AI Finance Partner

Ask your
financials anything

Get precise, data-backed answers. Ask Fina understands your business context, reads your live financial data, and gives you answers you can trust.

Can you show me our cash flow?

What's our current burn rate?

How does our spending compare to last quarter?

What are our top expenses this month?

Ask Fina Anything...

Natural Questions, Real Answers

Ask business questions in plain English and get direct answers from your financials and documents.

Data Pull

QuickBooks
Ramp
Mercury

Burn Cross Check

QBO burn:
Bank net:
Card spend:
Variance:$0

Answers You Can Trust

Every response is tied to real numbers, models, and source files, not assumptions.

How many employees do we have

Analyzing headcount information

I need an answer about headcount but can't rely on memory from Gusto because it's not connected.

Fastest way to get an exact number

1. Connect Gusto in SettingsIntegrations

2. Then I can pull:

No Guesswork

If required data is missing or incomplete, Ask Fina tells you what's needed before giving an answer.

Integration hub showing connected systems

Grounded in Your Systems

Every insight is based on your actual systems like accounting, payroll, revenue data, and dataroom, with sources clearly referenced.

Built on Transparent Financial Logic

See exactly how results are derived, with clear inputs, assumptions, and step-by-step logic.

Ask

"What should I raise at for my next round?"

Gather

Pulling from QBO, bank accounts, and data room

Clarify

"Are you optimizing for dilution or runway?"

Analyze

Comparing runway, growth rate, and market comps

Recommend

"Here are 3 scenarios based on your targets..."

Refine

"Want me to adjust for a different growth rate?"

One terminal
Fast answers

Analyze

Instantly query your general ledger and historical records to understand exactly where your runway is going.

Predict

Model complex 'what-if' scenarios in seconds. Fina uses real-time trends to project runway with expert precision.

Review

Automated variance detection flags abnormal billing and budget drift before they reach your weekly sync.

Synthesize

Fina drafts monthly summaries and board materials directly from your live financial source-of-truth.

Ask Fina

Better Decisions,
Less Uncertainty

Act confidently in the moments that matter, from hiring and spending to fundraising and board conversations.