Powered by 3 Specialized AI Agents

Your Private AI-Native FP&A - Always On, Always Accurate

FinSights is your unified finance intelligence layer - built quickly on your own Excel and ERP data. Powered by 3 AI agents working 24/7 as your experts for automated financial reporting and insights.

From only $1,000/month

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MK
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2,400+ finance professionals trust us
Try It Yourself

Meet FinSights - Your AI Copilot for Reporting Across Excel and ERP Data

Click any question to see how FinSights transforms your data.

Chat with Report Agent

Select a question below to see how I can help you with your financial analysis.

Click a question to try:
The Problem

Your Systems Have the Data - Reporting Still Isn’t Flexible Enough

Reporting Requires Manual Excel Exports

Teams rely on manual exports to build reports - wasting time every cycle.

Hard to Combine Data Across Systems

Finance data lives in silos - consolidation is slow and error-prone.

Budget vs. Actuals Is Manual

Reconciliation takes days and extends month-end close.

Limited Ad-Hoc Analysis

Every new question requires custom reports or Excel workarounds.

BEFORE
#REF! Error in cell D4
AFTER
Revenue Dashboard
Live
Revenue
$1.2M
Growth
+24%
AI-Powered Finance Team

Meet Your AI Finance Agents

Each agent is specialized in a different aspect of finance. Chat naturally, get instant answers, and watch them work together to solve complex problems.

Report Agent

Responds in <3 seconds

Instant financial reports in seconds.

Capabilities
Instant P&L generationCustom report templatesMulti-format export
Example Conversation
Create a monthly P&L report for Q4

I've generated your Q4 P&L report. Revenue is up 18% YoY at $2.4M, with gross margin improving to 42%. Want me to drill down into any specific line item?

The Solution

Your Data - Perfectly Modeled for Modern Finance Teams

We already understand the structure of your core financial and operational systems - GL, AP, AR, budgets, entities, dimensions, charts of accounts, and custom fields. Finsights creates a unified source of truth from your systems + Excel in weeks - and replaces 100% of manual reporting.

FP&A Templates, Ready Out of the Box – P&L, cash flow, budgets, KPIs
Instant Multi-Dimensional Reporting – Entity, department, project, fund
Perfectly Modeled Finance Data – GL, AP/AR, budgets, custom dimensions
Audit-Ready, Finance-Grade Accuracy – Every number traceable to source
Chat With Your Data – Ask questions, get reports and insights instantly
No Heavy BI – Live in weeks with real-time data from day one

Why CFOs Choose Finsights Over Spreadsheet Server

Live data. Smarter reporting. Better user experience - at a fraction of the cost.

Feature
F
Finsights
Traditional Platforms
Implementation Time
Days to weeks
Months to a year
AI-Powered Automation
Built-in AI agents for reporting
Limited AI capabilities
Excel Integration
Works directly with your Excel models
Requires data migration
Annual Cost
Up to $10,000
$45K - $4.1M+
Learning Curve
Minimal - natural language queries
Steep - extensive training required
Support for SMB
Built for growing companies
Enterprise-focused, complex
Time Savings Calculator

We Don't Help You Work Faster - We Remove the Work Entirely

See how many hours you could reclaim every month by automating your financial reporting workflow.

Rows of data50,000
Number of ERPs2
Number of currencies3
Hours per report4h
Reports per month8
You could save
53hours/month
= 7 more evenings with your family
106
Coffee breaks saved
$3,975
Value per month
Accuracy & Trust

Never Present Wrong Numbers Again

Your reputation depends on accurate data. Our system ensures every number is traced back to its source, with zero manual intervention.

Real-time sync with ERP
No manual formulas
No VLOOKUP errors
Automatic historical versions
Accurate to the source database
MicrosoftPartner

"Consolidated NOI reporting across 47 properties used to take our team 3 days every month. Now it's instant. The drill-down from portfolio to property to unit level is exactly what we needed."

DM
David Martinez
CFO, Coastal Properties Group
3 AI Agents Ready to Work for You

Your AI CFO Team Is Ready. Start the Conversation.

3 AI agents, unlimited questions, instant answers. Join hundreds of finance teams who now have a CFO in their pocket.