Finney
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Finney’s team, backing yours

Finney’s agents don’t replace your finance team. They take the narrow, repetitive jobs off its plate. Each one does a single, specific task you’d hand off (“can you reconcile the cash to the ledger?”). Finney coordinates them and prepares the reports. Click anyone to see exactly what they do for you.

11
Agents
9
Processes
33
Steps
9
Engines
Reporting to the Close Runner
A living finance department

The team, running a real company

Here’s that same team running live, keeping the books, reconciling, and closing the month for an example Series A SaaS company, so you can see every number and picture your own. Pick a month: May failed the gate honestly, June booked the fix and signed off.

The close timeline

Close after close, one dossier per month. Showing June 2025.

Company snapshot

Stratus, Inc.

Series A · B2B SaaS · 7 employees · Month ended June 30, 2025

Cash
$1,548,833
balance-sheet cash now ties to bank; ~41 mo runway
Net burn
$37,479/mo
trailing-3mo average
Revenue (June)
$45,500
vs $60,000 plan (−24.2%)
Net Income (June)
−$87,529
vs −$75,259 plan (−$12,270)
Gross Margin
82.6%
$37,588 on $45,500 revenue
Headcount
7
gross payroll $87,917/mo
Deferred Revenue
$168,000
inv-0083 + inv-0097 annual terms
Open AR
$84,500
ties to GL; 90+ days = $39,500

An example company and dataset, produced by the agent suite so you can follow two consecutive closes end to end, a month that failed honestly, and the fix that passed.

The books

The statements they produced

These are the real artifacts from this close, the close passed clean. Both trial-balance gates tie, the balance sheet is reliable and finally matches the bank, and the AR opening-balance gap that failed the prior month is fixed.

Close Sign-off

Reliable
AR / AP / Payroll subledgersDONE
Opening-balance remediation (je-ob-01/02)DONE
Consolidate, accruals, deferred revDONE
Bank reconciliationNO BREAKS
Subledger → GL reconciliationALL TIE
Trial balance (close gate)PASSED
Income statementDONE (reliable)
Balance sheetRELIABLE
CLOSE SIGN-OFFSIGNED

The Controller signed off. The hard trial-balance gate passed on both checks, all four subledgers tie, and the balance sheet is reliable and ties to the bank. Statements are final, the 2025-06 close is signed off by the CFO (Finney) and the Controller.

The close, step by step

The June 2025 run, processes and dependencies

This is the real close the team ran. The Controller orchestrates it as a task graph: the four subledger specialists run in parallel, consolidation and reconciliations follow, and the trial-balance gate has the final say. May failed the gate, exactly what should happen when the books don't tie. June booked the missing opening balances and passed. Both runs are real.

Gate passed, signed off2026-06-29 · period 2025-06 · 01:3402:13 UTC · 39 min wall-clock

Month-end close, June 2025

After May failed the gate on a $75,500 AR opening-balance break, the team booked the missing opening balances, Series A equity ($2,000,000), opening Retained Earnings (−$438,329 accumulated deficit), opening Cash, and the $75,500 opening AR, then closed June over the complete ledger. Both gates passed: debits = credits = $3,331,063 and all four subledgers tied (AR $84,500 = $84,500). The balance sheet is now RELIABLE, Cash $1,548,833 ties to the bank, Common Stock $2,000,000 is booked, equity is positive $1,378,625. The Controller signed off.

How it passed: The trial-balance gate has two checks. Gate 1, debits = credits ($3,331,063), passed. Gate 2, every subledger ties to its GL control account, passed too: the team booked the missing prior-period opening balances that failed May, so AR finally tied to the GL. With both gates clean and the balance sheet matching the bank, the Controller granted sign-off.
Watch the department run end to end, agent by agent.
Each row is an agent · columns follow the dependency chain (left → right). Click any task.DoneFlaggedFailed
AR Journals Creator
Bill Poster
Payroll Runner
Cash Reconciler
Close Runner
Variance Analyst

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