Finsolv AI
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THE AI BACK OFFICE

One workspace. An AI agent for every part of your practice.

Finsolv AI gives chartered accountants, audit managers and finance teams a dedicated agent for every module a firm runs — reconciliation, audit, tax, payables, reporting and more. Close in an afternoon, not a fortnight.

LAUNCH OFFERFirst month free — early-access signups only
1,200+ practitioners already on the list · No card required
Acme & Co · Month-end close
Agent working
RECONCILIATION AGENT
Matching transactions...
scanning
1,290 lines
● REASONING
Bank credit ₹48,200 on 02 Jul matches invoice INV-2291 — amount, date window and counterparty align.
HDFC Bank → Sales02 Jul · INV-2291
48,200.00MATCHED
Stripe payout03 Jul · auto
QUEUED
Acme & Co · Month-end close
Agent working
TAX, GST & VAT AGENT
Validating GSTR-3B...
checking
214 invoices
● FLAGGED
Input credit on 3 purchases not in supplier’s GSTR-2B — ₹18,400 ITC at risk. Hold before filing.
ITC mismatch · 3 billsGSTR-2B not reconciled
18,400.00FLAGGED
Output GST · salesreconciled
MATCHED
Acme & Co · Month-end close
● Debits = Credits
RECONCILIATION AGENT
July 2026
1,284 / 1,290
matched
HDFC Bank → Sales02 Jul · INV-2291
48,200.00MATCHED
Stripe payout03 Jul · auto
12,940.55MATCHED
Vendor refund04 Jul · needs review
3,110.00REVIEW
Payroll → Salaries05 Jul · batch
86,500.00MATCHED
Acme & Co · Month-end close
Agent working
RECONCILIATION AGENT
Matching transactions...
scanning
1,290 lines
● REASONING
Bank credit ₹48,200 on 02 Jul matches invoice INV-2291 — amount, date window and counterparty align.
HDFC Bank → Sales02 Jul · INV-2291
48,200.00MATCHED
Stripe payout03 Jul · auto
QUEUED
SYNCS WITH
Xero QuickBooks Tally Zoho Books Sage
THE MONTH-END GRIND

You didn’t qualify to copy-paste transactions.

Chartered accountants, audit managers and finance teams lose the most time at the close — and firms lose the most margin. Here’s what Finsolv’s agents take off your desk.

Manual reconciliation eats the close
Matching thousands of lines across bank feeds, ledgers and statements by hand — every single month.
Workpapers never audit-ready
Rebuilding tie-outs and support schedules from scratch the moment a reviewer asks for evidence.
Tools that don’t talk
Exporting CSVs between Xero, QuickBooks and Tally — then reconciling the exports against each other.
One more client, one more late night
Headcount is the only lever to grow. Margins shrink with every name you add to the roster.
HOW IT WORKS

Live in an afternoon. Closing by morning.

01
Connect your stack
Link Xero, QuickBooks, Tally and your bank feeds in minutes. Read-only and SOC 2 — nothing gets posted without you.
02
Let the agents work
Reconciliation, audit, tax and reporting agents match, flag and draft — handing off to each other while you sleep.
03
Review & close
Approve the handful of exceptions, export audit-ready workpapers, sign off. Debits = Credits, always.
THE AGENTS

A dedicated AI agent for every module in your practice.

Not one generic assistant — a specialised agent for each function a CA office runs, working together in a single workspace.

● AGENT
Reconciliation Agent
Matches bank feeds, ledgers and statements automatically — surfaces only the exceptions that need a human eye.
● AGENT
Audit & Workpapers Agent
Builds audit-ready tie-outs, lead schedules and evidence trails — export the moment a reviewer asks.
● AGENT
Tax, GST & VAT Agent
Prepares returns and reconciles liabilities across GST, VAT and regional regimes, flagging mismatches early.
● AGENT
Accounts Payable Agent
Captures bills, codes them, matches to purchase orders and queues payment runs for your approval.
● AGENT
Accounts Receivable Agent
Raises invoices, chases collections and keeps the aging clean — without the manual follow-up grind.
● AGENT
Financial Reporting Agent
Generates MIS, P&L, balance sheet and cash-flow packs on schedule, ready to send to the client.
● AGENT
Payroll Agent
Runs salaries, statutory deductions and filings, reconciled to the ledger every cycle.
● AGENT
Compliance Agent
Tracks statutory deadlines, filings and regulatory changes across jurisdictions — nothing slips past a due date.
● AGENT
Advisory & Insights Agent
Spots anomalies, forecasts cash and surfaces the numbers worth a conversation with your client.
● AGENT
CFO Agent
Rolls every module into a CFO-level view — forecasts cash, tracks KPIs and surfaces the numbers that need a decision.
ONE PLATFORM

Built for the way firms actually work.

Works with your stack
Native sync with Xero, QuickBooks, Tally, Zoho and Sage, plus 30+ bank feeds. No CSV gymnastics.
Built for firms
One workspace for every client, with roles, review queues and partner sign-off built in.
Bank-grade security
SOC 2 Type II, ISO 27001, AES-256 at rest and read-only connections. Your data stays yours.
Global & multi-currency
INR, GBP, USD, AED, SAR, QAR and more, with multi-currency ledgers and regional tax handling.
40+ hrs
saved every month-end close
10
AI agents across your modules
30+
native integrations & bank feeds
5×
more clients per firm
PRICING

Priced to scale with your roster.

Every plan includes all 10 AI agents. Join from the waitlist and your first month is on us — founder pricing stays locked for 12 months after that.

Starter
Solo CAs & small practice
$29/mo
Join the waitlist
✓All 10 AI agents included
✓Up to 10 clients
✓Auto bank reconciliation
✓2 integrations
✓Email support
MOST POPULAR
Growth
Growing firms
$79/mo
Join the waitlist
✓All 10 AI agents included
✓Up to 50 clients
✓Exception review queues
✓All 30+ integrations
✓Partner sign-off & roles
✓Priority support
Firm
Multi-partner & enterprise
$199/mo
Talk to sales
✓All 10 AI agents included
✓Up to 100 clients
✓SSO & full audit logs
✓Custom agent workflows
✓Dedicated success manager
✓Onboarding & SLA
LAUNCH OFFER Get your first month completely free — exclusively for early-access signups.
TRUSTED BY PRACTITIONERS

The close, quietly handled.

“The agents cleared our reconciliation backlog in a weekend. Our July close took one afternoon instead of nine days.”
PN
Priya Nair, FCA
Partner · Nair & Associates
“Workpapers come out audit-ready. As an audit manager I stopped asking for rebuilds — the evidence trail is just there.”
JO
James Okafor
Audit Manager · Meridian Advisory
“We doubled our client roster without a single new hire. Finsolv is genuinely the back office we could never staff.”
FA
Fatima Al-Rashid
Finance Director · Gulf Holdings
FAQ

Questions practitioners ask us.

What exactly are the AI agents? –
Each agent is a specialised AI worker for one module of your practice — reconciliation, audit, tax, payables, receivables, reporting, payroll, compliance, advisory and a dedicated CFO agent. They run autonomously, share the same ledger, and hand off to each other so nothing falls between functions.
Which accounting tools does Finsolv connect to? +
Do the agents post entries on their own? +
Is my clients’ financial data secure? +
What currencies and regions do you support? +
What do I get with early access? +

Get early access — your first month is free.

Priority onboarding, founder pricing, and a free migration of your first three clients.

Debits = Credits, always.
Finsolv AI The AI Back Office · © 2026 Finsolv AI
AI Agents Security Pricing Contact