models side-by-side when the stakes are high.
03Keep the best output
Pin the version you trust — full history stays attached to the thread.
Financial analysis
Analysis that starts from your numbers.
General-purpose chatbots guess. FInAI grounds every answer in the files and figures you attach — spreadsheets, statements, filings, and policies — and shows its sources so reviewers can verify.
FP&A
Variance & flux analysis
Compare actuals, budget, prior periods, and forecasts. Get driver-level commentary you can defend in a review meeting.
Analysis
Ratio & trend analysis
Liquidity, leverage, margin, and working-capital ratios computed from your own schedules — with the formula shown.
Planning
Scenario modeling
Flex revenue, headcount, or rates and see the cascading effect on P&L, cash, and covenants before you commit.
Research
Document intelligence
Extract key figures from filings, contracts, and statements with page-level citations back to the source.
Excel
Spreadsheet review
Point FInAI at a workbook to map its structure, trace precedents, and summarize what each tab actually does.
Controls
Calculation checks
Re-run formulas and reconciliation logic independently, then show you exactly where results diverge.
5+frontier model families
30+file types supported
1workspace for every task
Report builder
From raw files to board-ready reports.
Give FInAI your sources and a template. It drafts the narrative, builds the tables, inserts the charts, and keeps every number traceable to the file it came from — so the review pass takes minutes, not days.
Attach sources
Drop in spreadsheets, ERP exports, or last quarter's pack.
Set the outline
Use a saved template or let FInAI propose the structure.
Generate the draft
Narrative, tables, and charts written from your actual figures.
Review & export
Edit inline, resolve flags, then export PDF, DOCX, or slides.
Monthly finance report — October
6 of 7 sections drafted · 1 consistency flag resolved
GPT + GeminiConsistency engine
Every number, checked before anyone else sees it.
Spreadsheets don't ship with a spell-checker for figures. FInAI cross-examines your work — statements against schedules, decks against models, this month against last month — and flags potential issues for your review before they reach the CFO.
Broken ties
Cross-statement and cross-tab reconciliation checks
Formula errors
Range checks, broken references, and logic sweeps
Inconsistencies
The same figure quoted differently across documents
Findings are advisory. FInAI surfaces potential issues with citations — a human always makes the final call.
Review queue — q3_close_v4.xlsx
4 findingsCash flow doesn't tie to balance sheet
HighChange in cash of $2.1M in the cash flow statement differs from the balance sheet delta ($1.9M) by $0.2M. Possible FX translation line missing.
Depreciation formula references wrong range
HighCell F42 in 'Fixed Assets' sums rows 12–30; the schedule extends to row 34. Two new assets added in September are excluded.
Revenue mismatch between deck and model
MediumBoard deck slide 4 shows Q3 revenue of $24.9M; the model tab and actuals file both show $24.8M. Rounding or a stale export is likely.
Unmapped accounts in flux schedule
LowThree GL accounts (6410, 6412, 6415) are missing mapping rules and were excluded from the flux analysis rollup.
Q3 FY26 — Board Summary
Title
Financial highlights
KPIs + charts
Revenue performance
Chart + narrative
Opex & variance drivers
Table
Cash & runway
Chart
Risks & asks
Narrative
Presentation builder
Decks your CFO will actually read.
Turn any analysis into a branded presentation. FInAI follows your house template — fonts, colors, chart styles — writes the storyline, and keeps slide numbers in sync with the underlying model.
Your brand, enforced
Templates lock typography, palette, and chart styling.
Numbers stay in sync
Slide figures link back to the analysis that produced them.
Narrative included
Speaker notes and commentary drafted per slide.
Export anywhere
PPTX and PDF output that survives round-tripping.
Finance AI agents
Hire agents for the work you repeat.
Agents combine your instructions, templates, and chosen models into semi-autonomous coworkers. They prepare the first pass — you keep the final say. Every output arrives as a draft with sources attached.
