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FinAI Insights

What FinAI Insights is
FinAI Insights is web-based FP&A software from a company founded in 2023. It combines budgeting, rolling forecasts, group consolidation, dashboards, cash-flow forecasting, scenarios and tax in a linked three-statement model. The model reconciles the income statement, balance sheet and cash flow statement. Cash planning includes a 13-week direct forecast and an indirect forecast of up to 24 months. An AI assistant answers plain-language questions by voice or text using the user’s financial data. Connections are listed for QuickBooks Online, Xero and Wave, with XLSX and CSV uploads and SAP and NetSuite import templates. Pages, charts, imports and reports do not use AI credits; AI features do. Plans cover one to 50 users. Solo costs $49 a month, Team 199.00 USD, and Business 599.00 USD; yearly billing is offered without a listed yearly price. A 15-day trial is listed, and extra credit packs are available.
Who it suits
FinAI Insights suits finance owners, FP&A teams, leadership groups and enterprise users needing linked planning and forecasting. Seat options range from one to 50 users.
What it does well
- Linked three-statement financial model
- 13-week direct cash forecast
- AI questions by voice or text
- QuickBooks, Xero and Wave connections
- Scenario and variance analysis
What to know first
- No free plan
- Yearly prices not shown
- AI features use credits
- Enterprise price not listed
Plans
| Plan | Billed and limits | Price |
|---|---|---|
| Solo | €49 per month; yearly billing is offered, but no yearly price is shown · 1 user · 300 AI credits/month · 15-day free trial | €49 a month |
| Team | €199 per month; yearly billing is offered, but no yearly price is shown · Up to 5 users · 1,200 AI credits/month · 15-day free trial | €199 a month |
| Business | €599 per month; yearly billing is offered, but no yearly price is shown · Up to 20 users · 4,000 AI credits/month | €599 a month |
| 6,000 AI credits | One-off purchase, no expiry · 6,000 credits | €109, paid once |
| 500 AI credits | One-off purchase, no expiry · 500 credits | €15, paid once |
| 2,000 AI credits | One-off purchase, no expiry · 2,000 credits | €45, paid once |
| Enterprise | Let’s talk · Up to 50 users · Unlimited AI credits | On request |
As finaiinsight.com lists them, read 2 Oct 2026. The maker's own page has the final word.
Verdict
FinAI Insights brings planning, forecasting, consolidation and cash analysis into one financial model. Its plans and seat limits cover solo finance users through enterprise groups, with AI usage separated by credits.
Facts from FinAI Insights's own pages
- Access controls
- The security page lists multi-factor authentication, single sign-on, role-based permissions and audit trails. · finaiinsight.com, 2 Oct 2026
- AI features
- The AI assistant accepts plain-language questions by voice or text and provides answers grounded in the user's financial data. · finaiinsight.com, 2 Oct 2026
- Cash forecasting
- The site describes a 13-week direct cash forecast and an indirect cash-flow forecast of up to 24 months. · finaiinsight.com, 2 Oct 2026
- Company founding
- The about page says FinAI Insights was founded in 2023 by a team of financial analysts, data scientists and technology entrepreneurs. · finaiinsight.com, 2 Oct 2026
- Company leadership
- The about page identifies George Kordosis as CEO and founder. · finaiinsight.com, 2 Oct 2026
- Credit limits
- The site says pages, charts, imports and reports do not consume AI credits; credits are used by AI features. · finaiinsight.com, 2 Oct 2026
- Financial model
- Its three-statement model links and reconciles the income statement, balance sheet and cash flow in one model. · finaiinsight.com, 2 Oct 2026
- Founded
- 2023 · finaiinsight.com, 28 Sept 2026
- Free plan
- No · finaiinsight.com, 23 Sept 2026
- Integrations and imports
- The product page lists QuickBooks Online, Xero and Wave connections, plus XLSX/CSV uploads and SAP and NetSuite import templates. · finaiinsight.com, 2 Oct 2026
- Intended users
- Plans are described for a single finance owner, a small finance team, finance/FP&A and leadership, and enterprise-wide groups, with seat limits from 1 to 50 users. · finaiinsight.com, 2 Oct 2026
- Purpose
- FinAI Insights describes itself as FP&A software for finance teams that connects budgeting, rolling forecasts, group consolidation, dashboards, cash flow forecasting, scenarios and tax to one three-statement baseline. · finaiinsight.com, 2 Oct 2026
- Scenario modeling
- Yes · finaiinsight.com, 23 Sept 2026
- Security claims
- The security page claims SOC 2 Type II and ISO 27001 certification, GDPR and CCPA compliance, TLS 1.3 in transit, and AES-256 encryption at rest. · finaiinsight.com, 2 Oct 2026
- Support
- The features page lists chat support for messaging the team and AI assistant, plus a support portal for resources and expert help. · finaiinsight.com, 2 Oct 2026
- Variance analysis
- Yes · finaiinsight.com, 23 Sept 2026
Where FinAI Insights stands on Freedom251
- Financial Forecasting Software#17 of 75
- Financial Planning & Analysis Software#33 of 91
- Scenario Planning Software#50 of 93
