Finance Agents that can Plan, Explain and Act.

Fin Q connects financial planning, plain language analysis and governed AI agents in one finance intelligence layer. Build the outlook with Fin Clarity, understand what changed with Fin Assist and coordinate the highest value actions with Fin Agent Studio.

See Fin Q in Action Explore the Finance Agents

FIN CLARITY

Plan

FIN ASSIST

Explain

FIN AGENT STUDIO

Act

Working Capital Management

Agent’s Read

DSO: 51d
DPO: 37d
CCC: 60d
Interest Saved: $212K YTD

Receivables are converting more slowly than supplier payments, holding cash inside the cycle.

What-If

Week 1Week 7Week 13

Baseline Peak Draw: $14.2M
Max Cash Released: +$8.0M
Interest Avoided: $875K/yr

Needs Attention

Avenova Systems$3.4M

Past terms

Pays 18 days past terms

Prioritize collection outreach

Credit & Collections

Harlow Industrial$2.1M

Deteriorating

Slipping from 45 to 62 days

Escalate to account owner

Treasury

Receivables

CustomerAmountAI Action / Pattern AnalysisOwner

Avenova Systems$3.4MPrioritize collection outreach·Pays 18 days past termsCredit & Collections

Harlow Industrial$2.1MEscalate to account owner·Slipping from 45 to 62 daysTreasury

THE FIN Q MODEL

From the financial position to the next action.

Fin Q connects planning, analysis and execution so Finance can understand where the business is going, explain what changed and focus attention on the actions with the greatest financial impact.

01
UNDERSTAND
Build the financial position
Fin Clarity
- Annual Budget
- Rolling Forecast
- Scenario Modeling
- Pipeline
- Backlog
- Funding
- Workforce
- Costs
- Margin
- Profitability
02
EXPLAIN
Understand what changed
Fin Assist
- Metric
- Narrative
- Supporting Tables
- Source Evidence
- Visualization
- Review Ready Output
03
ACT
Focus on what matters most
Fin Agent Studio
- Ranked Actions
- Cash Impact
- Revenue Impact
- Risk
- Owner
- Evidence
- Approval

THE FIN Q DIFFERENCE

One finance context. From the number to the action.

Finance teams should not need one system to plan, another to explain the variance and another collection of automations to decide what happens next. Fin Q connects the financial model, the explanation and the action around the same governed context.

ONE CONNECTED FINANCE MODEL

Plan, analyze and act from the same context.

Fin Clarity builds the financial outlook, Fin Assist interrogates the underlying data and Fin Agent Studio coordinates actions against the same finance context.

Fin Clarity

Fin Assist

Fin Agent Studio

Finance Context

One model, one explanation, one action list

FINANCE INTELLIGENCE, NOT A GENERAL CHATBOT

Built around how Finance asks questions.

Fin Assist understands finance terminology and returns the metric, explanation, supporting detail and underlying source together.

Question
Metric
Explanation
Evidence

PRIORITIZED BY FINANCIAL IMPACT

Not every exception deserves the same attention.

Fin Agent Studio ranks actions based on cash, revenue or risk impact so limited Finance capacity is directed toward what matters most.

Reconciliation exceptionDuplicate vendor recordExpense policy flagLate supplier invoiceUnbilled receivableMissing accrualAgeing receivableForecast assumption changeRate varianceContract funding gap

$ VALUE

Sized before it is queued

REVENUE AT RISK

Exposure that needs review

CASH IMPACT

Where collection effort pays

HUMAN ACCOUNTABILITY BUILT IN

AI recommends. Finance decides.

Agents surface issues, assemble evidence and recommend actions while accountable Finance users retain approval over postings and material decisions.

Agent Recommendation
Evidence
Owner
Approve / Override / Escalate

FIN CLARITY

Build the outlook around how the business actually operates.

Fin Clarity connects historical actuals with forward looking commercial and operational assumptions to create annual budgets, rolling forecasts and scenarios across the enterprise.

