Automating financial reporting enables finance teams to close the month faster and focus on driving real business actions.

 Cut down on manual data collection for your P&L, balance sheet, and cash flow statement, and let the finance team’s true value shape business outcomes.

ML for anomaly detection and rolling forecasts

Automated KPI reporting by teams (e.g., Marketing, Sales, Engineering)

Automated GTM efficiency metrics (LTV/CAC/Payback)

Tailored investor reporting

Actuals vs. Plan automation with insight generation

Gain time for analysis by automating consolidation and reporting, then leverage advanced tools to deliver actionable insights that increase revenue and reduce costs.

Finity AI makes it easy to collaborate with colleagues throughout the planning cycle, because budgeting and forecasting shouldn’t be a solo job.

ML-powered forecasting for cash flow, P&L, and balance sheet.

A blend of top-down and bottom-up approaches, with room for leadership input and expectations

Smooth collaboration with other teams by keeping all budget and forecast communication in one place

Track versions, feedback, and status across departments, teams, and stakeholders

YoY comparison of plan versus actual run rate

Chat on Financials: interactive Q&A chat bot where users can drill into details, ask “why” questions regarding financials.

AI Briefs: auto-generated, tailored summaries of financials (monthly close, KPIs, variances).

Integrate with your accounting software, ERP, CRM, HRIS, payment system, etc. to consolidate the data from your Excel spreadsheets and data systems

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