Works With Any Software

AI Agents that work on top of your software

Layer intelligent agents on QuickBooks, Xero, ERPNext — no migration. Speed of AI, reliability of human oversight.

✓ No migration · ✓ Human-verified · ✓ Active in minutes

QuickBooksXeroERPNextFreshBooksSageWave
Agent Hub · All Active
Bookkeeper
Always-on books
CFO Agent
Strategy on demand
Expense Agent
Receipts → clean data
Bills Agent
AP on autopilot
Audit Agent
24/7 compliance
Insights Agent
What to do next
247 tasks automated · $2,300 avg savings · 0 errors

No Migration

Keep your existing software. Agents connect via secure API in minutes.

Human + AI

Every AI action verified by experts. Speed of automation, reliability of humans.

Real-Time 24/7

Instant alerts on anomalies, risks, and opportunities — not just at month-end.

Meet the Agents

Six specialized agents. One unified platform.

Each agent does one thing exceptionally well. Run them individually, or deploy the full team — every action verified by your human bookkeeper before it affects your books.

Live · Transaction Feed
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Reconciled today0 / 247
01 · Agent

AI Bookkeeper

Your books close themselves.

The AI Bookkeeper categorizes every transaction, reconciles your bank and credit cards, and closes the month — continuously, not just at the 15th. It learns your patterns, remembers your vendors, and hands off a clean book to your human bookkeeper for final sign-off.

Auto-categorize every transactionBank & credit card reconciliationCatches duplicates and outliersMonth-end close, on autopilot

Proof: Processes 247 transactions in 3 minutes. 99.8% accuracy across 1,000+ clients.

Works withQuickBooksXeroERPNextFreshBooks
Cash Runway Forecast
Projected runway
47 days
Base
Today+30d+60d+90d
Burn
$38.1K
Revenue
$47.2K
Net
+$9.1K
02 · Agent

AI CFO Agent

Ask your finances anything.

A fractional CFO in software form. Forecasts cash 30, 60, 90 days out. Runs what-if scenarios — 'what if we hire two people?' 'what if Q3 comes in 20% light?' — and answers in plain English with board-ready charts you can paste into any deck.

30/60/90-day cash forecastsWhat-if scenario modellingKPI dashboards you actually useBoard-ready financial packages

Proof: Clients see 47 days of cash visibility on average. One customer identified $2,300/mo in recoverable spend in the first week.

Works withAny accounting systemDirect bank feedsExcel export
OCR Processing
12s avg
STARBUCKS
#4728 · Mar 14 2024
Latte Grande 4.95
Croissant 3.50
Cookie 2.95
Tip 1.00
──────────────
Subtotal 12.40
Tax 1.42
TOTAL 18.45
Vendor
Amount
Date
Category
Tax
03 · Agent

AI Expense Agent

Receipts in. Clean data out.

Snap a photo — or forward an email receipt — and the Expense Agent extracts vendor, amount, date, and tax, matches it to the transaction in your books, and flags anything that breaks policy. No data entry. No end-of-month scramble.

OCR for receipts and invoicesAuto-match to transactionsPolicy rules you defineSpend trend reports by category

Proof: Processes a receipt in 12 seconds. Caught $340 in policy violations for one client in month one.

Works withMobile captureEmail forwardingExpensify / Ramp import
Bill Queue · Optimizing
4 bills
AWS
Due Day 28
$612.40
Office Supplies
Due Day 15
$284.00
AWS
Due Day 28
$612.40
Legal counsel
Due Day 10
$4,200.00
Cash freed this cycle
$0
On-time rate
100%
04 · Agent

AI Bills Agent

Pay bills on your terms. Never late. Never twice.

The Bills Agent ingests every invoice, catches duplicates before they're paid, and times payments to protect your cash flow — Net 30 when it helps, early-pay discounts when the math works. You approve; it handles the rest.

Smart payment schedulingDuplicate invoice detectionCash-flow-optimized timingVendor and AP ageing tracking

Proof: Freed $3,200 in working capital for the average client. 100% on-time payment rate. Zero duplicates paid.

Works withBill.comMelioQuickBooks APACH / check / card
Compliance Monitor · 24/7
Audit-ready
Clean (24)Reviewing (0)Fixed (0)
142 entries reviewed this month. Every journal entry documented, every anomaly flagged and resolved — audit trail ready for any reviewer.
05 · Agent

AI Audit Agent

Audit-ready, every day.

Instead of a once-a-year scramble, the Audit Agent watches your books continuously — checking for errors, missing documentation, unusual journal entries, and compliance gaps. Every change leaves an audit trail. If anything's off, you hear about it that day, not in April.

24/7 error & anomaly detectionAutomatic audit trail on every changeMissing document alertsPre-audit readiness reports

Proof: Zero compliance gaps across 142 entries/month. Clients pass IRS and investor reviews without last-minute cleanup.

Works withSOC 2-ready processesGAAP and cash-basisAudit trail export
Monthly Insights · March
3 actions
6-month Revenue↑ 24% YTD
06 · Agent

AI Insights Agent

The 'what to do next' agent.

