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Description
Finlens is an innovative accounting co-pilot powered by AI that provides startups and CPA firms with immediate financial insight, streamlining the entire bookkeeping process. Its user-friendly dashboard consolidates information from more than 1,000 bank and credit card connections, ensuring GAAP-compliant records and delivering real-time key performance indicators such as runway, burn rate, monthly recurring revenue, annual recurring revenue, and customer growth, all without the need for manual data input. Transactions are systematically categorized and reconciled, with tailored reports, balance sheets, profit and loss statements, and spending schedules available on demand. The platform integrates effortlessly with QuickBooks, facilitating a hassle-free setup, while also enabling instant invoicing and monitoring of receivables and payables, along with collaborative access for founders, CFOs, and accountants. Additionally, built-in AI insights reveal trends in expenses and revenue streams, expedite monthly closings, and liberate teams from cumbersome spreadsheets and email chains by centralizing communication and approvals on the platform. This comprehensive solution not only enhances efficiency but also empowers financial decision-making with actionable data insights.
Description
StatementSheet is an intuitive web-based platform that transforms PDF bank statements into organized Excel or CSV files within seconds. Built for accountants, freelancers, and small business owners, it streamlines financial reporting by removing the need for manual data entry. Users upload their bank statements in PDF format, and StatementSheet’s advanced technology automatically extracts and formats the data into clean, structured spreadsheets. The tool supports a variety of bank layouts and ensures consistent formatting for accurate results. There is no software installation or configuration required, enabling quick and easy use. StatementSheet processes all files securely and delivers outputs that integrate seamlessly with popular accounting applications. This makes tasks like account reconciliation, tax preparation, and cash flow management faster and less error-prone. Overall, it helps users save valuable time and reduce financial reporting errors.
API Access
Has API
API Access
Has API
Screenshots View All
No images available
Integrations
Plaid
QuickBooks Online
Stripe
Pricing Details
No price information available.
Free Trial
Free Version
Pricing Details
$20
Free Trial
Free Version
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Vendor Details
Company Name
Finlens
Founded
2024
Country
United States
Website
www.finlens.app/
Vendor Details
Company Name
StatementSheet
Founded
2024
Country
United Kingdom
Website
statementsheet.com