Human-in-the-loop by design. Agents propose, you approve. Nothing posts, sends, or files itself.
FP&A
Variance Agent
Compares actuals vs. budget vs. prior period, drafts the commentary, and cites the drivers it found.
Output: Variance memo + exhibit tables
Accounting
Close Agent
Walks your close checklist, ties schedules, and flags items that need a human sign-off before posting.
Output: Close status report
Audit
Audit Prep Agent
Organizes PBC requests, tests consistency across schedules, and prepares reviewer-ready workpapers.
Output: PBC tracker + findings
Advisory
Diligence Agent
Reads data rooms, extracts key financials, and builds a first-pass quality-of-earnings question list.
Output: Diligence brief
CFO Office
Board Pack Agent
Assembles the monthly board deck from your templates — KPIs, charts, and commentary in your brand.
Output: Board deck (PPTX)
Research
Document Reader Agent
Ingests filings, policies, and statements; answers questions with page-level citations you can verify.
Output: Cited answer set
Templates & workflows
Turn recurring work into one click.
The monthly board pack, the flux memo, the audit checklist — you do the same things every month. Save any prompt, outline, or multi-step process once, then run it forever with your files and your format.
Template gallery
8 of 120+Monthly board pack
Deck + commentary
ReportingBudget vs. actual memo
Report
FP&AFlux analysis write-up
Report
AccountingInvestor update
Email + deck
CommsAudit PBC checklist
Tracker
AuditQoE question list
Document
Advisory13-week cash flow review
Analysis
TreasuryRevenue recognition check
Review
Accounting
Saved workflow: Monthly flux memo
RUNS MONTHLYTrigger
1st business day, 8:00
Step 1
Pull ERP export → normalize
Step 2
Run flux analysis (DeepSeek)
Step 3
Draft variance memo (GPT)
Step 4
Consistency sweep + flags
Review
Assign to: you + controller
Reuse means leverage: your workflow already knows the sources, the model for each step, and who reviews the output.
Intelligent routing
Work keeps moving — even at the limit.
You send a task. FInAI picks a suitable model and gets to work. If that model reaches an applicable usage or credit limitation, the platform is designed to continue on another suitable available model — preserving the relevant workflow context where technically possible — so a busy month-end doesn't become a hard stop.
The routing principle
YouFinance AI workspaceModels
One entry point in, many models out — with failover designed to preserve your context.
You
Finance AI workspace
Claude
GPT
Gemini
DeepSeek
Finished work
Task running on Claude
Your task is routed to the model best suited for it.
Task-aware selection
Admins set which models are preferred for which task types — document review, long sweeps, quick drafts.
Usage-aware failover
When a model hits an applicable usage or credit limitation, work continues on another suitable model instead of stopping.
A complete audit trail
Every answer records which model produced it, so reviews and audits stay clean.
You stay in control
Routing rules, model availability, and spend limits are governed by your workspace admins.
Pricing & Plans · UK Accounting & Finance
One subscription. Every agent included.
Automate the repetitive work. Keep accountants firmly in control. Every plan includes full access to our ready-made agent library with human review on every output.
Launch Pricing: £5 cut applied across all user plans
UK GDPR Compliant• Zero AI Training On Your Data• Human Approval Required• Connects with Xero, QBO & Excel
Quick Select:
Currently focused on Professional Plan: £174 / user / month · For growing accounting firms & FP&A teams
£5 Cut Applied
Starter
For small practices & sole practitioners
Essential AI automation to eliminate repetitive admin and manual data prep.
£99£94/ user / month
£5 cut applied per user every month
Seats:Up to 10 users
Agents:25+ ready-made agents
Support:Standard UK business hours
What's included:
- Up to 10 team seats
- 25+ accounting & finance agents
- Bookkeeping & bank reconciliation
- VAT preparation & transaction checks
- Client document chasing & email drafting
- Xero & QuickBooks live connectors
- Human approval before anything is finalised
- UK GDPR & SOC 2 aligned security
- Full audit trail for every calculation
Most Popular · £5 Cut
Professional
For growing accounting firms & FP&A teams
The complete AI coworker fleet across all accounting service lines.
