Frequently asked questions.

Finalysis is an AI-powered financial analytics platform built for operators of $15 to 50M businesses, the owner or the person running finance. It connects QuickBooks and HubSpot, plus free CSV import, into a single intelligence layer called the Financial Fabric. From there, you get real-time dashboards, an AI analyst named Alpha, variance analysis, scenario simulation, and board-ready PowerPoint exports. Think of it as the analyst you cannot yet afford to hire, available from day one.

Operators of $15 to 50M businesses, the owner or the person running finance, who need real visibility but cannot yet justify hiring a full analyst. Our sweet spot is the person buried in spreadsheets who knows there has to be a better way. Finalysis gives you the analyst you cannot yet afford to hire, connecting QuickBooks and HubSpot, plus free CSV import, into one place.

Most finance tools are built for companies that already have established finance teams. Finalysis is built for companies that are still building theirs. You do not need a finance department to set it up or run it. Our AI analyst, Alpha, lives inside your governed data model and can answer questions, detect anomalies, run scenarios, and export decks, all in plain English. We are also faster to set up (weeks, not months) and more affordable than enterprise alternatives.

No. Finalysis sits above your existing systems. We connect to QuickBooks and HubSpot, plus free CSV import, but we do not replace them. Your source systems remain your systems of record. Finalysis normalizes, reconciles, and makes that data intelligent.

Most setups are live within 2 to 4 weeks. Week 1 is connecting your source systems and mapping your chart of accounts. Week 2 is validating and reconciling data. Weeks 3 to 4 you're live on dashboards, Alpha, and variance views. No six-month implementation, no army of consultants.

No. Finalysis is designed so that an owner or the person running finance can use it without any technical training. You can ask Alpha questions in plain English. Dashboards are pre-built and interactive. The interface is designed to teach itself. If you need a tutorial, we haven't done our job.

The Financial Fabric is Finalysis's semantic data layer. It connects QuickBooks and HubSpot, plus free CSV import, into a single unified model that you define and control. It standardizes your chart of accounts mapping, revenue recognition rules, cost allocation logic, forecast assumptions, time period alignment, and currency normalization. When numbers change in your source systems, they change in the Fabric automatically. One source of truth, always current.

Today Finalysis connects to QuickBooks for your accounting, HubSpot for your sales, and free CSV or Excel import for anything else. More connectors are coming. If you don't see your system, talk to us.

No. We connect to your existing stack, normalize the data, and continuously reconcile it. No rip-and-replace. No data migration. You define the business rules in the Fabric, and we do the wiring.

Alpha is Finalysis's AI analyst. It lives inside the Financial Fabric, not bolted on after the fact. You ask questions in plain English, and Alpha queries your governed data model to return answers grounded in your actual financials. It understands revenue recognition, pipeline maturity, seasonality, forecast variances, and other financial constructs. It doesn't just retrieve numbers. It monitors for changes, surfaces what matters, tells you why, and can export the conversation as a branded PowerPoint deck.

Anything you'd ask a financial analyst. Examples: "What's driving the margin change this quarter?", "Show me revenue variance by region for Q4 ACT vs BUD", "Which cost centers are over budget?", "What happens if I hire 3 sales reps in Central?", "What should I be worried about this month?", "Build me a board deck comparing Q3 vs Q4 performance." Alpha handles cross-view analysis, scenario simulation, anomaly detection, and presentation-ready exports.

Yes. Alpha can model "what if" scenarios. For example, you can ask "What happens if revenue drops 15% next quarter?" or "What's the impact of adding $200K of opex in Q2?" Alpha models the scenario against your actual data and shows you the projected impact on your P&L and cash flow.

Alpha can write to forecast and budget adjustment tables (never actuals). It uses a confirm-before-write pattern. Alpha models the scenario, you review and confirm, then it writes the adjustment. All changes are logged with the original natural language prompt for full auditability. This is coming in a future release with V1 covering opex scenarios, and V2 covering revenue and pipeline.

Yes. Alpha maintains conversation history within a session and has memory across views. If you ask a question on the P&L view and then switch to Insights, Alpha retains the context. You can also clear the chat to start fresh.

Yes. Alpha can export conversations and analysis as branded PowerPoint decks with charts, commentary, speaker notes, and your company logo. It can also export to PDF. The presentation and the analysis are the same workflow: no more rebuilding slides from scratch at midnight.

Yes. Alpha is embedded inline across all dashboard views as a contextual chat widget. It also provides context-aware starter questions on each view so you always know what to ask. On the P&L view you might see "What's driving the margin change this quarter?" while on the Insights view you'd see "Which clients grew the most?"

Finalysis includes several core views: P&L (profit and loss with waterfall charts, revenue trends, and expandable category breakdowns), Insight (variance matrix with pivot controls, delta by region, and accuracy analysis), Cash Flow (forecasting and running cash balance), Inventory (stock health and management), People Cost (total people cost from your books, by category and over time), and a Data view (raw data preview with export). All views feature interactive filters, scenario comparison (ACT/BUD/FCST), and date range sliders.

Yes. Every view supports scenario comparison. You can compare Actuals vs Budget, Actuals vs Forecast, Budget vs Forecast, or any combination across different time periods. The dual-handle month range slider lets you set independent date ranges for each scenario, or tie them together.

Yes. All views include interactive slicers for region, cost center, product, and time period. Filters are connected across charts and tables within each view, so changing a filter updates everything on screen.

