FOR ACCOUNTANTS, TAX OFFICES & PAYROLL FIRMS
From intake to officiallaunch.
Let clients do the preparation work online, review and finalise the business and financial plan together in a single file, and forward it with one click to the business counter. All under your own branding via white label, so clients never see Finny. Less administration, more time for advice.
01: Business plan
Not just AI. An AI that thinks critically with you.
FINNY first builds a structured summary of the company. A critical AI agent then checks all the data, asks follow-up questions, detects inconsistencies, and challenges assumptions before the financial plan is drawn up. Only then does FINNY automatically write the business plan, fully aligned with the financial figures. Even after it's drafted, you and your client can easily adjust everything through the Finny AI Assistant.
AI builds a company summary.
FINNY automatically generates the financial plan.
AI writes the complete business plan based on the financial data.
The FINNY AI Assistant checks the entire file, detects inconsistencies, and suggests targeted improvements.
Adjust everything afterwards through the FINNY AI Assistant. Every change is automatically processed in the business plan, the financial plan, and saved in a complete version and change history.
automated coverage
02: Financial plan
No more spreadsheets. Just reliable figures.
FINNY automates the entire financial processing according to Belgian regulations. All calculations stay automatically in sync, so you spend less time checking and deliver a professional financial plan faster.
03: The builder
Planned to the month, accurately.
FINNY plans revenue, costs, investments, and funding not per year, but down to the month. This way your financial plan matches your client's actual start-up timeline, and cash flows, liquidity, and funding needs stay correctly calculated. A financial plan that follows reality is one you can hand to the client or the notary drawing up the deed.
04: Block templates
Build faster with smart building blocks.
Finny includes an extensive library of ready-made block templates for investments, personnel, buildings, vehicles, IT, marketing, funding, and more. Add complete components to a financial plan in one click, including all linked costs, investments, depreciation, and funding.
Block Templates
Select templates to populate your financial plan
Applied templates
Passenger Car
Investment, insurance, fuel, maintenance, road tax, and financing.
Business Premises
Rent, utilities, furnishings, and insurance.
IT & Software
Hardware, software licences, and maintenance contracts.
Personnel
Gross salary, employer contributions, and holiday pay.
Marketing & Ads
Online ads, website hosting, design, and print costs.
Base Costs
Accounting, phone, banking fees, and general overhead.
More than 100 ready-made block templates, with all linked costs and investments added automatically.
Belgian fiscal and accounting rules processed by default in every template.
Less manual entry, more consistent files. Save time on every starter file.
05: Plan templates
Reuse your expertise, save time.
Are you specialized in a particular sector, or do you regularly guide similar starters? Save a fully completed file as a template and use it as a starting point for future clients. This way you build further on your own expertise, work faster, and consistently deliver the same quality.
Templates
Bakery & HORECA
Global5-year plan
5 investments, 14 fixed costs, 3 revenue streams. Pre-filled for food service.
Transport Company
Private5-year plan
6 investments, 18 fixed costs, 4 revenue streams. Includes vehicle fleet and drivers.
Freelance Consultant
Private3-year plan
1 investment, 7 fixed costs, 5 revenue streams. Lean setup for solo operators.
Save every completed file as a template and reuse costs, investments, funding, revenue streams, and settings in new files.
Work sector-specific with templates for, for example, HORECA, construction, liberal professions, transport, or consultancy.
Easily adjust every new file to your client's situation and save time on every starter file.
Digitize your entire starter journey.
From intake and business plan to financial plan and administrative launch. All in one platform, fully in your control.