Planning, Budgeting and ForecastingPurpose built GovCon planning available

Enterprise PlanRolling ForecastContractsWorkforceRatesScenarios

FY27 Enterprise Forecast

Illustrative product data

Revenue: $418M
Backlog: $1.24B
Funded Backlog: $610M
Direct Cost: $268M
Indirect Cost: $84M
Margin: 12.4%
Utilization: 78.5%

Twelve month revenue outlook

ActualCurrent ForecastPrior Forecast

JFMAMJJASOND

The current forecast sits below the prior forecast in the second half, so the change in assumption is visible before the quarter closes.

Contract	Type	Backlog	Funding	Revenue Forecast	Cost to Complete	Margin	Risk
Program Atlas	Cost Plus	$186M	$92M	$61M	$54M	9.8%	Review
Meridian Support	T&M	$74M	$58M	$39M	$33M	14.2%	Watch
Halden Modernization	FFP	$121M	$121M	$48M	$40M	16.1%	Low
Northline Sustainment	Cost Plus	$63M	$28M	$22M	$21M	6.4%	Material

GovCon specialization

For government contractors, Fin Clarity can connect contract and program reality to the enterprise outlook.

Pipeline
Backlog
Contracts
Funding
Workforce
Direct Costs
Indirect Costs
Wrap Rates
Revenue
Margin
Profitability
Costpoint Actuals
CRM Pipeline

Annual Plan
One connected enterprise budget
Rolling Forecast
A forecast that stays current
Scenario Model
Test assumptions before committing
Risk Visibility
Surface funding, margin and profitability risk early

FIN ASSIST

Ask Finance questions the way you actually ask them.

Fin Assist lets Finance and operating leaders ask questions in plain language and receive the number, explanation, supporting tables and source evidence together.

Plain Language Finance Analysis

Conversation

Ask a finance question

Why did revenue change?
What is driving margin variance?
Which contracts need funding attention?
What changed in cash this month?
Prepare this analysis for the board.

The Number

12.4%

Margin versus prior forecast · -1.6 pts

Illustrative product data

What Changed

Utilization movement
Billable utilization below plan
Indirect cost change
Indirect pool above the planned rate
Funding timing
Funded work shifted into the next period

Supporting Analysis

Prior14%
Utilization-1.1 pts
Indirect-0.8 pts
Funding timing+0.3 pts
Current12.4%

Source Evidence

Costpoint Actuals
Forecast Model
Contract Detail
Workforce Plan

View Supporting TableCreate ChartExport Review Ready PDF

FIN AGENT STUDIO

Turn finance exceptions into prioritized actions.

Fin Agent Studio coordinates specialized Finance Agents across close, forecasting, collections, accruals and treasury. A Control Tower ranks actions by financial impact while accountable users retain approval over material decisions.

Governed AI Agents for Finance

Finance Control Tower

What deserves attention now

Illustrative product data

Priority	Agent	Issue	Financial Impact	Confidence	Owner	Recommended Action	Status
1	Working Capital	Collection timing creating financing exposure	Impact: High	High	Treasury	Prioritize collection on the largest cash impact accounts	Approval required
2	Collections	Receivables requiring immediate attention	Impact: High	High	Credit & Collections	Sequence outreach by cash impact rather than invoice age	Open
3	Month End Close	Material reconciliation exceptions	Impact: Medium	Medium	Controller	Review the exceptions above materiality before sign off	In review
4	Accruals	Potential missing accruals	Impact: Medium	Medium	Accounting Ops	Confirm whether the flagged services were received in period	Open
5	Forecast Risk	Funding assumption requires review	Impact: High	Material	FP&A	Revalidate the funding assumption before the forecast lock	Approval required

Agent’s Read · Working Capital

Illustrative scenario derived from the product example

What happened: Receivables are converting more slowly than supplier payments across the current period.
Why it matters: The gap between collection and payment timing is funded through short term borrowing.
Financial impact: Working capital spread of 14 days with an illustrative annual interest impact.
Recommended action: Focus collection effort on the accounts with the greatest cash impact and align supplier payment timing to expected inflows.

