Financly AI

Version 2.0 Now Live - Moving Beyond Excel

From

Spreadsheets

to Smart

Finance.

Start with simple invoicing and cash tracking today. Unlock AI-powered reconciliation, insights, and automation as you grow.

Everything you need to replace Excel today.

Solid, functional tools that feel familiar but act smarter. No more broken formulas.

Invoice Gen

Professional, branded invoices that track themselves. One-click reminders included.

Cash Ledger

Import CSVs or log manually. Real-time balance visualization without the spreadsheet lag.

CRM Suite

Keep track of vendor payment terms and client history. All data in one centralized hub.

Petty Cash

Stop losing paper receipts. Snap and log on the go with our mobile-first entry portal.

The Curiosity Layer

Our upcoming AI features are in early access. Join the waitlist to unlock the next generation of finance.

Early Birds Get 20% OFF

Invoice Collector

Stop manually entering vendor data. Our AI bot scrapes your inbox and populates ledgers automatically.

Auto-Reconciler

Instant match bank statements against your ledger. No more hunting for $10 errors.

Ledger ChatBot

Project Profitability

Know profit per project—not just revenue. Tag expenses and time to specific deliverables instantly.

Software + Human Experts. The Best of Both Worlds.

AI handles the repetition, but our humans handle the strategy. Every Financly Pro plan includes a dedicated bookkeeper to ensure your books are audit-ready every single month.

Certified Professionals

Our team is fully certified in QuickBooks Online, Sage, and Xero.

Zero-Stress Migration

We take your messiest spreadsheets and turn them into a structured database in 48 hours.

Start simple, scale whenever.

Join 4,000+ businesses who left spreadsheets behind.

Smart Starter

Perfect for solo freelancers.

$0

/Month

AI Growth

Small teams scaling fast.

$49

/Month

Managed Pro

Hybrid: AI + Human Experts.

$299

/Month