Frequently asked questions

FinAnalytics is an AI-powered platform that turns financial data into clear, client-ready advisory reports in minutes.

It helps accountants, fractional CFOs, and business coaches deliver high-quality insights, recommendations, and analysis without spending hours preparing reports.

FinAnalytics is built for modern advisory businesses, including:

• Accounting firms moving beyond compliance
• Fractional CFOs delivering strategic financial advice
• Business coaches who want to bring more financial insight into their sessions

If you work with clients and want to deliver more value through better insights, FinAnalytics is designed for you.

Most advisors know what their clients need ... but don't have the time to deliver it consistently.

Creating meaningful advisory reports:

• Takes hours
• Competes with other work
• Is difficult to scale across all clients

FinAnalytics removes this bottleneck by generating structured, high-quality advisory reports in minutes.

FinAnalytics can generate a wide range of advisory reports, including:

• Financial performance analysis
• Cash flow and ratio analysis
• Benchmarking and break-even insights
• Valuation and capital raising reports
• Lending and broker-ready reports
• Risk analysis and insolvency risk
• Tax minimisation suggestions
• Recommendations on ways the business can improve
• Marketing suggestions for you that provide ideas about other ways you could assist your client
• There's even a "Dummies" guide to the financial statements

Each report is tailored specifically for the client, written in jargon-free English, and contains charts and actionable recommendations.

FinAnalytics follows a simple workflow:

• Upload financial data (Xero, PDF, CSV, etc.)
• Add context about the business
• Select the type of report
• AI analyses the data and drafts the report
• You review, refine, and send to your client

The entire process can take less than 10 minutes.

FinAnalytics is designed to support, not replace, your professional judgement.

• Outputs are structured and grounded in financial logic
• You review, edit if required, and approve all reports before sharing
• Results are tested for accuracy and reliability

It acts as a co-pilot, helping you work faster while maintaining control.

No.

AI won't replace advisors ... but it will change expectations.

FinAnalytics helps you:

• Deliver better insights
• Communicate more clearly
• Add more value to your clients
• Generate new ideas for ways you can assist your clients

It enhances your role rather than replacing it.

FinAnalytics enables you to:

• Deliver higher-value advisory services
• Increase the frequency of client interactions
• Strengthen relationships and retention
• Justify premium pricing
• Generate additional work

Instead of being seen as a cost, you become a strategic partner.

Reports can be generated in just a few minutes ... compared to hours or days manually.

You can import data from:

• Xero (direct integration)
• PDF financial statements
• CSV exports from accounting systems

Additional integrations (e.g. QuickBooks, MYOB) are coming soon.

Yes ... data security and confidentiality are core priorities.

• Two-factor authentication (2FA) is enabled
• Client data is never used to train AI models, so it always remains confidential
• Data is handled in a secure environment
• Regular, independent, expert cybersecurity reviews are conducted to ensure FinAnalytics is always up-to-date

Your client data remains private, confidential and protected.

Yes.

All reports can be:

• Reviewed and edited
• Refined with your own insights
• Exported (e.g. to Word) for final presentation

This ensures the output aligns with your brand and client needs.

Traditional tools focus on dashboards and historical reporting.

FinAnalytics focuses on:

• Interpreting the numbers
• Generating insights
• Providing recommendations

It's built for client conversations, and adding value … not just more numbers.

While general AI tools can generate text, they:

• Require manual prompting
• Lack structure and consistency
• Confidentiality and privacy are significant concerns
• Are not designed for client-ready financial reporting
• Require manual exporting, copying and pasting — this is time-consuming and error prone

FinAnalytics is purpose-built for financial advisory:

• Structured outputs
• Consistent quality
• Designed for real-world use with clients
• Integrated with popular accounting systems

FinAnalytics is priced per client, per month, in USD. There are three plans:

• Starter — $19.95 USD / client / month
• Growth — $29.95 USD / client / month
• Executive — $39.95 USD / client / month

Every new sign-up starts with a 1-month free trial. You enter a credit card to begin, but it's not charged until the trial ends — and billing continues automatically each month after that.

You're also covered by our 3-month money-back guarantee. If your clients aren't noticeably happier with your advisory work after three months, we'll refund you in full.

You can get started in minutes:

• Sign up for a free account
• Upload financial data
• Generate your first advisory report

Start your free trial and see the output for yourself.