The Insights Agent reads your financials the way a strategic CFO would — spots revenue trends before they become obvious, finds the cost drivers quietly eating your margin, and translates the numbers into three specific actions you can take this week.

Monthly trend & margin analysisCost driver identificationSeasonal pattern forecasts3 concrete actions per report

Proof: Average client saves $1,420/year from Insights-flagged actions alone. 22% hit rate on cost-reduction recommendations.

Works withAll Finneste dataIndustry benchmarksCustom KPI tracking
See Which Agents Fit Your Business

Free 20-min call. No obligation. We'll tell you honestly which agents will move the needle for you.

How It Works

Setup to AI insights in minutes

01

Connect

Link your software via secure API. Read-only.

02

Deploy

AI agents activate and start processing.

03

Verify

Experts review all AI actions.

04

Insight

Real-time dashboards and monthly reports.

Testimonials

Trusted by thousands

★★★★★

"Finneste gave me back my weekends! Everything's handled smoothly."

JL
Jason L.
Owner
Saved $2.1K/yr
★★★★★

"Secure, reliable, super convenient. Real-time alerts for everything."

MT
Maria T.
Owner
Saved $1.8K/yr
★★★★★

"Best decision for my growing business. Streamlined everything."

BK
Brian K.
E-commerce
Saved $3.2K/yr

AI Agent Pricing

Start with one agent. Scale to the full team.

Deploy AI agents on top of your existing software. Every action verified by your human bookkeeper before it affects your books.

Single Agent
$399/month
+ $499 one-time setup

Pick one AI agent to start

Best for: Solving a specific pain point

  • Choose 1 of 6 AI agents
  • Bookkeeper, CFO, Expense, Bills, Audit, or Insights
  • Works on top of your existing software
  • Human-verified outputs
  • Setup in 48 hours
  • Monthly performance report
  • Email support
Choose Plan
Most Popular
Agent Bundle
$1,199/month
+ $999 one-time setup

Deploy three agents of your choice

Best for: Comprehensive automation across multiple workflows

  • Choose 3 of 6 AI agents
  • Unified dashboard for all agents
  • Cross-agent intelligence (agents share data)
  • Priority human oversight
  • Weekly performance insights
  • Agent tuning per your business
  • Email + chat support (24hr)
Get Started
Full Team
$2,399/month
+ $1,999 one-time setup

The complete AI finance team

Best for: Full-stack automation + strategic insights

  • All 6 AI agents deployed
  • Bookkeeper + CFO + Expense + Bills + Audit + Insights
  • Unified command center dashboard
  • Dedicated agent supervisor
  • Weekly strategy calls
  • Custom agent training per workflow
  • Priority support (same-day)
  • Quarterly ROI reporting
Choose Plan
No long-term contractsCancel or switch tiers anytimeFree 30-day onboardingHuman-verified accuracy
Quick Answer

Finneste's 6 AI agents automate 80% of bookkeeping work in real-time: Auto-Reconcile AI (categorizes and reconciles transactions), Bill-Pay AI (routes approvals and schedules payments), CFO Insights AI (flags anomalies and forecasts cash flow), Anomaly Detective AI (fraud detection), Close AI (monthly close automation), and Reports AI (generates management reports). Humans verify every output — 99%+ accuracy with real-time speed.

FAQ

Frequently asked questions

What are Finneste's 6 AI agents?+
Auto-Reconcile AI (transaction categorization + bank reconciliations), Bill-Pay AI (AP automation), CFO Insights AI (cash flow forecasting + anomaly detection), Anomaly Detective AI (fraud + error detection), Close AI (month-end close automation), and Reports AI (automated management reporting).
Do AI agents replace human bookkeepers?+
No. AI agents handle routine 80% of work (categorization, reconciliation, report generation) while humans verify outputs, handle judgment calls, and provide client advisory. Pure AI achieves ~85% accuracy; hybrid AI + human achieves 99%+.
Which accounting software do AI agents work with?+
All major platforms: QuickBooks Online, Xero, FreshBooks, Sage, Wave, ERPNext, Odoo, NetSuite. The AI agents integrate via API — no migration needed. You keep using your existing software.
How do AI agents protect my data?+
256-bit encryption in transit and at rest, SOC 2 Type II compliance, read-only bank connections (AI can't move money), role-based access controls, and audit logs for every action. Your data never leaves SOC 2-certified infrastructure.
Can I see what the AI is doing?+
Yes. Every AI action is logged in your dashboard with the transaction, categorization, confidence score, and human reviewer. You can review and override any AI decision.
How much do AI agents cost?+
AI agents are included in every Finneste plan starting at $99/month. There's no separate AI fee. Premium features like CFO Insights (cash flow forecasting) are included in Growth ($399/mo) and Scale ($1,899/mo).

Ready to get started? Let's talk.

Book a free consultation. No contracts, no pressure — just a clear plan for your business finances.

Book Free Consultation →Call (832) 930-3963

✓ Free · ✓ No contracts · ✓ Response within 24 hours · ✓ info@finneste.com