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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.

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  • Works with Excel, PDF & CSV
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Compare Q3 actuals vs. budget and flag anything unusual in opex.q3_actuals.xlsx · q3_budget.xlsx

CL

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.

Explore all supported models

GPT

OpenAI

Versatile reasoning

General-purpose drafting, analysis, and long-form structuring.

Claude

Anthropic

Long-document review

Careful reading of dense contracts, filings, and policies.

Gemini

Google

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…

GP

GPT

Now stress-testing the covenant model…

LIVE
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

  1. 01Chat in one thread

    Start a task with any model. Attach spreadsheets, statements, and policies.

  2. 02Compare answers

    Run the same prompt across two models side-by-side when the stakes are high.

  3. 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.

  1. Attach sources

    Drop in spreadsheets, ERP exports, or last quarter's pack.

  2. Set the outline

    Use a saved template or let FInAI propose the structure.

  3. Generate the draft

    Narrative, tables, and charts written from your actual figures.

  4. Review & export

    Edit inline, resolve flags, then export PDF, DOCX, or slides.

Monthly finance report — October

DRAFT v0.9

6 of 7 sections drafted · 1 consistency flag resolved

GPT + Gemini

Consistency 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 findings

  • Cash flow doesn't tie to balance sheet

    High

    Change 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

    High

    Cell 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

    Medium

    Board 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

    Low

    Three 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

    Reporting

  • Budget vs. actual memo

    Report

    FP&A

  • Flux analysis write-up

    Report

    Accounting

  • Investor update

    Email + deck

    Comms

  • Audit PBC checklist

    Tracker

    Audit

  • QoE question list

    Document

    Advisory

  • 13-week cash flow review

    Analysis

    Treasury

  • Revenue recognition check

    Review

    Accounting

Saved workflow: Monthly flux memo

RUNS MONTHLY

  1. Trigger

    1st business day, 8:00

  2. Step 1

    Pull ERP export → normalize

  3. Step 2

    Run flux analysis (DeepSeek)

  4. Step 3

    Draft variance memo (GPT)

  5. Step 4

    Consistency sweep + flags

  6. 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.