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Meet Finny

Your AI Financial Assistant

Transform financial chaos into crystal-clear insights with empathy and precision. Finance doesn't have to be frightening.

Bank-level Security
AI-Powered
Real-time Updates

No credit card required • Free tier available • 5-minute setup

Finny - Your AI Financial Assistant

Finny's Superpowers

Four key capabilities that make financial management effortless

Document Processing

Upload PDFs, images, bank statements, and receipts. Finny uses AI-powered OCR to extract and understand your financial data with precision.

  • Multiple format support (PDF, PNG, JPG, CSV)
  • AI-powered data extraction
  • Automatic text recognition
  • Batch processing capabilities

Smart Reconciliation

Automatically match transactions, detect duplicates, and categorize expenses. Finny learns from your patterns to improve accuracy over time.

  • Automatic transaction matching
  • Duplicate detection & removal
  • AI-powered categorization
  • Pattern learning over time

Financial Reporting

Generate professional balance sheets, P&L statements, and cash flow reports. Export to multiple formats for accounting and tax purposes.

  • Balance sheets & P&L statements
  • Cash flow analysis
  • Real-time financial insights
  • Export to Excel, PDF, CSV

Empathetic Interface

Finance doesn't have to be frightening. Finny provides clear explanations, helpful guidance, and a user-friendly design that makes financial management approachable.

  • User-friendly retro design
  • Clear explanations & tooltips
  • Helpful error messages
  • Guided workflows

How Finny Works

From chaos to clarity in five simple steps

1

Connect

Link your bank accounts or upload financial documents. Finny supports PDFs, images, spreadsheets, and direct bank connections.

  • Drag-and-drop file upload
  • Bank account integration
  • Bulk import options
2

Process

Finny's AI engine extracts data, categorizes transactions, and identifies patterns. Advanced OCR technology reads documents with high accuracy.

  • AI-powered OCR
  • Automatic categorization
  • Duplicate detection
3

Review

See your financial data organized clearly. Review categorizations, make adjustments, and approve reconciliations with confidence.

  • Interactive dashboards
  • Easy adjustment tools
  • Approval workflows
4

Insights

Get actionable recommendations based on your financial patterns. Identify spending trends, cost-saving opportunities, and financial health indicators.

  • Spending pattern analysis
  • Cost-saving recommendations
  • Financial health scores
5

Report

Generate professional reports for stakeholders, accountants, or tax purposes. Export in multiple formats with a single click.

  • Professional templates
  • Multiple export formats
  • Scheduled report generation

Built for Everyone

Whether you're a solo founder or a finance team, Finny adapts to your needs

Small Business

Small Business Owner

Track expenses, manage invoices, and generate reports for tax season. Keep your business finances organized without hiring a full-time accountant.

Key Benefits:

  • Expense tracking & categorization
  • Invoice management
  • Tax-ready reports
  • Cash flow monitoring
  • Profit & loss statements
Accountant

Professional Accountant

Reconcile multiple client accounts efficiently. Automate repetitive tasks and focus on providing strategic financial advice.

Key Benefits:

  • Multi-client management
  • Automated reconciliation
  • Batch processing
  • Audit trail & compliance
  • Client portal access
Startup

Startup Founder

Get real-time visibility into your startup's financial health. Make data-driven decisions and stay investor-ready at all times.

Key Benefits:

  • Real-time financial dashboards
  • Burn rate tracking
  • Investor-ready reports
  • Budget vs. actual analysis
  • Scenario planning tools
Finance Team

Finance Team

Collaborative financial management with role-based access. Multiple team members can work together with proper permissions and audit trails.

Key Benefits:

  • Team collaboration features
  • Role-based permissions
  • Approval workflows
  • Activity logs & audit trails
  • Shared financial dashboards

What Users Say

Real stories from real users

SB

Sarah Bennett

Small Business Owner

"Finny saved me countless hours during tax season. The automated categorization is incredibly accurate, and the reports are exactly what my accountant needs."

MC

Marcus Chen

CPA, Accounting Firm

"As an accountant managing multiple clients, Finny's batch processing and reconciliation features are game-changers. It's like having an assistant that never sleeps."

JP

Jessica Park

CFO, Tech Startup

"Real-time financial visibility is critical for startups. Finny gives us investor-ready reports in seconds and helps us make data-driven decisions faster."

Simple, Transparent Pricing

Start free, upgrade when you need more power

Free

$0/month

  • Up to 100 transactions/month
  • Basic document processing
  • Standard reports
  • Community support
Start Free
Most Popular

Professional

$29/month

  • Unlimited transactions
  • Advanced AI categorization
  • Batch processing
  • Priority email support
  • API access
Start Free Trial

Enterprise

Custom

  • Everything in Professional
  • Dedicated account manager
  • Custom integrations
  • On-premise deployment
  • SLA & priority support
Contact Sales

Frequently Asked Questions

Everything you need to know about Finny

Finny uses advanced AI-powered OCR (Optical Character Recognition) technology to read and extract data from your financial documents. We support PDFs, images (PNG, JPG), spreadsheets (CSV, Excel), and direct bank connections. Our AI engine identifies transaction details, dates, amounts, and categories with high accuracy. Gemini AI natively supports PDF processing, so there's no need for additional preprocessing.

Absolutely. Security is our top priority. All data is encrypted in transit (TLS) and at rest (AES-256). We use Google Cloud's secure infrastructure with PostgreSQL databases in private networks. We never share your data with third parties, and you maintain full ownership. Finny is compliant with industry security standards and undergoes regular security audits.

Finny supports a wide range of formats: PDFs (including scanned documents), images (PNG, JPG, JPEG), spreadsheets (CSV, XLS, XLSX), and direct bank connections via secure APIs. Gemini AI processes PDFs and other formats natively without requiring OCR preprocessing, ensuring fast and accurate data extraction.

Yes! You can export your financial data and reports in multiple formats including Excel (XLSX), CSV, PDF, and JSON. All exports maintain the original data structure and formatting. You can also schedule automated report generation and delivery via email.

Finny uses machine learning to analyze transaction descriptions, merchant names, and patterns to automatically categorize expenses. The system learns from your corrections and becomes more accurate over time. You can also create custom categorization rules and teach Finny your specific business logic.

No installation required! Finny is a cloud-based web application accessible from any modern browser. Simply visit app.expansas.com, create an account, and start managing your finances. We also offer mobile-responsive design for on-the-go access.

We offer a free tier with basic features perfect for individuals and small projects. Our Professional plan includes advanced features like batch processing, automated reconciliation, and priority support. Enterprise plans offer custom solutions with dedicated support, SLAs, and on-premise deployment options. No credit card required for the free trial.

Yes! Professional and Enterprise plans support multiple users with role-based access control. You can invite team members, assign specific permissions, and maintain audit trails of all activities. Perfect for accounting firms managing multiple clients or businesses with finance teams.

Finny achieves 95%+ accuracy on most standard financial documents. Our AI continuously improves through usage and feedback. For unclear or low-quality scans, Finny flags items for manual review, ensuring you always have control and accuracy. We use Gemini AI's native document processing capabilities for optimal results.

Free tier users have access to documentation and community forums. Professional plan includes email support with 24-hour response time. Enterprise customers get dedicated support with phone access, custom training, and a dedicated account manager.

Ready to Simplify Your Finances?

Join hundreds of businesses already using Finny to transform financial chaos into crystal-clear insights.

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