Integrate Directly. Provide Financial Clarity.
FinAnswer helps accounting firms leverage AI by their providing clients with CFO-level insights—embedded anywhere—without adding headcount.
Seamlessly Integrate Your Client's Financial Data
Connect to Your Accounting System
Determine which client's have access
Custom close dates per client
Add additonal data sources for more context
Embed Your AI CFO
Whether you'd like to host your AI CFO directly on your website, within your accounting portal, or anywhere FinAnswer can be embedded, setup takes less than 10 minutes.
Drive Immediate Value for Your Clients
In just 4 months, Theosis transformed our sales and operations, providing a unified AI-powered platform that eliminated silos, automated workflows, and delivered actionable insights across our entire revenue funnel.
“We didn't just unify our tech stack—we gained real-time visibility, accelerated our sales cycles, and empowered our teams with a single source of truth”
60% reduction in manual data entry and reporting time.
Programmable logic based on your methods
Enterprise-Grade Security & Compliance, From Day One.
Theosis provides reliable protection and custom controls designed for smarter, more secure business operations.