£179£174/ user / month
£5 cut applied per user every month
Seats:Unlimited team seats
Agents:50+ full agent library
Support:Priority UK support with 2h SLA
What's included:
- Everything in Starter, plus:
- 50+ ready-made accounting & finance agents
- Bookkeeping & automated month-end close
- VAT workings & comprehensive VAT returns
- Payroll workflows & variance analysis
- Personal tax (I&E workings & self-assessment)
- Corporation tax (CT600 workings & review)
- Year-end accounts & management accounts
- Live Outlook & Excel add-ins
- Client-specific AI context & mailbox memory
- Unlimited usage (fair-use policy)
- Firm workflow & productivity analytics
Best for Scale · £5 Cut
Practice
For established practices & multi-partner firms
Firm-wide rollout with custom agents, team permissions, and dedicated onboarding.
£249£244/ user / month
£5 cut applied per user every month
Seats:Unlimited seats across branches
Agents:Unlimited + Custom Agents
Support:Dedicated account manager & 24/7 priority
What's included:
- Everything in Professional, plus:
- Unlimited accounting & finance agents
- Custom agents tailored to your firm's processes
- Multiple teams, branches & department workspaces
- Advanced role-based permissions & firm audit logs
- Practice-wide knowledge base & document search
- Multi-step partner sign-off approval workflows
- Dedicated implementation & onboarding specialist
- Usage, time-saved & partner productivity reporting
- Custom billing & consolidated invoicing
Custom Deployment
Enterprise
For larger accounting groups & multi-office firms
Bespoke AI infrastructure, custom integrations, and dedicated security.
Custom
Tailored to your firm size & integrations
Seats:Enterprise-wide deployment
Agents:Bespoke proprietary agents
Support:24/7 dedicated engineering pod
What's included:
- Everything in Practice, plus:
- Bespoke AI agents built for proprietary software
- Multi-office global rollouts with data residency
- Custom ERP & accounting system connectors
- Single Sign-On (SAML / Okta / Azure AD)
- Zero-retention data privacy guarantees
- Full REST & streaming developer API access
- Dedicated implementation pod & solution architect
- 99.9% uptime SLA with financial guarantees
- Custom training workshops for partner & audit teams
Practice Capacity Calculator
Calculate your firm's capacity created.
Don't just buy another software license. Add autonomous capacity to your existing practice without hiring overhead.
10 people
1 solo practitioner10 firm standard25 growing practice50+ multi-office
Average savings: 10 hours/week per personStandard billable rate: £35/hr
Projected Capacity Output
Hours saved weekly
100 hrs/wk
Capacity created yearly
5,200 hrs/yr
Estimated annual client capacity unlocked:
£182,000
Equivalent to ~3.3 full-time qualified accountants added to your practice.
Recommended Plan:
Professional (Most Popular)
What's Included Across Every Plan
One subscription. Your whole practice.
Don't pay separately for isolated point tools. FinAI provides specialized agents across every major accounting service line.
