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AI Financial Analyst

An analyst who has already read every transaction

Ask why marketing spend rose, which clients are least profitable or how long your runway is under the downside case. The AI Financial Analyst answers from your Finovoo data and shows the transactions behind every answer.

Ask a question in plain language; the answer cites the figures and transactions it used.

The problem

The problems AI Financial Analyst solves

  1. Simple questions take a day

    “Why are we over budget?” turns into an export, a pivot table and a message thread.

  2. Reviews are sampled, not complete

    Manual audits check a fraction of transactions, so duplicates and policy breaches slip through.

  3. Commentary is written from scratch

    Every month-end pack needs a narrative that someone has to write by reading the numbers again.

Capabilities

What AI Financial Analyst includes

  • Natural-language questions

    Ask about spend, budgets, cash or profitability and get an answer with the figures behind it.

  • Continuous expense auditing

    Fino Agent reviews every expense, receipt and card payment for duplicates and policy breaches.

  • Variance explanations

    Each budget variance is broken down into its drivers in plain language.

  • Budget and cash forecasting

    Projected month-end burn and runway, with alerts before a budget overrun.

  • Report commentary

    Draft management commentary for the month-end pack, ready for finance to review.

  • Grounded and permission-aware

    Answers are based on your data only and respect each user’s access rights.

How it works

Key workflow

  1. Ask

    Type a question, or open an alert the analyst has already raised.

  2. Analyse

    The analyst queries the Financial Data Hub across transactions, budgets and plans.

  3. Explain

    You get an answer, the figures it is based on and links to the underlying transactions.

  4. Act

    Adjust a budget, open a review or add the explanation to the month-end report.

Related

FAQ

Frequently asked questions

Where do the answers come from?

From your organisation’s data in Finovoo. Every answer shows the figures it used and links to the transactions or plan lines behind them, so finance can verify it.

Can the AI change our numbers?

No. The analyst reads and explains data and can suggest actions, but changes to budgets, plans or approvals are made by people with the right permissions.

Is it the same as Fino Agent?

Fino Agent is the auditing part of the AI Financial Analyst: it continuously reviews expenses, receipts and card payments for duplicates, anomalies and policy breaches.

See Finovoo on your own numbers

Book a 30-minute walkthrough with our team. We will show you how Finovoo fits your planning, reporting and spend processes.