Finology

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An AI-powered cash flow solution for small businesses to securely track and improve financial decisions. Dec-14 2024
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Finology
Product Information

What is Finology?

Finology is an AI-powered cash flow solution designed for small businesses. It allows business owners to securely connect all their financial accounts in one place, track and reconcile transactions in real-time, and receive actionable recommendations to improve business decisions.

How to use Finology?

To use Finology, business owners need to follow these steps: 1. Set up: Connect financial accounts such as QuickBooks, bank accounts, credit cards, POS systems, or Excel sheets securely. Work with a dedicated financial expert to identify important numbers to monitor. 2. Financial insights: Get a quick view of money flowing in and out of the business, monitor critical numbers, and receive real-time financial projections for upcoming months. 3. Error detection: Finology's AI system learns about the business and identifies errors in finances, notifying the user to fix them immediately. 4. Recommendations: Follow step-by-step instructions provided by Finology to achieve business goals and improve financials. Expert support is also available.

Finology's Core Features

Quick setup in under 30 minutes

Automated tracking and reconciliation of transactions in real-time

Cash flow predictions for the entire business or each project

Smart recommendations for critical decisions and improved business judgment

Real-time visibility into business health with powerful financial reporting

Finology's Use Cases

Inadequate planning and forecasting of financials

Cash flow management and optimization

Identifying profitable products or services

Seasonal business viability

Identifying profitable business opportunities

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