Bookkeeping
- Automated invoice & bill posting
- Bank reconciliation & match suggestions
- Missing receipts automated chasing
- Vendor duplicate payment detection
Connects:QuickBooksXeroSage IntacctExcel
VAT & Tax Compliance
- Quarterly VAT return preparation
- VAT box review & exception reports
- Cross-border transaction checks
- Partial exemption computations
Connects:HMRCXeroQuickBooksAvalara
Payroll
- Monthly payroll journals & variance checks
- Gross-to-net discrepancy warnings
- Payroll query email drafting
- Pension & auto-enrolment reconciliation
Connects:BrightPayGustoQuickBooksOutlook
Accounts & Close
- Year-end statutory accounts preparation
- Monthly management accounts pack
- Balance sheet lead schedules
- Fixed asset schedule rollover
Connects:XeroQuickBooksExcelWord
Corporation & Personal Tax
- CT600 corporation tax workpaper draft
- Self-assessment personal tax schedules
- R&D tax credit documentation review
- Capital allowances computations
Connects:HMRCUltraTax CSCCH AxcessExcel
FP&A & Advisory
- 13-week rolling cash flow forecasts
- Budget vs actual variance commentary
- Scenario & sensitivity modeling
- Executive board decks in minutes
Connects:ExcelGoogle SheetsPowerPointCSV
The Capacity Shift
Instead of selling "AI", we sell the capacity it creates.
How routine partner and associate hours transform into high-margin advisory time:
| Your team spends time on | FinAI Agent Handles (Drafts & Checks) | Your Accountants Focus On |
|---|---|---|
| Bank reconciliations | Auto-matching, rule suggestions & exception flagging | Review & final professional judgement |
| Invoice & bill processing | OCR extraction, GL coding & duplicate check | One-click approval & authorization |
| VAT workings & filings | Cross-ledger checks, rate validation & draft boxes | Technical review & client sign-off |
| Payroll journal reconciliation | Variance analysis & automated audit check | Exceptions review & manager sign-off |
| Client records chasing | Automated polite chasing with missing lists | High-touch client advisory & advisory fees |
| Year-end working papers | Draft lead schedules, ties & ratio trends | Audit-grade technical review & filing |
| Management reporting | Data collation, chart generation & variance notes | Strategic advisory & board presentation |
Governance & Trust Principle
Your accountants always stay in control.
Nothing gets submitted, filed, or sent without human review. Every agent is built around four rigorous checkpoints:
01
Prepare
Agent ingests source documents, invoices, bank feeds, or ledger data to draft the preliminary workpapers.
02
Check
Automated mathematical tie-outs, cross-period consistency checks, and tax rule verification highlight exceptions.
03
Review
Your qualified accountant inspects findings with complete audit trails and clickable citation links.
04
Approve
Only a verified human team member can authorize final submissions, reports, or journal postings.
Detailed Plan Comparison
Which plan is right for your firm?
Clear transparent features across every tier with zero hidden add-ons.
| Feature / Capability | Starter (£94) | Professional (£174) | Practice (£244) | Enterprise |
|---|---|---|---|---|
| Ready-made accounting agents | 25+ agents | 50+ full fleet | Unlimited | Unlimited + Bespoke |
| Bookkeeping & Bank Rec | ✓ | ✓ | ✓ | ✓ |
| VAT Workings & Exception Checks | Core VAT | Advanced VAT | Advanced VAT | Custom VAT & Cross-Border |
| Payroll Variance & Email Drafting | — | ✓ | ✓ | ✓ |
| Corporation Tax (CT600) & Personal Tax | — | ✓ | ✓ | ✓ |
| Outlook & Excel Add-ins | Excel only | Excel + Outlook | Excel + Outlook | Full Suite + API |
| Practice Knowledge & Mailbox Context | Basic | Multi-client | Practice-wide | Dedicated Isolated Instance |
| Custom Agents for Firm Workflows | — | — | ✓ Up to 10 custom | Unlimited custom |
| Team & Department Permissions | Single team | Standard RBAC | Granular multi-branch | Custom SSO & SCIM |
| Implementation & Training | Self-service guide | Guided onboarding | Dedicated specialist | Executive pod |
| Support SLA | Business hours | Priority (2h SLA) | Priority 24/7 | 15-min dedicated SLA |
Frequently Asked Questions
Everything you need to know about pricing.
Give your accountants their time back.
Your clients don't need more administrative delays. Your team doesn't need another disconnected system. Your practice needs more capacity.
No credit card required · Instant setup · Cancel anytime · UK GDPR aligned