What Finney actually does
Two timelines, mapped from real engagements. Click any phase to see the workflows Finney runs and the result it delivers.
Daily Operations (Day 1-20)
Morning Calendar and Email Briefing
Your agent delivers a daily briefing to Slack every morning: today's calendar across all accounts, email highlights sorted by priority, and flagged action items. Runs autonomously.
Unified Cash Position Dashboard
Your agent consolidates bank accounts, investment accounts, and cash flow forecasts into a single dashboard with transaction parsing and 7-30 day liquidity forecasting.
CSV-to-Report Pipeline
Upload any CSV and get a beautiful interactive pivot report with charts, financial statement tables with expand/collapse, and CSV export. Accounting format included.
Transaction Analysis at Scale
Your agent queries millions of transactions across hundreds of accounts and platforms. Slice by entity, counterparty, time period, or classification. Export results as CSV.
Every play, in one grid
60 use cases pulled from real deployments. Filter by what you need.
Automated Daily Prospecting
Your agent finds 2 qualified contacts every business day. It researches their background, identifies signals of interest, and drafts a personalized outreach message ready to send.
Multi-Persona Pipeline
Run parallel pipelines targeting different buyer personas. Each pipeline has its own qualification criteria, outreach templates, and objection handling tailored to the specific audience.
Revenue Ops Orchestration
A CRO agent owns your revenue target, delegates to SDR and marketing agents, manages pipeline stages, and produces weekly revenue forecasts with honest deal-by-deal analysis.
Pipeline Without a CRM
Your agent manages your entire pipeline in simple files. It orchestrates 5-touch email sequences, logs replies, and tracks every deal from first contact through close.
Pre-Meeting Prospect Research
Before every call, your agent researches the prospect's company, leadership, and financials. You walk in with a standardized research brief, not a blank page.
Custom Proposal in Minutes
Describe the engagement and your agent produces a polished HTML proposal: cover page, current state analysis, approach with a phased delivery arc, pricing, and terms.
IT Security and RFP Response
Your agent produces IT review documents, security questionnaire responses, and RFI/RFP materials tailored for the prospect's procurement team.
Tailored Meeting Prep and Demo
For each prospect meeting, your agent researches the company, builds a custom presentation deck, and configures a live demo environment tailored to their industry.
High-Stakes Presentation Builder
Your agent builds complete session plans and interactive presentations for investor meetings, board presentations, and industry conferences. Click-to-expand details, embedded data.
One-Click Engagement Team
A single command deploys a complete 9-agent team for every new client: engagement manager, reconciliation engine, workpaper agent, reporting, comms, chatbot, and onboarding.
Client-Facing Self-Service Chatbot
Give your clients a read-only agent that answers their questions about engagement progress, financial status, and documents. It can never modify data.
Human-Approved Client Comms
Your agent drafts status update emails, kickoff messages, and scope change notices. Nothing sends without your explicit approval.
Six-Agent Tax Consulting Team
Deploy a full tax consulting team: project manager, researcher, data analyst, engineer, workpaper assembler, and quality reviewer. Each specialist handles their lane.
Automated Reconciliation Dashboard
Your agent builds a multi-layer reconciliation dashboard: matching transactions across data sources, detecting break types, tracking investigations, and enforcing dual approval.
Audit-Ready Workpapers
Your agent produces work papers, schedules, and templates from financial data, formatted to your firm's standards and ready for external audit review.
Leave-Behind Client Tools
Your engineer agent builds custom dashboards, compliance calendars, and tracking tools that clients use independently after the engagement ends.
Engagement Transition Deliverable
Your agent builds a comprehensive handoff document covering all workstreams in one interactive HTML presentation with embedded visuals and navigation.
Unified Cash Position Dashboard
Your agent consolidates bank accounts, investment accounts, and cash flow forecasts into a single dashboard with transaction parsing and liquidity forecasting.
Multi-Layer Reconciliation
Your agent reconciles across three data layers, detects 9 break types, manages investigation workflows, and enforces four-eyes approval.
Treasury Operations with Guardrails
Your agent executes treasury operations programmatically, but requires explicit human confirmation before any financial action.
Interactive P&L from Raw Data
Upload raw financial data and your agent builds a filterable, drillable P&L with department selectors, multi-level drilldown, and accounting-format numbers.
CSV-to-Report Pipeline
Upload any CSV and get a beautiful interactive pivot report with charts, financial statement tables, expand/collapse, and CSV export.
Transaction Analysis at Scale
Your agent queries millions of transactions across hundreds of accounts and platforms. Slice by entity, counterparty, time period, or classification.
Weekly Balance Updates with Validation
Your agent pulls balances from multiple data sources, validates integrity, and generates interactive pivot reports on a weekly schedule.
Automated Record Matching
Your agent matches records across systems using fuzzy logic and tolerant matching. Flags only the true exceptions for human review.
Revenue Recognition Transformation
Your agent drives the shift from manual revenue reporting to automated, audit-ready processes. Evaluates methodology, identifies gaps, tracks workstreams.