Evidence

AR ageing
AP terms
Bank position
Financing cost

Owner

Treasury

Confidence

High

Approval requiredApproveOverrideEscalate

Audit Trail

09:12Working Capital agent flagged the issue with supporting evidence
09:26Routed to Treasury as the accountable owner
PendingAwaiting Finance approval before any posting

Agent use case explorer

Invoice Processing

Reads: Supplier invoices, purchase orders and receipt activity
Reasons: Identifies mismatches, duplicates and missing support
Recommends: Which invoices can proceed and which need Finance review before posting
Measures: Exception rateTouchless shareCycle time

Human controlApproveOverrideEscalate

WHAT FINANCE GETS

Questions answered. Decisions prepared. Actions prioritized.

Fin Q produces outputs Finance can review, challenge, share and act on without rebuilding the analysis across spreadsheets, reports and disconnected workflows.

Plan & Forecast

Annual Operating Budget
Rolling Forecast
Contract Forecast
EAC
Workforce Plan
Rate Scenario
Funding Risk
Margin Scenario

Enterprise forecast dashboard

Illustrative product data

Revenue: $418M
Backlog: $1.24B
Margin: 12.4%
Utilization: 78.5%

CFO & FP&A
See the enterprise outlook and the assumptions behind it.
- Planning
- Forecasting
- Scenarios
- Variance
- Board Preparation
Controller & Accounting Operations
Close faster by surfacing the exceptions that matter.
- Reconciliations
- Accruals
- Expenses
- Invoice Processing
- Controls
Commercial Finance & Treasury
Put Finance attention where the cash and margin impact is greatest.
- Collections
- Working Capital
- Customer Profitability
- Cash
- Treasury
Program Finance & Program Control
Connect contract performance, funding and operational reality.
- Funding
- EAC
- Cost to Complete
- Utilization
- Contract Margin

BUILT FOR FINANCE CONTROL

Intelligence without giving up accountability.

Fin Q is designed so recommendations remain connected to evidence, ownership and human decision making.

Evidence
Every recommendation connects back to the information supporting it.
Ownership
Every material action has a responsible Finance owner.
Approval
Agents recommend while accountable users approve material decisions.
Auditability
Recommendations, decisions and status changes remain reviewable.

Certifications

ISO 27001ISO 9001ISO 27701SOC 2 Type 2NIST SP 800 171GDPR

Three products. One finance decision loop.

FIN CLARITY
Plan the enterprise
FIN ASSIST
Explain performance
FIN AGENT STUDIO
Coordinate action
FINANCE OUTCOME
Better informed decisions

Every action changes the operating reality. The next plan begins with better context.

THE REST OF THE SUITE

Explore how we are solving for Sales & Marketing teams.

SEE FIN Q ON YOUR FINANCE WORKFLOW

Bring us one finance problem. See what Fin Q would do with it.

Bring a forecast challenge, variance question, close bottleneck, collections issue or working capital problem. We will map the workflow to Fin Clarity, Fin Assist or Fin Agent Studio and show how the information moves from financial context to explanation to action.

Your Fin Q Working Session

UNDERSTAND
Connect the relevant financial context.
EXPLAIN
Identify what changed and why.
ACT
Surface the actions that deserve attention.

Example workflows

Forecasting
Variance Analysis
Month End Close
Collections
Working Capital
Scenario Modeling

Finance Agents that can Plan, Explain and Act.

From the financial position to the next action.

One finance context. From the number to the action.

Plan, analyze and act from the same context.

Built around how Finance asks questions.

Not every exception deserves the same attention.

AI recommends. Finance decides.

Build the outlook around how the business actually operates.

FY27 Enterprise Forecast

Ask Finance questions the way you actually ask them.

Turn finance exceptions into prioritized actions.

Finance Control Tower

Agent use case explorer

Questions answered. Decisions prepared. Actions prioritized.

Intelligence without giving up accountability.

Three products. One finance decision loop.

Explore how we are solving for Sales & Marketing teams.

New logo and pipeline execution guided by signals.

Strategic account planning that stays current as the account changes.

Account-based programs built on live account context, not static segments.

Bring us one finance problem. See what Fin Q would do with it.