Finoya Description
Finoya offers a white label AI CFO software solution that allows accounting firms, fractional CFOs, and bookkeepers to present it to their small and medium-sized enterprise (SME) clients under their own branding rather than Finoya's. The assistant, named Noya, is designed to provide precise calculations directly from the client's integrated accounting data without relying on internet searches or approximations.
Here are some noteworthy statistics:
• Over 20 integrations with various accounting platforms
• Achieved a G2 rating of 4.2
• Available for free indefinitely for SMEs
• First five clients are complimentary for accounting firms, with a subsequent fee of $39 per client each month
This innovative approach ensures that financial data is handled with accuracy and integrity, reinforcing the value of the service provided.
Finoya Alternatives
Canopy, a cloud-based practice management system for accountants, is available. Our suite of features allows you to streamline your firm and connect with clients. It includes workflow, document management and billing, payments, a robust CRM, secure client portal, and tools that automate any post-filing issues such as IRS notices.
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Save 90% for 6 months on Xero's award-winning accounting and online bookkeeping platform. Beautifully simple, Xero offers a wide range of features that help businesses manage their numbers effortlessly, including invoicing, inventory management, bank connections, payroll, reporting, and app integrations for a seamless user experience. Xero offers plans for businesses of any size, with room to grow.
Xero provides a comprehensive ecosystem of integrated apps and connections to banks and financial institutions, allowing small businesses to access a variety of solutions within its open platform to efficiently manage their operations and finances. For accounting and bookkeeping practices, Xero offers powerful compliance tools, intelligent practice management software, and a centralized cloud-based accounting ledger for all clients, accessible in one place.
Xero automates data entry by pulling sales and expense records directly from banks, invoicing apps, point-of-sale systems, and more. It securely connects to business bank accounts, eliminating manual data input, while smart bank reconciliation learns user preferences to streamline the process.
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Datarails
Datarails transforms financial planning and analysis by combining the flexibility of Excel with the automation power of AI. Its FinanceOS platform enables finance teams to keep using their familiar spreadsheets while automating consolidation, reporting, and planning tasks that often consume days of work each month. Seamless integrations with popular accounting, ERP, and CRM systems ensure that all company financial data is accessible from a single source of truth. With Datarails, dashboards become more than just visuals—they provide real-time drill-down capabilities, allowing finance professionals to respond instantly to stakeholder inquiries. The built-in AI, FP&A Genius, delivers conversational access to consolidated data, helping teams handle last-minute finance requests in seconds instead of hours. From budgeting and forecasting to scenario modeling and cash management, Datarails supports every stage of the FP&A process. Its user-friendly design eliminates the steep learning curve associated with new software while maintaining Excel’s full functionality. By saving time on manual processes, finance teams can reallocate effort toward strategic decision-making that drives measurable growth.
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OpenBudget
OpenBudget seamlessly links your banking and investment accounts with AI assistants like Claude and ChatGPT via MCP, allowing you to pose genuine questions regarding your finances and receive accurate answers. Once the connection is established, all transactions and holdings are synchronized automatically, enabling you to inquire about your spending habits, net worth, dividend income, or potential capital gains tax liabilities before selling assets, with Claude providing responses directly from your actual accounts rather than relying on estimates. This connection is strictly read-only, meaning OpenBudget can access your data but is unable to transfer funds, execute trades, or modify any details in your accounts. Additionally, it integrates with any AI client you currently utilize, ensuring you’re not confined to a single application to benefit from its features. This flexibility empowers users to make informed financial decisions while maintaining full control over their accounts.
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Pricing
Pricing Starts At:
$39/client/month
Free Version:
Yes
Integrations
No Integrations at this time
Company Details
Company:
Finoya
Year Founded:
2024
Website:
www.finoya.ai/
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Product Details
Platforms
Web-Based
Windows
Mac
Types of Training
Training Videos
Customer Support
Business Hours
Online Support
Finoya Features and Options
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