SOC 1 Readiness Support
Your agent supports compliance readiness: mapping control objectives, analyzing documentation, and tracking remediation items with long-term engagement memory.
Strategic Network Advisory
Your agent advises on network positioning, validator strategy, and app development roadmaps with competitive landscape analysis and ecosystem intelligence.
AI-in-Finance Knowledge Base
Your agent maintains a living wiki of AI use cases across every finance function. Organized by maturity tier and evidence type. Continuously updated.
Automated Content Pipeline
Your agent scrapes 16 creators weekly, classifies each post, and publishes approved content as structured guides with modules and steps.
Finance Function Pulse Feeds
Each finance function page has a live feed of the most relevant AI news and practitioner insights, maintained by agents scanning social media and research.
Finance AI Vendor Radar
Your agent tracks the vendor landscape: who's raising, shipping, or declining. Categorizes by tier and detects AI-washing.
AI Adoption Signal Tracking
Your agent scans practitioner channels for what finance professionals actually do with AI. Surfaces adoption patterns, workflow changes, and role impacts.
Interactive AI Timeline
A living timeline of major AI events filtered for finance relevance. Model releases, product launches, funding rounds, and regulatory shifts.
Daily LinkedIn Thought Leadership
Your agent scans your team's daily activity and publishes a numbered LinkedIn post documenting what you built and delivered.
Data-Driven Content Strategy
Your agent analyzes top creators' posting patterns, engagement metrics, and hook types. Produces a statistical playbook all your content agents follow.
Visual Content Card Creator
Your agent designs branded visual cards for social media image posts with consistent styling and professional effects.
Voice-Matched Article Writer
Your agent shapes raw thoughts into polished long-form articles that sound exactly like you. Consistent cadence without ghostwriter fees.
Finance AI Job Board Curation
Your agent finds finance roles involving AI, deduplicates, and posts to multiple job boards simultaneously. Posts announcements to LinkedIn automatically.
Content Repurposing Pipeline
Your agent converts research outputs into channel-ready formats: LinkedIn posts, newsletter digests, podcast segments, and executive summary emails.
Slack Community Management
Your agent manages a Slack community channel: 2-3 posts per week with wiki spotlights, discussion starters, and hot takes. Welcomes new members and replies to threads.
Autonomous Weekly Show Prep
Your agent discovers 20-25 trending stories, proposes segments with slides, and builds a complete content bank for hosts to cherry-pick from.
Guest Research Briefs
Your agent produces comprehensive guest research: background, expertise, talking points, interview questions, and a ready-to-read on-air intro script.
End-to-End Video Editing
Your agent handles the full editing pipeline: filler word removal, intro/outro placement, YouTube metadata generation with timestamped chapters, and social media clips.
Visual Content Cards from Articles
Your agent analyzes articles, produces concise summaries, and generates premium visual content cards for social media sharing.
Interactive AI Training Courses
Your agent builds structured training materials with quizzes and checklists. Four curriculum levels from foundations to advanced, grounded in real adoption data.
Agent Suite Deployment
Pre-built agent teams deploy in minutes: 20-agent controllership team or 13-agent consultant team. Includes onboarding questions, skills, boards, and integrations.
Cross-Agent Super Visibility
A super agent reads conversation logs, memory, tasks, and goals across 150+ agents. Detects patterns and provides platform-wide intelligence no individual agent can see.
Multi-Channel Access
Every agent is reachable from Slack, Telegram, Discord, iMessage, WhatsApp, or the Web UI. Same agent, any channel, any device.
Direct Channel Posting
Agents can post proactively to any Slack channel, including Slack Connect channels shared with external organizations. No manual posting needed.
Data-Driven LinkedIn Playbook
All posting agents follow a statistically validated playbook. Consistent formatting, proven hook patterns, and optimized CTAs across every post.
Morning Briefing Board
Start every day with a glanceable dashboard showing email headlines and calendar events across multiple accounts. One screen, no inbox scrolling.
AI-in-Finance Trending Board
Two widgets track what's trending across AI + finance and frontier AI labs. Updated daily via autonomous scans.
Unified Context Board
An auto-generated digest pulls activity across email, calendar, Slack, and Notion into a single board widget. One view of everything that happened.
Content Pipeline Board
Four widgets show sourcing pipeline status, job board activity, and guide creation progress. Your editorial team sees everything at a glance.
Crypto Tax Preparation
Your agent ingests exchange ledgers, analyzes transaction history, calculates cost basis, and generates PDFs with acquisition dates and gain/loss columns.
Comparative Market Analysis
Your agent finds comparable properties, calculates adjustments, and generates a formatted CMA report with CSV data and HTML visualization.
Simulated Chat Demos
Self-contained HTML widgets simulate agent conversations with typing animations and tool use indicators. Embedded on marketing pages, no backend required.
Video Demos for LinkedIn
Your agent creates animated HTML compositions with data visualizations and text effects, rendered to video and posted to LinkedIn autonomously.
Interactive Presentation Decks
Your agent builds polished slide decks with animated diagrams and real data for any audience. Self-contained HTML, works offline.
Find your workflow? Put Finney on it.
Free for 60 days. No card required.