Published frameworks and control sets Fintra wrote. Each one lists the controls Fintra carries for it.
Finance: SOX and PCI DSS, and a starter set for SOC 1.Security: SOC 2 and GDPR, and starter sets for ISO 27001 and HIPAA.Customer success: contact center controls.
Start with one need, then connect everything around it.
CRM and market intelligence sit with Finance, compliance sits with Security, and HR and project delivery work together.
Pillar 1 of 4
Finance
Accounting, budgeting, sales commission and CRM connect financial decisions to the commercial work. Market intelligence helps the team find and understand its next opportunity.
Every relationship and every promise, followed to the outcome.
AI customer success and support over email and live chat, with SLAs and satisfaction scores, for every industry. Each client gets its own context, and support history and customer health connect to the people responsible for delivery.
1AI support across email and live chat
2SLA policies, satisfaction scores and shared support history
3Portfolio views across health, SLA risk and renewals, limited to what each person may see
4Evidence that tells activity apart from a finished outcome
SLA policy, Support history, Customer health, Commitments
A construction companySeparate account
Project follow-up, Meetings, Support, Outcomes
Each client account is kept apart. What a person can see across the portfolio follows their permissions. A request goes to an owner, who sees it through on the same records.
Security with SentriAI
SentriAI decides before an action runs, and keeps a record an auditor can recompute.
Before a bill payment is recorded, an ACH payment file is written, a vendor’s bank details change or a person’s role changes, a person or an AI agent asks Agent Fence. One deterministic policy answers allow, hold for a named approver, or deny, with the reason written down. Anything it cannot establish is a deny. The function that records a bill payment, writes an ACH payment file or changes a vendor’s bank details redeems a one-use authorization bound to that exact action before it runs, and the decision is sealed into a hash-chained record. Fintra moves no money: your bank does.
Recording a bill payment
Generating an ACH payment file
Changing a vendor’s bank details
Adding a vendor’s bank details
Changing a person’s role
Approving a contractor’s onboarding
Each of these refuses to run without SentriAI’s authorization.
Security and compliance in the same work your team already does.
Framework requirements, control monitoring and evidence sit in the everyday work. Each finding connects to its owner, the response and the evidence that it was fixed.
Finance
SOX and PCI DSS, and a starter set for SOC 1, with client trust accounting, and Fintra's own sets for money held for others and for billing.
Security
SOC 2 and GDPR, and starter sets for ISO 27001 and HIPAA, with Fintra's own set for authority delegated to people and AI agents.
Customer success
Contact center controls, each tied to a SOC 2, GDPR or PCI DSS requirement; a caller is identified before anything is disclosed or changed.
For compliance mapping, control evidence and readiness work.
The work is followed through to its business result.
Fintra connects the relationship, the operating decision and the evidence that the work was delivered.
Customer context beyond a contact record
Separate client accounts, account policies and permitted portfolio views connect support and success to the operating work.
Permission before retrieval
Fintra narrows the information to what is permitted before any AI uses it. The account, the identity and the delegated authority shape the answer.
A lineage behind every answer
The source, the assumption, the decision and the responsible owner stay connected as work moves between pillars.
The conversation is only the beginning
A message answered is not an invoice paid, and a sent quote is not an accepted one. Fintra keeps support on the same records as the customer’s invoices and quotes, so the business result sits beside the conversation.
1. InteractionA customer request
2. ActionAn approved next step
3. ObligationAn owned commitment
4. StateEvidence from the system of record
5. OutcomeThe business result, on the same records
What is an AI finance operating system?
An AI finance operating system runs a company’s accounting, budgets, bill pay, tax and compliance on one set of books. Software drafts the routine work, and a person approves anything that moves money before it posts. Fintra is one, built for small and medium businesses, so there is one set of numbers instead of several tools to reconcile.
An AI finance operating system is a single platform that runs a business’s core finance and workforce operations on one shared data model, with AI doing the routine work and a human approving anything consequential before it posts. Instead of stitching together separate tools for accounting, budgeting, forecasting, expenses, bill pay, payroll, tax, and compliance, an AI finance OS unifies them as one system of record so there are no sync jobs or CSV reconciling. Fintra is an AI finance operating system built for small and medium businesses, and Fintra Payroll is coming soon.
What does Fintra do?
Fintra unifies your finance stack on one AI-native data model: a double-entry general ledger with automated close and financial statements from posted journals; AP, AR, and expenses that each post real journal entries; a deep FP&A suite (budgeting, budget-vs-actuals, forecasting, scenarios, and a report builder with figure-citing AI insights); ASC 606 revenue recognition, sales tax, and sales commissions; equity, cap table, 409A, and ASC 718; group consolidation; compliance and GRC; and SentriAI security, which decides before a bill payment is recorded, an ACH payment file is written, a vendor’s bank details change or a person’s role changes, whoever starts it. Fintra Payroll is coming soon.
Can Fintra replace my accounting software?
Yes, for a small or medium business. Fintra runs a real double-entry general ledger with automated close, financial statements from posted journals, invoicing and AR, and bill pay and AP, plus a guided migration importer that parses an export from your current accounting tool into a balanced opening-balance entry, so it can be your accounting system of record rather than sit alongside it. It also consolidates a group of companies, with intercompany balances eliminated by rule, and covers budgeting, forecasting, expenses, tax, equity, and governance on one data model.
Can Fintra replace my spend-management tool?
Fintra covers expense management and bill pay and AP as part of a complete finance OS rather than a standalone spend tool, so spend flows straight into the books and the budget without an export step. One honest distinction: Fintra issues no corporate cards and moves no money itself. Every expense and bill posts a real journal entry, and your bank pays it.
How does AI governance for finance work in Fintra?
SentriAI, the security inside Fintra, decides before a bill payment is recorded, an ACH payment file is written, a vendor’s bank details change or a person’s role changes, whether a person or an AI agent starts it. Agent Fence answers allow, hold for a named approver, or deny, with the reason written down; anything it cannot establish is a deny. The functions that record a bill payment, write an ACH payment file or change a vendor’s bank details redeem a one-use authorization bound to that exact action before they run, and every decision is sealed into a hash-chained record an auditor can recompute.
Is Fintra production-ready today?
Yes. Accounting and the close, FP&A, revenue recognition, sales tax, equity and group consolidation run today. The ledger, revenue recognition, sales tax and equity post real double-entry journal entries, FP&A plans on those posted entries, and group consolidation builds the group’s statements from each company’s books. Compliance and SentriAI security run today on the same records, and all of it is covered by tests. Fintra Payroll is coming soon.
Does Fintra move real money or process payments?
No. Fintra is a system of record, not a bank or a payment processor. Every payment and bill posts a real journal entry, the functions that record a bill payment or write an ACH payment file check a one-use SentriAI authorization first, and your bank moves the money. The books are real before the money is.
How does payroll work in Fintra, and does it file taxes or move payroll money?
Fintra Payroll is coming soon. Until it launches, your payroll provider calculates the pay, pays your people and files the payroll taxes, and Fintra does not import or check pay runs, file taxes or move payroll money. When it launches, Fintra Payroll will check every pay run and draft its journal entry for review.
Spend less time keeping up with your business and more time growing it.
Pick your industry and the first workflow you want to see, and we will walk you through it in Fintra.