Finmaro 2.4 — Live agent workflows shipped this week Read changelog →
AI Workflows

From single tasks to autonomous departments.

Finmaro ships pre-built workflows for the highest-leverage finance work — and lets you compose new ones with natural-language authoring.

Forecast
Board
Close
Fundraise
01

Pull

Bank, Stripe, AR/AP, payroll — under one schema.

02

Model

13-week direct cash flow rebuilt nightly with scenarios.

03

Stress

Sensitivity sliders for churn, hiring, AR delays.

04

Brief

Slack digest, voice walkthrough, or PDF for the board.

01

Collect

KPIs, runway, hiring plan, sales pipeline — gathered automatically.

02

Narrate

Draft narrative in your voice. Edit; never blank-page.

03

Verify

Verifier model checks every cited number against source data.

04

Share

Export PDF · Notion · Google Slides — with the trace attached.

01

Reconcile

Bank ↔ ledger reconciliation with anomaly flags.

02

Accrue

Recurring accruals suggested with explanations.

03

Review

Controller approves edits inline. Full audit kept.

04

Close

Books closed in days, not weeks.

01

Diligence

Cohort, retention, unit-economics — pre-built from your data.

02

Narrative

Fundraise story drafted from your fundamentals.

03

Data room

Live, gated, auto-refreshing. No more stale ZIPs.

04

Answer

Investor questions answered with traceable references.

Build your own

Compose new workflows in plain English.

Finmaro · Workflow Builder

Author

"Every Monday at 9am, draft a one-page partner update with last week's MRR, top 5 new customers, and any anomaly > 5%. Send to #leadership."

Plan · 6 steps · 4 tools · est. 12s · $0.04

Natural-language authoring

Describe the outcome. Finmaro compiles a deterministic state machine you can inspect, edit, and version.

Triggers

Schedule, webhook, threshold, conversation, or upstream workflow.

Library

Start from 60+ pre-built templates curated by Finmaro's research team.

Hire the CFO your business actually needs.