One continuous flow, from purchase order to bank reconciliation.
FinStream AI replaces spreadsheets, manual reconciliation and general-purpose BI tools with a single finance platform — a local operating dashboard and an AI-enabled dashboard, always in sync.
Syncs with your accounting and payroll systems out of the box
Every dollar follows one traceable path
Income and expense used to live in separate spreadsheets, separate approvals, separate reconciliations. FinStream AI keeps them as one continuous flow, so every purchase order, invoice and payroll line ends up in the same P&L automatically.
Income flow
One continuous path from purchase order to confirmed cash.
Expense flow
Payroll and other costs, tracked monthly against the same ledger.
A local dashboard for control. An AI dashboard for speed.
Run day-to-day accounting from the local dashboard, and hand off analysis, forecasting and reporting to the AI-enabled dashboard — both reading from the same underlying data, so nothing drifts out of sync.
Profit & Loss dashboard
Real-time income, payroll, other expense and net profit — with accrual-vs-cash reconciliation and an automatic variance (delta) on every line.
Purchase order management
Project-wise PO tracking with utilization %, burn-rate and high-risk PO flags.
Invoice, income & bank reconciliation
Invoice-to-bank matching with automatic variance identification, filterable by month, project and PO.
Payroll & employee cost analytics
Payroll-to-billing reconciliation surfaces overbilled, unbilled and bench-employee cost automatically.
Other expense management
Vendor, category and month-wise expense tracking, folded straight into profitability.
Monthly data import
Spreadsheet-based import for income, payroll, other expense and bank receipts, with QA validation and import history.
AI finance chat agent
Ask for PO utilization, remaining balance or risk analysis in plain language, and get an answer with the numbers behind it — not just a chart.
Revenue & risk forecasting
Burn-rate trends and PO exhaustion dates, projected forward from live data.
Business intelligence & management
Centralized dashboards, revenue-leakage detection and drill-down management reporting.
Cross-system queries
One question can pull from PO, payroll and bank data at once — no exporting to a separate BI tool.
Admin & access control
Role-based admin, support and user-management functions across both dashboards.
Every report your finance team already asks for, generated automatically
No more building the same spreadsheet every month. These update live from the same ledger as both dashboards, and export straight to PDF or spreadsheet.
Profit & loss trend
Monthly income, expense and net profit — accrual and cash side by side.
PO utilization & burn-rate
Sanctioned vs. used budget across every active purchase order.
Invoice & bank reconciliation
Every invoice matched against the bank feed, with variance called out.
Payroll & employee cost
Billable vs. bench cost, broken down by department.
Other expense by category
Where non-payroll spend is going, by vendor category.
Accrual vs. cash variance
Where accrual and cash accounting diverge, month by month.
Revenue leakage & risk
Which projects are trending toward unbilled or overbilled hours.
Executive summary
One page for leadership — the four numbers that matter, updated as they change.
Employee roster & bill rates
Pay rate vs. client bill rate for every role, with markup tracked automatically.
Ask your finances a question. Get an answer, not a dashboard to dig through.
The chat agent sits over the same ledger as both dashboards, so answers are always current — down to the invoice that posted this morning.
- Ask anything about your finances in natural language
- Instant answers, insights and summaries
- Automated report generation and analysis
- Smart recommendations to improve cash flow
Built to replace spreadsheets — and the BI tool you bolted on top of them
General-purpose BI tools show you a chart of the past. FinStream AI is built on your finance workflow itself, so it can act on PO status, invoicing and payroll in real time.
PO & invoicing
Approvals & payment
Bank reconciliation
Reporting & analytics
AI for data & queries
System & scale
Syncs with the tools you already run payroll and books on
FinStream AI doesn't ask you to migrate off QuickBooks or Rippling — it reads and writes to both, while also connecting Excel/CSV files, bank data and APIs so your PO-to-cash flow stays whole.
QuickBooks
Invoices, payments and bank transactions sync both ways, so accrual and cash accounting stay reconciled automatically.
Rippling
Payroll runs flow straight into payroll expense analytics, so billed hours and payroll cost can be reconciled without a manual export.
Excel / CSV
Import payroll, invoices, expenses and operational data with validation and import history.
Bank Data
Connect bank feeds and transaction files for automated matching, reconciliation and cash visibility.
API / Data
Bring data from business systems through APIs and structured data feeds into one finance layer.