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finOS

AI Finance for Startups

The operational intelligence layer for startup finance. Not a QuickBooks replacement, but the AI brain that sits on top. Runway tracking, MRR analytics, AI-categorized expenses, automated investor updates, and natural language financial queries powered by multi-model AI.

See it in action

Demo coming soon

Core modules

Financial Data Hub

Plaid + Stripe + manual upload unified into one transaction ledger. AI re-categorization corrects misclassifications with Claude.

Expense Intelligence

Auto-categorization pipeline, anomaly detection with z-score analysis, subscription tracking, and receipt/invoice OCR via Veryfi.

Cash Flow & Runway

Real-time runway calculation, AI scenario modeling, Prophet-powered forecasting, and configurable danger zone alerts.

Revenue Analytics

Correct MRR/ARR calculation, cohort analysis, LTV:CAC tracking, revenue recognition, and AI-generated trend insights.

Investor Relations

Auto-generated investor updates from real data, investor CRM pipeline, data room automation, and board deck generation.

Accounts Payable/Receivable

Invoice ingestion with OCR, Slack-integrated approval workflows, bill pay scheduling, and two-way QuickBooks/Xero sync.

Tax & Compliance

Automated deadline tracking, 1099 identification, sales tax nexus monitoring, R&D credit estimation, and RAG on tax code.

AI Financial Chat

Natural language to SQL queries, context-aware answers, weekly Slack/email digests, and rendered charts from query results.

Built With

Tech stack

Production-grade infrastructure designed for reliability, speed, and scale.

FastAPI

Backend

High-performance async Python API framework

React + Vite

Frontend

React with Vite for instant HMR and fast builds

PostgreSQL

Database

Advanced relational database with JSON and full-text search

Redis

Cache

In-memory data store for caching and real-time messaging

Celery

Queue

Distributed task queue for async job processing

Connects With

Integrations

Seamless connections to the tools teams already rely on.

Plaid

Banking

Connect bank accounts for real-time transaction data, balances, and identity verification.

Stripe

Payments

Pull revenue, subscription metrics, and payment data for MRR/ARR calculations.

QuickBooks

Accounting

Two-way sync for accounting data, reconciliation, and tax-grade reporting.

Slack

Communication

Invoice approvals, anomaly alerts, weekly AI digests, and integration status updates.

Veryfi

OCR

Extract data from receipts and invoices with 99.8% accuracy in under 2 seconds.

Google Docs

Documents

Generate and share investor updates, financial reports, and board decks.

Ready to supercharge finance for startups?

Talk to us about setting up a custom finOS tailored to your workflows.

Launch finOS