Features Modules Pricing Templates
AI-Powered · FP&A Decision Intelligence

Your AI CFO,
Always On.

Upload any financial dataset. Get instant P&L intelligence, variance analysis, reconciliation, invoice processing, and AI CFO insights — across 6 specialist modules.

6
AI Modules
20+
KPI Metrics
60s
To Insights
2
AI Agents
0
Code Needed
∞
Questions
Net Revenue 42.8M
GP Margin ↑ 54.2%
EBITDA 12.1M
Budget Ach ↑ 103.4%
Trade Promo ↑ 11.2%
YoY Growth ↑ 8.7%
COGS % NR 45.8%
Recon Match ↑ 94.5%
Budget RAG Green 68%
NR Variance +1.4M
Net Revenue 42.8M
GP Margin ↑ 54.2%
EBITDA 12.1M
Budget Ach ↑ 103.4%
Trade Promo ↑ 11.2%
YoY Growth ↑ 8.7%
COGS % NR 45.8%
Recon Match ↑ 94.5%
Budget RAG Green 68%
NR Variance +1.4M
Core Capabilities

Built for finance teams.
Not generic dashboards.

Every feature drawn from real FP&A practice across FMCG, GCC and supply chain finance.

01 / P&L INTELLIGENCE
Instant P&L Dashboard
Revenue, GP, EBITDA, COGS, OPEX — computed instantly from any CSV with benchmark comparisons and board-ready KPI cards.
02 / AI ENGINE
AI CFO on Demand
Ask questions in plain English inside every module. Get CFO-level insights with recommended actions — powered by Llama 3.1 via Groq.
03 / VARIANCE
Budget vs Actuals
RAG-status variance tracker with prior year overlays and trend detection — now built into FP&A Decision Intelligence.
04 / RECONCILIATION
Auto Reconciliation
Upload ERP vs Bank, GL vs Sub-ledger, PO vs Invoice. Composite key matching, flag breaks, download exceptions — zero false positives.
05 / INVOICE AGENT
Invoice Processing Agent
Detect duplicate invoices, flag overdue payments, and generate structured payment action plans — powered by AI.
06 / DATA AGENT
Data Analysis Agent
Ask anything about any financial dataset in plain English. Auto-profiling, correlation heatmaps, and executive summaries.
07 / COST ANALYSIS
Cost Intelligence
COGS and OPEX benchmarking with segment efficiency scores and AI-generated cost reduction recommendations per flagged line.
06 / PRIVACY
Session Isolated
Your data never leaves your session. No server storage. No cross-tenant leakage. Enterprise-grade privacy by design.
Platform Modules

Six modules.
One platform.

AI CFO built into every module — answers in 👉 Problem 👉 Insight 👉 Action format.

Core · Decision Suite
FP&A Decision Intelligence
Complete P&L suite — dashboards, variance analysis, budget vs actuals snapshot, financial modelling, and AI CFO. Everything in one place from any CSV.
  • 10+ KPIs · P&L bridge · Market heatmaps
  • Budget vs Actuals snapshot built-in
  • Financial modelling & variance analysis
  • AI CFO — 👉 Problem · Insight · Action
Reconciliation
Reconciliation Engine
ERP vs Bank, GL vs Sub-ledger, PO vs Invoice. Composite key matching — zero false breaks. Download exceptions report in seconds.
  • 3-part composite key — zero false breaks
  • Matched · Amount Break · Missing A/B
  • Match rate donut + exceptions CSV
  • AI CFO — 👉 Problem · Insight · Action
Cost Analysis
Cost Intelligence
COGS and OPEX benchmarking with segment efficiency scores, cost waterfall charts, and AI-driven cost reduction recommendations per flagged line.
  • COGS % & OPEX % vs configurable benchmarks
  • Flags above-benchmark lines in red
  • Cost waterfall + segment efficiency chart
  • AI CFO — 👉 Problem · Insight · Action
AI Agent  ·  New
Invoice Processing Agent
Upload AP/AR invoice CSV. The AI agent detects duplicate invoices, flags overdue payments, identifies anomalies, and generates a payment action plan.
  • Duplicate invoice detection
  • Overdue & pending payment flags
  • Vendor value breakdown + status charts
  • AI Agent — 👉 Problem · Insight · Action
AI Agent  ·  New
Data Analysis Agent
Upload any financial dataset. The agent auto-profiles your data, runs statistical analysis, builds correlation heatmaps, and answers any question in plain English.
  • Auto data profiling — nulls, dups, stats
  • Distribution charts + correlation heatmap
  • Category breakdowns + trend detection
  • AI Agent — 👉 Problem · Insight · Action
Coming Soon
More Modules
Cash flow forecasting, working capital optimisation, intercompany reconciliation — built from real FP&A practice. Sign up for early access.
  • Cash Flow Forecasting
  • Working Capital Optimisation
  • Intercompany Reconciliation
  • Consolidation Engine
How It Works

From CSV to CFO insights
in 3 steps.