KPI cards are view-specific: The P&L view shows 7 KPIs across the top. The Insight view shows Revenue Accuracy %, dollar variance, status, and top performer. People Cost shows total people cost from your books, by category and over time, with variance to budget. The Data view shows total records, columns, filtered count, and estimated file size.

Yes. All matrix tables (P&L, Insight variance matrix, People Cost) feature collapsible rows with expand/collapse arrows. You can drill from high-level categories (Revenue, OPEX) down to individual line items. Tables start collapsed by default so you see the summary first.

Yes. Charts include a Month/Quarter toggle so you can view trends at either granularity.

Yes. The Data view includes an Export Data button for downloading filtered data as CSV. Alpha can export analysis as PowerPoint or PDF. Monthly and quarterly PPT exports are available with branded slides including the Finalysis Signal logo.

Canvas Mode lets you build custom dashboards through natural language prompts. Instead of being limited to pre-built views, you tell Alpha what you want to see and it builds a custom visualization. For example: "Show me a comparison of revenue by product line for Q3 vs Q4 with a trend overlay." Canvas is available on both the Starter and Growth tiers.

Canvas can generate various chart types including waterfall charts, bar charts, line charts, scatter plots, and combination charts. It responds to your natural language descriptions and uses the same governed data model as the rest of the platform.

Finalysis has two tiers, separated only by how many users you need. Starter is $149/mo for up to 3 users. Growth is $349/mo for up to 8 users. Both tiers are the same product: QuickBooks and HubSpot, plus free CSV import, two entities, and full access to dashboards and Alpha. If you need more than 8 users, talk to us.

Both tiers include the same product: QuickBooks and HubSpot connections, free CSV import, two entities, all dashboards (P&L, Cash Flow, Inventory, People Cost, Insight), full Alpha AI analysis, scenario simulation, and PowerPoint export. The only difference is how many users you get. Starter covers up to 3 users at $149/mo. Growth covers up to 8 users at $349/mo.

Every user gets the same full access. The tier just sets how many people can be on the account. Starter is up to 3 users. Growth is up to 8 users. If you need more than 8 users, talk to us and we will sort out the right setup.

Yes. Finalysis is month to month, with no annual lock-in. Cancel anytime, and your data exports with you.

We don't offer a self-serve free trial, but we do offer a 30-minute demo where you can see the platform with your own data context. Book a demo and we'll walk you through everything.

Yes. Finalysis uses enterprise-grade infrastructure on AWS including Redshift for data warehousing and S3 for storage. Authentication is handled through Clerk with Google OAuth and SMS two-factor authentication. Each customer's data is isolated in separate schemas, so your data is never mixed with another customer's data.

Your data is stored on AWS infrastructure in the United States. We use Amazon Redshift for the data warehouse and Amazon S3 for object storage, with per-tenant isolation.

Absolutely not. Finalysis uses a multi-tenant architecture with per-tenant schema isolation. Your data lives in its own isolated schema within our Redshift cluster. There is no crossover between customer data.

SOC 2 compliance is on our roadmap for enterprise customers. Contact us to discuss your specific security requirements.

Finalysis is built on a modern stack: React/Vite frontend, FastAPI (Python) backend, AWS Redshift for data warehousing, S3 for storage, and Lightsail for compute. The AI layer uses Claude (by Anthropic) for Alpha's analytical capabilities.

No. Finalysis is a web-based platform accessible through any modern browser. There is nothing to install. Just log in at app.finalysis.io.

The core dashboards are designed for desktop use, as financial analysis benefits from screen real estate. However, the home dashboard and morning briefing view are being optimized for mobile viewing so you can check key metrics on your phone.

Yes. Finalysis includes a user style card where you can upload your company logo and set custom brand colors (via hex codes). The platform will apply your branding across dashboards and exports.

Yes. Finalysis supports keyboard shortcuts for common actions. You can access the full shortcut list through the Help Center in the app.

Book a 30-minute demo at finalysis.io. We'll walk you through the platform, discuss your specific needs, and show you what your financial data looks like inside Finalysis. No commitment, no credit card required. If it's a fit, we can have you live within 2 to 4 weeks.

Access to your source systems (QuickBooks and HubSpot, plus any CSV files you want to import) and a conversation about how you want your chart of accounts mapped. We handle the technical wiring. You define the business rules.

Ideally, whoever owns financial reporting, usually the owner or the person running finance. If someone on your team manages QuickBooks or HubSpot, it's helpful to have them available for integration questions, but not required for the initial demo.

If Finalysis is a fit, we start the setup process. Week 1 we connect your systems and map your chart of accounts. Week 2 we validate data against your existing reports. Weeks 3 to 4 your team goes live on dashboards, Alpha, and variance views. We stay close for the first month to tune the model as your team finds its rhythm.

Finalysis was co-founded by Derek Chappell and Ben Tagahvi. Derek comes from a finance-analyst background and owns product strategy, go-to-market, and content. Ben is the technical co-founder handling engineering and data infrastructure.

Derek built Finalysis from firsthand pain as a finance analyst. Growing companies lack real-time financial visibility, time gets wasted on manual data wrangling, and there's a big gap between when a company needs real insight and when it can afford to hire for it. Finalysis exists to close that gap, giving every growing company the financial intelligence they need from day one.

Email admin@finalysis.io, or book a demo at finalysis.io. You can also reach us through the Contact page on the website.