FinSight AI: a virtual CFO for small and medium-sized businesses
Finances, billing, reconciliation and taxes in one place — plus an AI that warns you before cash gets tight and always takes action with confirmation.
- Category
- Products
- Author
- Equipe Devx
- Reading time
- 1 min
In many small and medium-sized businesses, finances are scattered: a spreadsheet for bills, online banking for the statement, another system to issue invoices, ad hoc messages to chase customers. The information exists, but nobody has time to pull it together in time to make a decision.
One place
FinSight AI brings together what the owner needs to take care of the company's money:
- accounts payable and receivable, projected cash flow and a monthly income statement (DRE);
- charges with payment links, Pix and boleto, subscriptions and automated reminders by email and WhatsApp;
- bank statements via Open Finance (or OFX) reconciled with what was recorded;
- service invoices, departments and budget targets.
Where AI comes in
Two well-defined roles:
- Virtual CFO: watches the numbers and generates alerts and recommendations — cash at risk, overdue bills, unusual spending.
- Copilot: answers questions and takes action on request, such as adding a recurring expense or telling you how much is receivable.
The rule is the same in both cases: nothing is executed without confirmation. The AI proposes; the owner decides.
Built to integrate
Multiple companies per account, roles and permissions for the team, an API and an MCP server to connect with other tools and AI assistants. LGPD (Brazil's data protection law) handled in the product: recorded acceptance of the terms, data export and deletion.
Where we are
FinSight AI is in development. Its launch will be announced here, in Updates.
- #finsight ai
- #financial management
- #ai