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Finology
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Finology

Finology

Finology is a smart, AI-powered cash flow tool specifically designed for small businesses. It effortlessly pulls together all your financial accounts, letting you track transaction..
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Product Information

Description

Finology is a smart, AI-powered cash flow tool specifically designed for small businesses. It effortlessly pulls together all your financial accounts, letting you track transactions in real-time for accuracy and efficiency. Plus, it gives you valuable insights and personalized recommendations to help you make the best strategic moves.

How to use

To start using Finology, business owners should follow these steps: First, securely link your financial accounts like QuickBooks, bank accounts, credit cards, POS systems, or Excel spreadsheets, and work with a financial specialist to identify key metrics to track. Next, you'll get an immediate understanding of your business's inflows and outflows, see essential figures, and access real-time financial forecasts for future months. Finology's AI technology then understands your business to detect financial discrepancies, alerting you to correct them right away. Finally, you can follow the step-by-step guidance offered by Finology to reach your business objectives and enhance financial performance, with expert assistance also available.

Useful cases

Finology can help you address issues with poor planning and financial forecasting. It assists with managing and optimizing your cash flow, pinpointing your most lucrative products or services, assessing how sustainable your seasonal business is, and spotting profitable new business ventures.

Core features

  • It offers automated reconciliation and real-time transaction tracking. You'll get smart insights for better decision-making and improved business judgment. Enjoy instant visibility into your business's financial health through comprehensive financial reporting. It provides cash flow forecasts for the entire business or individual projects. And you can get it set up quickly, in less than 30 minutes.
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