Finology is an AI-powered cash flow solution designed for small businesses. It allows business owners to securely connect all their financial accounts in one place, track and reconcile transactions in real-time, and receive actionable recommendations to improve business decisions.
How to use Finology?
To use Finology, business owners need to follow these steps:
1. Set up: Connect financial accounts such as QuickBooks, bank accounts, credit cards, POS systems, or Excel sheets securely. Work with a dedicated financial expert to identify important numbers to monitor.
2. Financial insights: Get a quick view of money flowing in and out of the business, monitor critical numbers, and receive real-time financial projections for upcoming months.
3. Error detection: Finology's AI system learns about the business and identifies errors in finances, notifying the user to fix them immediately.
4. Recommendations: Follow step-by-step instructions provided by Finology to achieve business goals and improve financials. Expert support is also available.