Smart wealth app

Financial AI command center for modern businesses

Turn your financial data into competitive advantage with AI-powered predictions, automated optimization, and strategic intelligence

Value Proposition

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

Know your cash position 6 months out
93% accurate AI forecasting prevents cash
crunches before they happen.
See exactly when to hire, invest, or raise capital.
Find hidden money in your
business automatically
Our AI discovered an average of $127,000 per quarter in idle cash, tax savings.
We help you see efficiency opportunities other tools miss.
Turn 3 days of financial analysis into 3 minutes
CFOs save 37 hours monthly with automated insights, scenario modeling, and decision-ready reports.
Focus on strategy, not spreadsheets.
93%
of financial surprises prevented
4.5
months average runway extension
278%
ROI in first year
0
Zero missed tax optimization opportunities

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

Target Market

Financial AI built for your business model

SaaS & Subscription Businesses
$1M+ ARR
Problems Solved
Stop guessing MRR runway
Stop guessing MRR runway
E-commerce & Marketplaces
Direct-to-consumer tech
Problems Solved
Unite inventory costs + cash flow
Multi-channel profit clarity
Professional Services
40+ employees
Problems Solved
Project profitability in real-time
Forecast billable utilization
Hardware-as-a-Service
Recurring revenue models
Problems Solved
Manage asset lifecycle costs
Predict subscription churn
Feature

AI CFO Copilot

Turn your financial data into competitive advantage with AI-powered predictions, automated optimization, and strategic intelligence

Answers complex financial questions in <30 seconds
93% accuracy on financial predictions
Processes 1,000+ data points per query
Feature

Smart Treasury Optimizer

Never Leave Money on the Table Again

$127,000 average annual savings
4.5% average yield improvement
15-minute setup for full automation
Feature

Predictive Cash Flow Engine

See 12 Months Ahead with AI-Powered Precision

93% forecast accuracy rate
Predicts cash crunches 45+ days ahead
Saves 37 hours of manual modeling
Feature

Capital Allocation Intelligence

Invest Every Dollar Where It Works Hardest

2.7x average ROI improvement
$82,000 typical opportunity identified
Real-time allocation optimization
Feature

Compliance & Tax Intelligence

Turn Compliance from Cost to Cash

$45,000 average tax savings found
100% compliance accuracy
Automated R&D credit detection
Financial Health Score

Your Complete Financial Vitals in One Score

Treasury Efficiency
92/100
Cash management optimal
Growth Sustainability
88/100
Revenue momentum strong
Operational Efficiency
76/100
Improvement opportunities
Financial Health Score

See your value in 5 seconds

Based on companies similar to yours

Monthly Revenue
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Cash on Hand
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Monthly Burn Rate
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Potential Annual Savings
$137,400
Treasury optimization + tax opportunities
CFO Time Recovered
$137,400
Automated analysis and reporting
Decision Velocity
3.2x faster
From data to decision
+3.5 months
Cash Runway Extended
+18 points
Financial Health Improvement
527%
ROI on Finly
Data Note
Based on average results from 47 companies in your ARR range
Security Badge
Enterprise-grade data protection
Finly Features Comparison

Why Finly vs. Traditional financial tools

Categories
Traditional Tools
Finly
Intelligence
This is some text inside of a div block.
Backward-looking data that tells you what happened
Predictive AI
93% accuracy
Forecasts future financial needs with confidence bands
Automation
Manual analysis
60+ hours of spreadsheet work monthly
AI-driven workflows
Fully automated
Tasks run 24/7 without human intervention
Intelligence
Siloed systems
Disconnected banking, accounting, and reporting tools
Unified platform
All data connected
All data connected
Insights
Basic reporting
Static reports requiring manual interpretation
Actionable intelligence
Impact-focused
Clear recommendations with dollar values attached
Time Savings
0 hours saved
CFO and finance team time consumed by routine tasks
37+ hours/month
CFO time
Forecasts future financial needs with confidence bands
Finly Features Comparison

Enterprise Pricing Built
for Your Growth

Choose a plan that scales with your business.
Predictable pricing, exceptional ROI.
Starter
$600/month
For companies with up to 50 employees
What’s included:
  • AI Cash Flow Forecasting
  • Smart Treasury Optimizer
  • Capital Allocation Dashboard
  • Basic AI CFO Copilot
  • Email + basic integration support
Start Free Trial
Schedule Demo
Growth
$2,500/month
For mid-sized teams (50–200 employees)
Everything in Starter, plus:
  • Integrations with Quickbooks, Gusto, Rippling, etc.
  • Priority support and Account Manager
  • Team-based planning
  • Executive Wealth Layer
  • Sync with banking APIs
  • Enhanced AI recommendations
Start Free Trial
Schedule Demo
Enterprise
$5,000+/month
For companies with 200+ employees or special requirements
Everything in Growth, plus:
  • White-label or co-branded options
  • Custom analytics dashboards
  • Dedicated onboarding & fractional CFO support
  • Custom API Access
  • Add-on: Employee Wealth Engine
Book a Call
Request Enterprise Proposal
Starter
$6,000/year
(save $1,200 vs monthly)
For companies with up to 50 employees
What’s included:
  • AI Cash Flow Forecasting
  • Smart Treasury Optimizer
  • Capital Allocation Dashboard
  • Basic AI CFO Copilot
  • Email + basic integration support
Start Free Trial
Schedule Demo
Growth
$25,000/year
(save $5,000 vs monthly)
For mid-sized teams (50–200 employees)
Everything in Starter, plus:
  • Integrations with Quickbooks, Gusto, Rippling, etc.
  • Priority support and Account Manager
  • Team-based planning
  • Executive Wealth Layer
  • Sync with banking APIs
  • Enhanced AI recommendations
Start Free Trial
Schedule Demo
Enterprise
$60,000+/year
(talk to us to know more)
For companies with 200+ employees or special requirements
Everything in Growth, plus:
  • White-label or co-branded options
  • Custom analytics dashboards
  • Dedicated onboarding & fractional CFO support
  • Custom API Access
  • Add-on: Employee Wealth Engine
Book a Call
Request Enterprise Proposal
30-day satisfaction guarantee
No setup fees
Free data migration
Unlimited team access
FAQ'S

Frequently Ask Quesntion

How is pricing determined?

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.

Can we customize the features or integrations?

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.

Do you offer discounts for annual billing?

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.

What support is included in each plan?

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.

Is there a free trial available?

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.

FAQ'S

Ready to Transform Your Financial Management?

Join hundreds of forward-thinking finance leaders