Fintra is the AI finance platform for the office of the CFO: one system of record where the close, cash and runway, forecasting, board reporting, and continuous controls all run on the same governed ledger. AI drafts the work (the close, reconciliations, variance narratives, and forecast updates) and a named person approves anything that moves money, with every decision sealed as recomputable, audit-ready evidence. It replaces a stitched stack of point tools with one platform, and controls test every transaction against SOX 404 and SOC 2 frameworks rather than a quarterly sample.
Close, cash, forecast, board reporting and controls on one set of books
One system of record for the close, cash, forecast, board reporting, and controls, with AI that drafts the work and a person who approves anything that moves money.
CFO cockpit
Illustrative- Monthly close: reviewing
- on track
- Cash & runway: live
- 18.4 mo
- Budget vs actuals: variance
- +6.2%
- Continuous controls: exception
- 1 open
- Board pack: ready to sign
- draft
Six jobs a CFO already owns, on one set of books.
Close, cash, forecast, board reporting and controls, drafted by AI and signed by a person, instead of stitched together across tools and spreadsheets.
A close that is a review, not a rebuild
Books stay current as activity posts, so month-end is reconciling and signing off, not rebuilding the numbers from a stack of exports.
Cash and runway you can trust today
Live bank, AP, and AR roll into a runway line that updates as bills are paid and invoices land, not a spreadsheet that is stale by the board meeting.
Forecasts on the same books as actuals
Budget-vs-actuals, driver-based forecasts, and a rolling 13-week cash flow move off real journal entries, so last month re-baselines the plan instead of being papered over.
Board-ready reporting, drillable to the line
Financial statements and variance come straight from posted journals, so a board question drills to the transaction instead of starting a spreadsheet hunt.
Continuous controls, audit-ready by default
Controls test every transaction against SOX 404 and SOC 2 frameworks, not a quarterly sample, and exceptions surface with the evidence already attached.
One platform instead of a stitched stack
Accounting, FP&A, payroll, spend, revenue, and controls share one ledger, so there is no export-and-paste seam left to drift out of date.
Your numbers are scattered across tools, and reconciled by hand.
A CFO does not lack data. The data lives in a dozen systems that each hold a piece and none of which agree. Fintra puts it on one ledger, so every function posts to the same books.
- The truth lives in versions
- The budget is in one spreadsheet, actuals in the accounting system, and the forecast in a third file that was current two weeks ago. Most CFO time goes to reconciling which one is right.
- Every tool holds a piece
- Billing, spend, payroll, and the general ledger each own part of the picture and none of them fully agree, so the number in the board deck gets defended instead of trusted.
- The close becomes a scramble
- Because nothing posts to a shared ledger cleanly, month-end turns into a hunt across exports and reconciliations rather than a review of books that are already clean.
The usual stack
Point tools, reconciled by hand
- Accounting / GL tool
- Billing & AR
- Spend & corporate cards
- Payroll & HR
- FP&A spreadsheets
- BI dashboards
- Controls in a binder
Fintra: one set of books
Every function on the same books
- Accounting & close
- Revenue & sales tax
- Bill pay & AP
- Payroll & HR
- Budgeting, forecast & cash
- Continuous controls & evidence
The runway on the dashboard is the same number your controller closes against, with no export-and-paste step left to go stale. Fintra runs single-company books per entity today; multi-entity consolidation is on the roadmap.
The AI drafts, and a named person approves what moves money.
Fintra drafts the close, the entry, the forecast and the approval, then routes anything consequential to a named person and keeps the decision as evidence you can hand an auditor.
AI drafts the work
The close, reconciliations, variance narratives, and forecast updates are drafted for you, grounded in your own books and policies, not generic assumptions.
A person approves what moves money
Anything consequential (a payment, a re-cut of revenue, an access change) pauses for a named approver before it lands. The policies you set route it to the right signer.
Every decision leaves a trail
Each governed action is recorded as hash-chained, recomputable evidence (the reasoning, the approver, and the result), so you can prove what happened rather than reconstruct it.
Every score can be explained
Scoring is deterministic and explainable. Governance decides and records on every wired-in action and gates where it is enforced; broader automatic enforcement is staged.
What is production-ready, and what we are building with you.
Available today
- A real double-entry ledger with automated close and statements straight from posted journals
- Budget-vs-actuals, driver-based forecasting, and a rolling 13-week cash flow and runway on real entries
- Revenue recognition, sales tax, and commissions calculated on the same books
- Continuous control testing mapped to SOX 404 and SOC 2, with exceptions and evidence attached
- Governed approvals with recomputable evidence on every wired-in action
Early access and on the roadmap
- Multi-entity consolidation: Fintra runs single-company books per entity today; roll-ups are on the roadmap
- Card, bill-pay, and financing rails simulate until you explicitly enable a provider, so no real money moves in demos
- Some governance surfaces run on seeded demo data today
- Live connectors to the tools you already use are a pluggable provider seam, live for design partners
SOC 2 readiness means mapped controls and audit-ready evidence: a formal SOC 2 attestation is issued by an independent auditor, never by us. In demos, no real money moves. We will always tell you what is production-ready and what we are building with you.
The office of the CFO, set up for how your industry runs.
The same ledger, close, forecast and controls, with the monthly work your industry adds on top.
What is Fintra for CFOs?
CFO questions, answered
Is Fintra a finance platform for CFOs or just accounting software?
It is a full finance platform. Accounting and the close are one part; on the same ledger Fintra also runs budgeting and forecasting, cash and runway, revenue and sales tax, payroll and HR, and continuous controls. A CFO gets one system of record for the whole office instead of an accounting tool bolted to a stack of point apps.
How does Fintra help with the monthly close?
AP, AR, and expenses each post their own journal entries as work happens, so the books stay current instead of being rebuilt at month-end. The AI drafts reconciliations and variance narratives, and a named person reviews and signs off. Because statements come straight from posted journals, the close is a review rather than a reconstruction.
Can I run forecasting and FP&A on the same books as my actuals?
Yes. Budget-vs-actuals, driver-based forecasting, a rolling 13-week cash flow, and runway all move off the same real journal entries your actuals live in. When a month misses plan, it re-baselines the model automatically, so the runway number in the board deck is the one the ledger produces, not a figure keyed in the night before.
How does Fintra support SOX 404 and SOC 2 controls?
Controls test every transaction (full-population, not a quarterly sample) and are mapped to SOX 404 and SOC 2 frameworks. Exceptions surface with audit-ready evidence already attached, and every governed action is recorded as recomputable evidence. This is control alignment and evidence, not a certificate: a formal SOC 2 attestation is issued by an independent auditor, never by Fintra.
Does the AI move money on its own?
No. Fintra is draft-first: the AI proposes the close, the entry, the payment, or the forecast, and anything that moves money or changes access pauses for a named human approver, routed by the policies you set. Every decision is sealed as a traceable record, so autonomy supports the CFO rather than bypassing oversight.
Does Fintra support multiple entities and consolidation?
Fintra runs single-company books per entity today, and multi-entity consolidation is on the roadmap. We flag that honestly rather than imply a roll-up ships today: the office of the CFO gets one governed system per entity now, with consolidated views coming.
See your close, cash, and forecast on one platform.
Bring your books. We will show the continuous close, the runway line, board-ready reporting, and the continuous controls and evidence trail on your numbers, with a person on anything that moves money.