Complete Financial Analytics in 60 Seconds

Connect your financial data and experience the full spectrum of analytics— descriptive, diagnostic, and prescriptive—delivered through intelligent narratives that drive decisions.

Descriptive Analytics

What happened? Instant summaries of your financial performance with automated KPI tracking, trend visualization, and period-over-period comparisons that paint the complete picture of your business health.

Diagnostic Analytics

Why did it happen? AI-powered root cause analysis that automatically identifies drivers behind revenue changes, expense variances, and margin fluctuations— no manual digging through data required.

Predictive & Prescriptive

What will happen & what should you do? Forward-looking forecasts with specific recommendations. Get scenario modeling and actionable next steps that turn insights into strategic advantage.

Three Simple Steps to Financial Intelligence

No complex setup, no training required. Connect your data and start asking questions. Fintelix handles the rest with enterprise-grade security and accuracy.

1. Connect Your Data

Link SharePoint folders, Google Drive, or other ERP sources for automatic sync. Our AI automatically maps fields, cleans data, and prepares comprehensive dashboards without manual configuration.

2. Ask Questions Naturally

"Why did expenses spike in Q2?" "What's driving revenue growth?" "How do we compare to budget?" Ask any financial question in plain English through our conversational chat interface.

3. Get Instant Stories

Receive comprehensive answers in under 60 seconds: statistical insights, narrative explanations, visual charts, and actionable recommendations—all delivered as compelling financial stories.

Connect Your Financial Ecosystem

From direct API integrations to shared folders, Fintelix connects to your data wherever it lives. Set up once and get real-time insights forever.

Direct API Integrations

QuickBooks Online

Real-time connection to your accounting data. Automatic sync of transactions, chart of accounts, and financial statements. No manual exports required.

NetSuite

Enterprise ERP integration with comprehensive financial data access. Real-time GL entries, budget vs actual, and multi-subsidiary reporting.

Stripe

Direct payment and revenue data integration. Automatic transaction sync, subscription metrics, and real-time revenue recognition analytics.

Cloud Storage Connections

SharePoint Online

Connect to document libraries where your finance team collaborates. Automatic file sync, version control, and folder-level permissions maintained.

Google Drive

Seamless integration with Google Workspace. Monitor shared folders, sync Google Sheets, and maintain team collaboration workflows unchanged.

OneDrive for Business

Enterprise file storage integration with Microsoft 365. Personal and shared business folders with automatic sync and enterprise security.

Enterprise Integration Benefits

Real-time Updates: Sub-minute data freshness across all connections

Enterprise Security: OAuth2, encryption, and audit logging

Zero Disruption: Works with existing team workflows

Time Savings: Eliminate 10+ hours of manual work monthly

Financial Storytelling That Drives Decisions

Revenue & Performance Stories

Connect transaction data and get instant narratives about revenue trends, growth drivers, seasonality patterns, and performance insights that explain the 'why' behind your numbers.

Budget vs. Actual Intelligence

Compare budgets to actuals with AI-generated explanations of variances, spending patterns, and budget performance that turn spreadsheet chaos into strategic clarity.

Predictive Financial Narratives

Transform forecasts into compelling stories about future performance, risk scenarios, and strategic opportunities with actionable recommendations for leadership.

Real Questions, Instant Answers

See how finance leaders use Fintelix to get immediate insights from their data

"Why did Q3 revenue drop 8%?"

60-second answer: Detailed breakdown showing customer segment impacts, seasonal factors, and competitive dynamics with visual charts and recommended actions for Q4 recovery.

"Where are we overspending vs budget?"

Instant diagnosis: Category-by-category variance analysis with root causes, trend patterns, and specific recommendations for expense optimization and budget realignment.

"What's our cash runway looking like?"

Predictive story: Cash flow forecasting with burn rate analysis, runway projections, and scenario planning for different business conditions with strategic recommendations.

Enterprise-Grade Data Processing

Behind the 60-second insights lies sophisticated ETL architecture designed for enterprise financial data complexity and scale.

Intelligent Data Validation

15+ validation rules automatically verify data quality with configurable strictness levels. Our system validates business rules (invoice dates, expense categories, payment flows) and alerts you to potential issues before processing.

Smart Schema Mapping

AI-powered field recognition automatically maps your columns to the right financial fields with 90%+ accuracy. Handles transactions, invoices, expenses, budgets, forecasts, and payroll data from any source format.