01
Upload Your Data
Drop any financial CSV — P&L exports, ERP data, bank statements, budget files. No template required. Any column structure works.
02
Map Your Columns
60-second column mapper with auto-detection. Tell Fincy which column is Revenue, EBITDA, Budget — and you're live.
03
Ask Your AI CFO
Your full dashboard is live. Ask the AI CFO in plain English — in every module. Export board-ready PDF reports.
“
EBITDA is green but cash flow is bleeding.
Fincy tells you why — before your CFO asks.
Fincy Intelligence · Built by Jitendra Parida · Senior FP&A Analyst · IBM / Reckitt
Early Users

What finance professionals
are saying.

“
Finally a tool that speaks FP&A. I uploaded our FMCG P&L, mapped columns in 2 minutes, and had a board-ready variance summary in under 10 minutes. The AI CFO caught a COGS anomaly I had missed.
FP&A Manager
Consumer Goods · 5 years experience
“
The Reconciliation Engine saves my team 4+ hours every month close. We used to do ERP vs Bank matching manually in Excel. Now it runs in 30 seconds and flags every break automatically.
Finance Controller
GCC · Manufacturing sector
“
As a consultant, I need to turn client data into insights fast. Fincy cuts my analysis time by 60%. The Budget RAG tracker is exactly what our CFO clients have been asking for.
Senior Finance Analyst
Consulting · Big 4 background
Pricing

Start free.
Scale when ready.

Transparent pricing. No hidden fees. Cancel anytime.

Starter
Free Trial
$0 / 7 days
All 6 modules included
✓ No credit card · Start instantly
  • All 4 AI modules
  • FP&A Intelligence
  • Reconciliation Engine
  • Budget & Cost modules
  • AI CFO in every module
  • PDF & CSV exports
Pro
All Modules
$29 / month
Billed monthly · Cancel anytime
✓ Most popular · Instant access
  • Everything in Free + AI Agents
  • Unlimited CSV rows & uploads
  • Unlimited AI CFO queries
  • Priority AI (faster responses)
  • PDF & CSV report exports
  • Early access to new modules
Enterprise
Custom AI CFO
$199 / month
For GCCs & consulting firms
✓ White-label · SSO · Support
  • Everything in Pro
  • White-label branding
  • Multi-user workspaces
  • Custom ERP integrations
  • Dedicated onboarding
  • SLA & data residency
Contact for Enterprise
Built by a Practitioner

Not a generic tool.
Built from the inside.

JP
Jitendra Parida
Senior FP&A Analyst
LinkedIn ↗

Fincy Intelligence was built by someone who has lived the FP&A problem. With 6+ years in FMCG finance at IBM supporting Reckitt across MENARP and Africa markets, and prior experience at Capgemini supporting Unilever across ANZ and APAC, I've spent thousands of hours doing exactly what Fincy now does in seconds.

Every module was designed around real finance workflows. The AI CFO answers the questions a board actually asks. This isn't a generic BI tool — it's an FP&A platform built by an FP&A analyst.

IBM / Reckitt · MENARP & Africa
Capgemini / Unilever · ANZ & APAC
6+ years · Supply Chain FP&A
Sample Data

No data? No problem.
Start with a template.

Download a ready-made CSV for each module. Upload it and see your AI CFO in action instantly.

📊
FP&A Decision Intelligence
FMCG / Consumer Goods
Multi-market P&L with brands, channels, trade promo, budget and variance. Modelled on real FMCG supply chain data.
↓ FMCG P&L Template
360 rows · 2 years · 5 markets · 19 columns
🔁
Reconciliation Engine
ERP vs Bank Sample
Two-source reconciliation dataset with matching transaction IDs, amounts, dates, and 10 intentionally unmatched J-prefix entries.
↓ Source A (ERP) Template ↓ Source B (Bank) Template
172+182 rows · 10 exceptions built in
🎯
Budget vs Actuals Tracker
Budget RAG Template
Period-by-period budget vs actual with prior year data, covering 12 months and multiple P&L line items with RAG status.
↓ Budget Template
30 rows · 12 periods · Revenue, COGS, OPEX
💡
Cost Intelligence
COGS & OPEX Template
SKU-level cost data across markets with Revenue, COGS, and OPEX columns. Designed to trigger benchmark flags and AI recommendations.
↓ Cost Template
24 rows · 4 SKUs · 3 markets
🤖
Data Analysis Agent
Generic Financial Dataset
Neutral multi-industry template with regions, product lines, channels and financial metrics. Works for any business type.
↓ Generic Template
288 rows · 2 years · 4 regions
🧾
Invoice Processing Agent
Use Built-in Sample
The Invoice Agent includes a built-in AP/AR sample. Click "Use Sample Invoice Data" inside the module — no download needed.

Ready to meet
your AI CFO?

Upload your CSV. Get P&L intelligence in under 60 seconds. No code. No setup.

Free 7-day trial · No credit card · Your data stays yours
Legal
Privacy Policy

Data Processing
Your uploaded CSV files are processed entirely within your browser session. Your data is never stored on any Fincy server.

AI Queries
When you use the AI CFO, anonymised financial summary statistics are sent to the Groq API for inference. Raw row-level data is never included in AI queries.

Sign-up Data
Name and email submitted via the sign-up form are stored via Formspree and used only to contact you about Fincy Intelligence.

Session Isolation
Each user session is completely isolated. All session data is discarded when you close your browser tab.

Contact
[email protected]

Last updated: April 2026 · Fincy Intelligence