Finloom
Early Access · AI Finance Team

Hire a finance department, not another dashboard.

FinLoom's AI finance team works your real numbers so you don't have to: Otto, an AI CFO, reads your books across every location and briefs you each week; the Planner models your next move on profit and cash; and the Underwriter prices the shop you're thinking of buying.

Request a Demo The consolidated P&L underneath it →

Early access · runs on your real numbers · imports from QuickBooks, Xero, Mitchell & Omnique

Software waits for you. A finance team works for you.

Every finance tool you've ever bought had the same fine print: you do the analysis. Log in, stare at the charts, figure out what matters, decide what to do. That's not a finance department. That's homework with better graphics.

A real finance department works the other way around. It reads the numbers on its own schedule, brings you the one thing that matters, models the decision you're weighing, and underwrites the deal on your desk. You get the answer, not the raw material. FinLoom built that department and staffed it with AI: a CFO you talk to, with specialist analysts behind him.

Meet the team

AI Chief Financial Officer
Otto

Otto reads your books across every location, every week, and remembers what he saw last time. Then he tells you the one thing that matters right now: which shop is sliding before you can feel it, which margin is drifting, what changed since last week and why it's worth your attention. The briefing lands in your inbox. You didn't log in, run a report, or build a comparison. He did.

Illustrative example · figures are rounded, not from a real client

A weekly anomaly scan of a sixteen-shop group comes back clean: no sudden moves, nothing to flag. Otto reads the same books and catches one location quietly bleeding about $6,000 a month. Its gross margin has drifted down roughly 15 points since it opened, and its parts cost runs about 6 points heavier than the rest of the group, but it happened too gradually to trip any alert. Nothing "happened" that week. One shop out of sixteen was simply the weakest and getting weaker, and only lining the shops up against each other surfaced it. That is the difference between a scanner and a CFO.

FP&A Analyst
The Planner

The Planner models any move before you make it, month by month, against your group's real financials. Not a rule-of-thumb estimate: the impact on profit and the impact on cash, side by side, with a downside case so you know what it looks like if the move underperforms.

Ask Otto the question. He hands it to the Planner, and you get the scenario back as a report: base case, downside case, and what it does to your runway.

Deal Analyst
The Underwriter

When there's a shop on the table, the Underwriter underwrites it the way an acquisition analyst would. He normalizes the seller's books, works out what the business actually earns, prices it, and then shows what it's worth pro-forma inside your group: what your consolidated P&L looks like the day after you close. You walk into the negotiation with a deal memo instead of a gut feeling.

How it works

1It runs on your real numbers
The team works from your FinLoom account, which imports from QuickBooks, Xero, and shop management exports including Mitchell and Omnique. Whatever runs your shops keeps running your shops; the finance team reads on top of it. Nothing about your operations changes.
2One CFO you talk to, a team behind him
You deal with Otto. When a question needs deep scenario work, he delegates it to the Planner. When there's a deal to evaluate, the Underwriter builds the memo. You never manage the specialists; the CFO does.
3The work arrives finished
A weekly CFO briefing in your inbox, scenario reports when you're weighing a move, a deal memo when you're weighing a purchase. Otto remembers last week, so the briefing tells you what changed, not just where things stand.
It reads and reports. It doesn't touch your books.

The team analyzes your financials and delivers its work to you. It doesn't post entries, move money, or change anything in your accounting. Every number it reasons from is yours; every action stays with you.

Common questions

Is this a chatbot?
No. A chatbot answers when you type at it. This team works on a schedule and on assignment: Otto reviews the books and delivers his briefing whether or not you asked that week, and the Planner and Underwriter produce full written reports, not chat replies.
Does it replace my accountant or my shop management system?
No. Your accountant keeps your books and your shop management system keeps running your shops. The AI finance team sits on top of FinLoom's consolidated view of those numbers and does the analysis layer: the weekly read, the scenario modeling, the deal work.
Can it change my financial data?
No. The team has read access to your FinLoom financials and nothing else. It analyzes and reports; it takes no actions on your books.
How do I get it?
The AI finance team is in early access and sales-led. Tell us about your group and we'll set it up with you on your real numbers, starting with Otto's weekly briefing.

Put a finance department on your books

Tell us how many locations you run and where your numbers live. We'll stand the team up on your real financials and let Otto's first briefing speak for itself.

Request a Demo