Finney for CFO

Capital, cash, and the numbers the board sees.

Finney works with you to keep the business's financial picture clear, current, and ready to act on. You own capital, cash, the numbers the board and investors see, and the strategic calls behind them. Finney is the team behind you: it assembles the analysis, builds the models and dashboards, and brings the finished view back for your judgment, so your time goes to deciding, not to assembling.

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Your responsible professional validates sources, assumptions, and exceptions, requests changes, and signs off. The examples below describe recorded work, not a guarantee for a new deployment. Recorded examples describe the workflow. Actual permissions, executor identity, approvals, sending controls, client-specific validation, elapsed time, and production behavior require configuration and verification. Your responsible professional reviews and approves the work.

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Finney outcomes for CFO

What Finney delivers for you

A cash position across connected bank and investment accounts, with a liquidity forecast for an agreed horizon

Board and investor packages assembled from agreed sources, ready for your review

A cash flow forecast dashboard you can open in a meeting and drill into on the spot

Revenue mapped across provided sources, with recognition methodology documented for professional review

A build, buy, or partner assessment on a major system decision, with scope, architecture, and tradeoffs laid out

Governance and proposal documents distilled into a two-page executive brief you can act on

A running radar on the finance AI vendor landscape, so your technology bets are informed

Variance and margin analysis on demand, with the drivers explained, not just the numbers

Runway and scenario views for headcount and spend, refreshed from available inputs after successful updates

One morning briefing that puts calendar, inbox, and cash in a single glance

How Finney does it

1You set the objective2Finney plans the work3The team does the work4A reviewer checks it5You review and approve

Say the objective: "Get me a board-ready cash and runway view for Thursday." Finney plans the work, pulling balances across your accounts, reconciling them, forecasting liquidity, and drafting the narrative. Its team does the pieces: one agent consolidates the accounts, another builds the forecast, another assembles the deck. A reviewer modeled on your standards checks the math, the formatting, and the story before it reaches you. You open the finished package, send it back for a change, or approve it. The call, and the credit in the boardroom, stay yours.

Recorded workflow example

Objective: a CFO needed a working cash flow forecast to present at a live session. Finney's team built a live cash flow forecast dashboard as a deployable web app, with a custom menu and sidebar, populated it with the data set, and deployed it in time for the presentation. Result: a working, presented dashboard, built and shipped inside the engagement rather than mocked up in slides. In a separate 2024 revenue example, the inventory reports mapping across more than 48 sources with SOC 1 readiness documentation, not certification or an audit opinion, and turned a set of governance proposals into a print-ready two-page executive brief.

finney.finance use-case library: "CFO Cash Flow Forecast Dashboard", "Revenue Mapped Across 48+ Sources", "Governance Proposal Analysis", "Finance AI Vendor Radar".

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