The AI tool to simplify reporting from multiple finance systems.
For organizations managing complex financial data across multiple systems, Finopoly delivers instant clarity. Configure a centralized financial view across systems and entities—no hacks, no spreadsheets, no manual grunt work.
Total Command of Your Financial Universe
In minutes, your team can configure a centralized financial view across systems and entities—no hacks, no spreadsheets, no manual grunt work.
From data mapping to dashboards, presentations to AI-driven performance narratives—Finopoly delivers actionable insight at speed. While others are still reconciling, you’re already deciding.
Finopoly is trusted by professionals who need clarity, speed, and precision in financial reporting—across even the most complex environments.
Consultants, analysts, CFOs, finance managers, and private equity firms use Finopoly to transform fragmented financial data into unified, actionable insight.
Whether you’re reporting to stakeholders, preparing client presentations, or monitoring performance across multiple entities, Finopoly streamlines the process—from messy inputs to boardroom-ready outputs.
Who Uses Finoply
Why They Choose Finoply
Faster insights. Sharper decisions. Zero manual pain.
- Consultants configure and automate reporting for multiple clients or business units, cutting prep time and increasing delivery value.
- Finance Analysts dig deeper into performance with centralized data, interactive dashboards, and GenAI-powered narratives that highlight what matters.
- CFOs and Finance Managers monitor entity-level and consolidated financials in real time, eliminating reconciliation errors and spreadsheet overload.
- Private Equity Firms gain a clear view across multiple portfolio companies post-acquisition, producing roll-up reports and dashboards without manual consolidation.
Featured Case Study
With over 31 subsidiaries, Pave America was spending weeks compiling monthly reports from NetSuite and PavementSoft. Manual processes were slowing growth, delaying decisions, and frustrating their leadership team.
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Seamless NetSuite Integration: Automate data collection from every subsidiary—no manual exports required.
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Fully Automated Board Reporting: Instantly generate presentation-ready board packs with live financials, operational metrics, and group-wide insights.
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Parent-Level & Subsidiary-Level Dashboards: Drill from consolidated group performance down into individual entity details, with real-time visibility into what’s working—and what’s not.
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Future-Proof Scalability: Easily onboard new acquisitions or add-ons with a framework designed to grow with your business.
- Automated Distribution: Email reports and dashboards directly to stakeholders on a set schedule, with zero manual intervention.
See Finoply in Action
Finopoly automates data mapping, report generation, and visualization—so you can focus on strategic action, not spreadsheet wrangling.
