Finology

Finology is an AI-powered cash flow solution designed for small businesses. It allows business owners to securely connect all their financial accounts in one place, track and reconcile transactions in real-time, and receive actionable recommendations to improve business decisions.

To use Finology, business owners need to follow these steps: 1. Set up: Connect financial accounts such as QuickBooks, bank accounts, credit cards, POS systems, or Excel sheets securely. Work with a dedicated financial expert to identify important numbers to monitor. 2. Financial insights: Get a quick view of money flowing in and out of the business, monitor critical numbers, and receive real-time financial projections for upcoming months. 3. Error detection: Finology's AI system learns about the business and identifies errors in finances, notifying the user to fix them immediately. 4. Recommendations: Follow step-by-step instructions provided by Finology to achieve business goals and improve financials. Expert support is also available.

Finology is a platform that helps small business owners improve their cash flow and make strategic financial decisions. By analyzing all of your financial data in one place and converting it into actionable recommendations using AI, we help you achieve your business goals with clarity and confidence.

Finology can analyze a variety of financial reports, including QuickBooks, Mindbody, Square, PayPal, Excel, bank account statements, and credit card statements. Simply connect all of your accounts in one place and we'll sync all of the information to provide you with an accurate analysis of your business.

We help you improve your cash flow by analyzing your financial data and identifying areas for improvement. For example, we may recommend that you collect money from certain clients who owe you outstanding balances, or we may suggest ways to reduce your expenses to increase your profitability. By providing you with these recommendations, we help you optimize your cash flow and make more informed decisions about your business.

Yes, your financial data is completely secure with Finology. We use state-of-the-art security measures and protocols to ensure your data is protected at all times. We also do not share or sell your data to any third-party companies.

Absolutely. Finology has dedicated financial experts who are available to help you with your pressing needs. You can reach out to us via messaging or schedule a virtual call, whatever suits you.

Finology is a good fit for businesses that need help planning and forecasting their financials, businesses that are growing but don’t know where their revenue and profits are coming from, and businesses that need visibility on their cash flow. We can help businesses in a variety of industries, and our personalized recommendations are customized to meet your specific needs.