Frequently asked questions.

Finalysis is an AI-powered financial analytics platform built for small and mid-market companies (roughly $3M–$50M+ in revenue). It connects your existing financial systems — ERP, CRM, billing, payroll — 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 FP&A team you can't afford to hire yet, available from day one.

Companies between roughly $3M and $50M+ in revenue that need financial visibility but don't have (or can't yet justify) a dedicated FP&A team. Our sweet spot is the Controller or finance lead who's buried in spreadsheets and knows there has to be a better way. That said, we also serve larger companies ($50M+) where the pain is integration across systems and the bottleneck of analysts serving as an internal service desk.

Most FP&A platforms — Datarails, Jirav, Adaptive, Planful — are built for companies that already have established finance teams. Finalysis is built for companies that are still building theirs. We don't require a finance department to implement or operate. Our AI analyst, Alpha, lives inside your governed data model and can answer questions, detect anomalies, run scenarios, and export executive decks — all in plain English. We're also significantly faster to implement (weeks, not months) and more affordable than enterprise alternatives.

No. Finalysis sits above your existing systems. We connect to your ERP, CRM, billing, and payroll — we don't replace them. Your source systems remain your systems of record. Finalysis normalizes, reconciles, and makes that data intelligent.

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

No. Finalysis is designed so that a Controller, CFO, or business owner 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 your ERP, CRM, billing, and payroll into a single unified model that your finance team defines and controls. 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.

Finalysis integrates with the systems mid-market finance teams actually use, across four categories: ERP & Accounting (QuickBooks, Xero, NetSuite, Sage), CRM & Revenue (Salesforce, HubSpot), Planning & Forecasting (Excel/CSV uploads, with more coming), and Data Infrastructure (direct database connections). We're adding integrations continuously — 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. Your finance team defines 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 hiring 3 new engineers in Q2?" Alpha models the scenario against your actual data and shows you the projected impact on your P&L, cash flow, and headcount.

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 headcount and 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), Headcount (employee matrix, revenue per FTE, compensation distribution), 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. Headcount shows FTE counts, variance, total payroll, and average compensation. The Data view shows total records, columns, filtered count, and estimated file size.

Yes. All matrix tables (P&L, Insight variance matrix, Headcount) feature collapsible rows with expand/collapse arrows. You can drill from high-level categories (Revenue, OPEX) down to individual line items or employees. 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 in the Command tier.

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 three tiers, starting at $599/month on an annual contract: Explore ($599/mo) for real-time financial visibility and dashboards, Analyze ($899/mo) which adds full Alpha AI analysis, scenario simulation, and PowerPoint export, and Command ($1,299/mo) which adds Canvas Mode for custom NL-driven dashboards. All plans include Analyst seats. Operator seats ($499/mo) and Viewer seats ($99/mo) are available as add-ons. Pricing scales with company size — contact us for custom pricing if your revenue is above $20M.

Explore includes all financial dashboards (P&L, Cash Flow, Inventory, Headcount, Insight), Alpha-powered search and filtering, standard visualizations, 1 Analyst seat, and 1–2 data source connections. Analyze adds everything in Explore plus full Alpha AI conversational analysis, cross-view intelligence, anomaly detection, scenario simulation, PowerPoint export, and up to 5 data sources. Command adds everything in Analyze plus Canvas Mode, dynamic starter questions, advanced PPT layouts, 2 Analyst seats, and unlimited data sources.

There are three seat types. Analyst seats (included in your plan) get full access — dashboards, Alpha, Canvas, PPT export, data source configuration, and scenario management. These are typically for your CFO, Controller, or FP&A lead. Operator seats ($499/mo) can view dashboards, ask Alpha questions scoped to their domain, run pre-built Canvas reports, and export — but can't build Canvas dashboards or configure data sources. These are for department heads like Head of Sales or VP Operations. Viewer seats ($99/mo) get read-only dashboard access with limited Alpha queries — ideal for CEO, board members, or investors.

At this time, Finalysis requires annual contracts. This ensures commitment from both sides and helps us deliver the best onboarding and support experience.

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. Our Founding Customer Program offers preferred pricing for early adopters in exchange for a feedback commitment (monthly 30-minute check-in) and agreement to serve as a case study or testimonial. Book a demo to learn more.

Yes. 2-year contracts receive a 10% discount and 3-year contracts receive a 20% discount off the base annual price.

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 — 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 2–4 weeks.

Access to your source systems (ERP, CRM, etc.) and a conversation with your finance lead about how you want your chart of accounts mapped. We handle the technical wiring. You define the business rules.

Ideally, whoever owns financial reporting — typically the Controller, CFO, or finance manager. If someone on your team manages the ERP or CRM, 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 implementation process. Week 1 we connect your systems and map your chart of accounts. Week 2 we validate data against your existing reports. Weeks 3–4 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 an FP&A 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 an FP&A analyst. Companies lack real-time financial visibility, analysts waste time on manual data wrangling, and there's a massive gap between when companies need FP&A-level insight and when they can afford to hire for it. Finalysis exists to close that gap — giving every growing company the financial intelligence they need from day one, without a finance team headcount.

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