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What we do

AI powered finance, from data to decision

One platform that reads your numbers, keeps your books current and tells you what to act on next. Here is everything FinSight AI does for your finance team, end to end.

01

Financial dashboard

Every number that matters in one live view. Cash position, revenue, expenses and outstanding invoices update in real time, so you always know where the business stands.

  • Real time cash and revenue view
  • Custom widgets for your priorities
  • Drill from summary into detail
  • Share views with your team
Overviewlive
Cash on handlive balance
$248k
Open invoicesawaiting payment
32
Runwayat current burn
14 mo
02

Automated data extraction

Stop typing numbers from paper and PDFs. FinSight AI reads invoices, receipts and bank statements, pulls out every field and files it in the right place, ready to review.

  • Reads invoices, receipts and statements
  • Captures line items and totals
  • Flags anything that looks off
  • Learns your suppliers over time
Extractionlive
Invoice 4471captured
done
Fields matchedconfidence high
99.4%
Time to processper document
3 sec
03

Transaction management

Reconciliation that runs on its own. Incoming and outgoing transactions are matched to the right records automatically, and only the genuine exceptions come to you.

  • Automatic matching across accounts
  • Duplicate and error detection
  • Clear queue of real exceptions
  • Full audit trail on every match
Reconciliationlive
Matched todayno action needed
1,204
Needs reviewflagged for you
6
Audit trailevery change logged
on
04

Workflow automation

Build the approvals and routines your finance team runs on. Route bills for approval, schedule recurring entries and trigger actions the moment a condition is met.

  • Approval routing for bills and payments
  • Recurring entries on a schedule
  • Rules that trigger on your terms
  • No code setup for your team
Workflowslive
Bill approvalsthis week
48
Scheduled runsactive
12
Rules firingautomated
27
05

Reporting and analytics

The reports your board and your bank need, ready when you are. Profit and loss, balance sheet and cash flow build themselves and stay current down to the day.

  • Profit and loss, balance sheet, cash flow
  • Always current, never rebuilt by hand
  • Export to PDF and spreadsheet
  • Trends and comparisons built in
Reportslive
Monthly closefaster than before
70%
Statementsready to send
3
Insightssurfaced this month
18
06

Budgeting and forecasting

See what is coming before it arrives. FinSight AI forecasts cash flow from your live numbers, compares plan against actual and warns you early when something drifts.

  • Cash flow forecast from live data
  • Plan against actual, side by side
  • Early warning on variances
  • Scenario planning for what if
Forecastlive
Projected cashin 90 days
$312k
Plan vs actualon track
+4%
Next alertwatching
none
07

Tax and compliance

Stay ready for tax season all year. Records are kept clean and complete, obligations are tracked and the trail is there when you need to prove it.

  • Clean records kept year round
  • Obligations tracked and reminded
  • Documents organised for filing
  • Complete audit ready history
Compliancelive
Records completeready to file
yes
Next deadlinereminder set
21 days
Audit readytrail intact
on
08

Integrations

FinSight AI fits the stack you already run. Connect your accounting tools, banks and payment providers, and your data flows in and out without copy and paste.

  • Connects to accounting platforms
  • Links banks and payment providers
  • Two way sync keeps data current
  • Set up in minutes, not weeks
Connectionslive
Accountingconnected
synced
Bank feedslive
4
Paymentsconnected
on
09

Controls and settings

Give the right people the right access. Set roles, protect sensitive data and keep a clear record of who did what, all from one place.

  • Role based access for your team
  • Sensitive data protected by design
  • Clear log of every action
  • Controls that scale as you grow
Controlslive
Team memberswith roles set
9
Protected dataencrypted
on
Activity logalways on
on
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Put the whole platform to work on your numbers

Book a free demo and we will show you these features running on your own data.