Automate Your Accounting. Generate Leads. Win Clients.
AI-powered financial workflow automation for accountants, bookkeepers, and SMBs.
14-day free trial, no credit card required.
Your Accounting Process is Stuck in 2000
Manual work drains billable hours and leaves growth on the table.
Manual Bank Statement Entry
Copy-pasting rows from PDFs and CSVs into spreadsheets, one transaction at a time.
6+ hrs / week per client
Hours Spent on Reconciliation
Chasing mismatches line-by-line across bank feeds and ledgers every month-end.
40% of month-end effort
No Lead Generation Strategy
Great at the books, invisible to new prospects. New business slips to competitors.
$0 from outbound pipeline
Meet FinanceAI Pro
Four AI modules that turn manual busywork into automated workflows.
Smart Statement Parser
Upload CSV, PDF, or Excel — FinanceAI auto-detects the format and columns for you.
Instant Financial Reports
P&L, Balance Sheet, and Cash Flow statements generated in seconds, ready to share.
Bank Reconciliation
Automated matching and variance detection flags every discrepancy for review.
Lead Generation AI Agent
Prospect outreach and pipeline management that fills your funnel while you work.
A Complete Financial Workspace
Every tool your practice needs, connected in one intelligent dashboard.
Multi-Account Management
Manage all of your client accounts side by side in one unified dashboard.
Universal File Format Support
CSV, Excel, PDF, or any bank export — import it and let FinanceAI do the rest.
Dynamic Column Detection
Auto-adjusts to shifting headers and structure so every file maps correctly.
Real-time Reconciliation
Match transactions instantly as feeds arrive and catch variances on the spot.
AI Lead Prospecting
Automated outbound campaigns research prospects and start conversations for you.
Comprehensive Reporting
P&L, cash flow, and full audit trails, exportable whenever you need them.
See Your Data at a Glance
One screen for accounts, transactions, reports, and your lead pipeline.
Account Summary Cards
Revenue, reconciliation status, and active leads at the top of every view.
Transaction List
Auto-categorized inflows and outflows, matched by FinanceAI in real time.
Report Generation
Cash flow and P&L charts refresh instantly as new data flows in.
Lead Pipeline
Track prospects from first touch to won across every stage of your funnel.
Simple, Transparent Pricing
Start with a 30-day free trial on every plan. No setup fees.
Professional
$79/month
- Unlimited accounts
- Advanced reports + exports
- AI lead generation
- API access
- Priority support
Enterprise
Custom
- Everything in Professional
- Dedicated support
- Custom integrations
- SLA guarantee
All plans include a 30-day free trial. No credit card required to start.
Ready to Transform Your Accounting?
Start your free trial and see FinanceAI Pro work on your own data.
Thanks! Check your email for next steps.
We just sent you instructions to activate your 14-day free trial.
Trusted by 2,000+ Accounting Professionals
“Reduced our statement processing time by 80%. Game changer.”
“The lead generation module alone pays for itself. Highly recommend.”
“Finally, a system that understands our workflow. Seamless integration.”
Frequently Asked Questions
FinanceAI Pro imports CSV, Excel, and PDF files from any bank. Our parser auto-detects the layout, so there is no manual mapping required for most statements.
Data is encrypted in transit and at rest with bank-grade AES-256 encryption. We follow SOC 2 aligned controls and never sell or share your financial records.
Yes. Professional and Enterprise plans include a REST API and webhooks so you can connect FinanceAI Pro to your ledger, CRM, and other apps in your stack.
No. Onboarding is free on every plan. Our team helps you import your first accounts and configure reports at no extra cost.
Full access to every feature for 14 days, including AI lead generation and unlimited reports. No credit card is required to start.
The AI agent researches prospects that match your ideal client profile, drafts personalized outreach, and tracks every reply inside your pipeline so you can focus on closing.
Prefer a guided walkthrough?
Schedule a live demo and we will map FinanceAI Pro to your exact workflow.