Privacy-First Processing

Automatic PII tokenization protects sensitive data like customer names, vendor details, and employee information while preserving analytical value. Enterprise compliance built-in, not bolted-on.

Trusted by Finance Leaders

"I uploaded our Q3 transaction data and asked 'Why are margins declining?' Within 60 seconds, I had a complete story with charts, root causes, and three specific action items. This has revolutionized how we analyze our financials."

RC

Robert Chen

CFO, TechScale Ventures

"The automatic dashboard population saved us 20 hours of manual work. Now I can connect budget vs. actual data and get instant variance narratives that I can present directly to the board. Game-changing."

SM

Sarah Martinez

VP Finance, Global Manufacturing Corp

"Finally, a tool that doesn't just crunch numbers but tells the financial story. I can ask any question about our performance and get comprehensive answers that my team can act on immediately."

DK

David Kim

Finance Director, Healthcare Innovations Inc

Frequently Asked Questions

Fintelix accepts Excel, CSV files and direct API connection to Stripe, NetSuite, and QuickBooks Online. Our AI automatically recognizes data patterns and creates appropriate dashboards regardless of your file structure.

For clean, transformed datasets, there's zero setup time—connect and start asking questions immediately. For raw or messy data, we provide complimentary data preparation and cleaning services as part of your onboarding. Our team will transform your data into Fintelix-ready format, typically completed within 24-48 hours.

Absolutely. As part of our service offering, we include professional data preparation and cleaning services. Our finance and data experts will work with your raw data—whether it's scattered across multiple systems, needs standardization, or requires complex transformations—to prepare it for optimal performance in Fintelix.

Once your data is connected, Fintelix generates automated dashboards within seconds. You can start asking questions through our chat interface immediately and receive comprehensive answers—with stats, narratives, and visuals—in under 60 seconds. Complex multi-dimensional analyses typically take 2-3 minutes maximum.

Unlike traditional BI tools that require technical setup and complex configurations, Fintelix focuses on instant financial storytelling. Simply connect your data and ask questions in plain English. We don't just show you charts—we provide complete narratives explaining what happened, why it happened, and what you should do next, all delivered in executive-ready format.

Fintelix maintains enterprise-grade security with AES-256 encryption at rest, TLS 1.3 in transit, role-based access controls, and comprehensive audit logging. We follow SOC 2 Type II standards and comply with GDPR, CCPA, and other data protection regulations. Your financial data remains completely secure and private.

Fintelix features enterprise-grade ETL with intelligent data cleaning, automatic schema inference, and 15+ business rule validations. Our system handles multi-format files, detects data quality issues, and provides configurable validation levels (Standard/Strict) to ensure accuracy while maintaining speed.

Yes. Our platform uses chunked processing, vectorized operations, and optimized database operations to handle large financial datasets efficiently. We support files up to 50MB with automatic progress tracking and can process thousands of transactions in seconds while maintaining data integrity.

Fintelix provides comprehensive error handling with smart retry mechanisms. If validation fails, you'll receive detailed error reports with specific recommendations. Our system can automatically recover from processing issues and allows you to adjust validation settings without re-uploading data.

Built for Enterprise Financial Complexity

The technical foundation that makes 60-second insights possible

4-Stage ETL Pipeline

Automated ingestion with format detection
Intelligent schema mapping and validation
Configurable data quality checks
Optimized transform and load operations

AI-Powered Data Intelligence

Automatic field type inference
Business rule validation (invoice flows, budget logic)
Anomaly detection and data quality scoring
Smart error recovery and suggestions

Performance & Scale

Chunked processing for large datasets
Vectorized operations for speed
Real-time progress tracking
Memory-optimized data handling

Simple Pricing

Pro Plan

$1,200

/user per month

Unlimited Data Sources & Volume
Advanced AI Analytics Engine
Real-time Dashboard & Reporting
Enterprise Security & Compliance
Dedicated Customer Success Manager
Priority Support & Training
Custom Integration Services

Enterprise licensing available. Volume discounts for teams of 5+ users.

Schedule Demo

Transform Your Financial Analytics — Lead with Intelligence.

Join the finance leaders using AI to drive strategic advantage. Experience the platform that turns financial data into competitive intelligence.