Instant Financial Intelligence
Stop waiting weeks for answers your data already knows. Finsider scans your books and delivers CFO-level clarity in seconds.
No credit card required
Trusted by premier finance experts.
Escape Manual Inefficiencies
Experts are too slow
Finance specialists take days or weeks to respond — and their fees make scaling impossible.
Manual reviews miss red flags
Sampling only catches a fraction of transactions. Critical anomalies and risks slip through.
Your data isn’t working for you
The answers are already in your books, but you never see them in time to act.
The future of Finance is
Automated and AI-powered
Connect to client financial systems once and watch as our AI runs a comprehensive 74-point analysis in minutes. Identify red flags, validate data integrity, and quantify deal impact—all in a fraction of the time it takes with traditional methods.
Capabilities
Why leading teams switch to Finsider
Instant clarity
Real-time dashboards and variance insights in plain English
Risk detection
Automated anomaly checks with drill-downs
Better strategy
Forecasts and recommendations you can defend
Universal
Works with QuickBooks Online (and Desktop), Xero, NetSuite, Excel, and much more
Feel the Difference
Use cases
Built for the people who live in finance
Transaction Advisory & PE
Close deals 60% faster with full coverage scans and analysis.
Audit &
Assurance
Deliver audit-quality insights in a fraction of the time.
Fractional CFOs & CAS Firms
Scale client reporting without adding staff.
Mid-Market Finance & FP&A
Shorten close cycles and improve forecasting accuracy.
Get instant answer from your Finsider AI CFO
Ask a question and get cited answer pulled from your live data.
What finance leaders say
Cut close time from weeks to days
How it works
From raw data to real insight in 3 steps
Connect
Securely link your accounting and banking systems. Setup in under 5 minutes.
Analyze
Our 74-point scan runs across every transaction. Odd entries, flux, and risks are flagged instantly.
Strategize
Ask plain-English questions, export audit-ready workpapers, and share focused action items.
Bank-level security for sensitive data
SOC 2 Type II and GDPR-ready controls
Encryption in transit and at rest
Role-based access and audit logs
FAQs
What data do you need?
We connect directly to accounting systems (QuickBooks, Xero, NetSuite) and bank accounts. No manual uploads required, but you can also import GL or revenue files if needed.
How long does it take to get results?
Most scans are complete within minutes of connecting data sources, with draft reports ready the same day.
Can we trust the accuracy?
Yes. Finsider runs a 74-point check across 100% of transactions and provides clear evidence trails for every finding.
How secure is our data?
We meet enterprise standards with SOC 2 Type II and ISO 27001 compliance, end-to-end encryption, and strict access controls.
Can we customize the reports?
Absolutely. Reports can include your own commentary and branding, and export seamlessly to Excel, PDF, or your preferred format.
Join the AI revolution in due diligence
No credit card required. 14-day free trial includes full access to all features.
Trusted with transaction data from over 500+ M&A deals across North America
256-bit
Encryption
99.9%
Up-Time Guarantee