Financial AI command center for modern businesses
Turn your financial data into competitive advantage with AI-powered predictions, automated optimization, and strategic intelligence

Stop reacting to financial problems. Start preventing them with AI.


crunches before they happen.


business automatically








Join CFOs who've transformed their financial operations from cost centers to strategic advantages
See how Finly turns data into decisions in your first demo
Financial AI built for your business model
AI CFO Copilot
Turn your financial data into competitive advantage with AI-powered predictions, automated optimization, and strategic intelligence



Smart Treasury Optimizer
Never Leave Money on the Table Again



Predictive Cash Flow Engine
See 12 Months Ahead with AI-Powered Precision



Capital Allocation Intelligence
Invest Every Dollar Where It Works Hardest



Compliance & Tax Intelligence
Turn Compliance from Cost to Cash



Your Complete Financial Vitals in One Score
See your value in 5 seconds
Based on companies similar to yours
Why Finly vs. Traditional financial tools
Enterprise Pricing Built
for Your Growth
Predictable pricing, exceptional ROI.
- AI Cash Flow Forecasting
- Smart Treasury Optimizer
- Capital Allocation Dashboard
- Basic AI CFO Copilot
- Email + basic integration support
- Integrations with Quickbooks, Gusto, Rippling, etc.
- Priority support and Account Manager
- Team-based planning
- Executive Wealth Layer
- Sync with banking APIs
- Enhanced AI recommendations
- White-label or co-branded options
- Custom analytics dashboards
- Dedicated onboarding & fractional CFO support
- Custom API Access
- Add-on: Employee Wealth Engine
(save $1,200 vs monthly)
- AI Cash Flow Forecasting
- Smart Treasury Optimizer
- Capital Allocation Dashboard
- Basic AI CFO Copilot
- Email + basic integration support
(save $5,000 vs monthly)
- Integrations with Quickbooks, Gusto, Rippling, etc.
- Priority support and Account Manager
- Team-based planning
- Executive Wealth Layer
- Sync with banking APIs
- Enhanced AI recommendations
(talk to us to know more)
- White-label or co-branded options
- Custom analytics dashboards
- Dedicated onboarding & fractional CFO support
- Custom API Access
- Add-on: Employee Wealth Engine
Frequently Ask Quesntion
Pricing is based on your team size, feature requirements, and whether you choose monthly or annual billing. Smaller teams can start with our Starter plan, while larger organizations or those needing advanced integrations and support will benefit from Growth or Enterprise tiers.
Yes. Our Enterprise plan includes custom integrations with your ERP, HRIS, or finance stack. We also offer optional modules like our Employee Wealth Engine. Custom API access is available on request.
Absolutely. We offer up to 20% off when you commit to an annual plan. This is ideal for teams that want predictable budgeting and the best value.
All plans come with onboarding assistance and email support. Growth and Enterprise customers receive enhanced support, including dedicated account managers and optional access to fractional CFO guidance.
Yes! Every plan includes a risk-free trial so your team can experience the power of WealthOS before committing. Book a demo or get started today.