Stop wrestling with spreadsheets. Finntree turns your bank statements into strategic insights in seconds, not hours. Here is everything under the hood.
Each feature is designed to eliminate one pain point of managing business finances.
Get strategic financial advice based on your real data. Not generic tips. Actual recommendations with specific dollar amounts, targets, and timelines tailored to your business.
Upload bank statements in PDF, CSV, or Excel. Our AI reads every page, extracts every transaction, detects opening balances, and categorizes everything automatically.
Revenue, expenses, cash flow, runway, profit margins, and burn rate in one view. All metrics update in real time as you add data. No spreadsheet gymnastics required.
AI assigns categories to every transaction. Disagree? Click to edit or create your own custom categories. The system learns from your corrections and gets smarter over time.
Three-scenario forecasting: conservative, balanced, and aggressive. See your projected cash position 30, 60, and 90 days out. Plan hiring, investments, and expenses with confidence.
Upload invoices or create them manually. Track status from Draft to Paid with one click. Our AI detects whether invoices were issued to or by your company automatically.
No setup fees. No onboarding calls. No accounting degree needed.
Drop your bank statement PDF, CSV, or Excel file. Any language, any bank.
Our AI extracts transactions, categorizes them, detects patterns, and calculates metrics.
Get strategic CFO-level advice with specific numbers. Cut costs, grow revenue, extend runway.
Beyond analytics. These features handle the day-to-day complexity of running a business.
Add all your business accounts. Tag each statement upload to the right account. Filter transactions per account.
Upload the same statement twice? We detect duplicates by matching date, amount, and description. You choose to skip or import.
See exactly where your money goes. Fixed vs variable costs, top spending categories, recurring subscriptions, and vendor benchmarks.
Mark any expense as operational with one click. Get accurate OPEX calculations for financial reporting and tax planning.
Your data syncs across all your devices automatically. Close your laptop, open your phone, everything is there. No manual export needed.
Upload statements in any language. Greek, German, English, French, Spanish. Our AI reads and categorizes transactions from any bank worldwide.
See how Finntree compares to the tools you are using today.
Financial data demands the highest level of protection. Here is how we keep it safe.
End-to-end encryption
All data encrypted at rest and in transit using AES-256
SOC 2 compliant infrastructure
Built on enterprise-grade cloud with continuous monitoring
No raw credential storage
We never store your bank login credentials
Role-based access control
Invite your team with granular permissions
Automatic backups
Your financial data is backed up continuously
GDPR ready
Full data export and deletion on request
Finntree analyzes your uploaded bank statements and invoices using advanced AI. It calculates key financial metrics like profit margins, burn rate, and runway, then provides strategic recommendations with specific dollar amounts and timelines based on your actual data.
Finntree supports PDF bank statements, CSV files, and Excel spreadsheets (xlsx/xls). Our AI can read statements in any language, including Greek, German, English, French, and Spanish.
Yes. All data is encrypted at rest and in transit using AES-256 encryption. We never store raw bank credentials. Our infrastructure follows SOC 2 compliance standards with continuous monitoring and automatic backups.
Yes. You can add multiple bank accounts in Settings, tag each statement upload to the correct account, and filter your transactions and reports by account.
Our AI correctly categorizes 85-95% of transactions on first upload. You can edit any category with one click, and the system learns from your corrections to improve accuracy over time.
Yes. Your data syncs automatically across all devices. Work on your laptop, check metrics on your phone, share reports from your tablet. Everything stays in sync.
Join thousands of businesses that replaced their spreadsheets with an AI CFO. Free to start, no credit card required.