What's New in FinAdvantage
Published Benchmark — Atlas Air MIA
The public eval is live: month one exact to the cent on the pipeline, with every input, prompt, and failure published and reproducible. 12 of 12 leading AI models missed the aviation total — our results and our misses are on the record.
Early-Access Pricing & Onboarding
Per-entity early-access pricing is available on request, with a progressive onboarding program that gets teams live in about a week — connect ERP, load a bank statement, run the first reconciliation with a human in the loop.
More Reliable ERP Integrations
Eleven integrations (QuickBooks, Xero, Zoho, NetSuite, BILL, Stripe, Gusto, Plaid, Ramp, Google Drive, OneDrive) now use a single, consistent connection source — eliminating the case where a generated workflow could reference a provider that failed to save.
Clearer Execution History
The Started column now shows the actual time each execution began, with older entries falling back to when they were created — no more raw timestamps.
Chat Attachment Preview
Uploaded PDFs and documents now show a thumbnail preview in chat before you send — no more guessing which file you attached.
Execution Correctness Gates
Executions now fail closed when a node produces empty output, no transformation, or violates the output contract — plus an acceptance gate before results are treated as complete.
Stronger Tenant Isolation for ERP Syncs
ERP integrations now run in an isolated, per-client environment that is securely recycled after every sync — so one client's credentials can never cross into another client's session.
Pipeline Builder Visual Editor
Drag-and-drop workflow composition with condition nodes and human review gates. Finance teams can now build custom multi-step pipelines without code, with full audit trail for each branch decision.
QuickBooks Write-Back with Read-Back Validation
Journal entries posted to QuickBooks are verified by reading back the record and retrying up to 3x on mismatch. Failed writes trigger human review before leaving an unconfirmed state.
ASC 606 Revenue Recognition
Automated recognition and deferral journal entries for multi-element arrangements. The workflow identifies performance obligations, allocates transaction price, and books deferrals on a configurable schedule.
Financial Reporting GA
GAAP-compliant Excel packs: Balance Sheet, P&L, Cash Flow with formula linking. All statements tie to the trial balance and auto-refresh when the underlying data changes.
Collections Dunning
Prioritization of AR by DSO impact and dispute likelihood. The workflow sequences outreach by risk tier and generates dunning letters tailored to payment history and dispute flags.
Prove it on your books
What it costs vs. what it saves
Run your own numbers, not ours. Each workflow calculator is built from the inputs you enter — hours, rates, transaction volume — and shows the time and money saved on your books.
Bank Reconciliation
Compare the cost of the plan against the hours your team spends matching statements every month.
Try this calculatorMonth-End Close
See the calendar-days and headcount-hours a faster close frees up for your team.
Try this calculatorInvoice Processing
Estimate the saving from handling AP invoices without manual data entry.
Try this calculatorWhere does your finance team stand on AI readiness?
Take a free 3-5 minute assessment. Get a 0-100 readiness score, your top gaps, and a shareable PDF report — mapped to the workflows that close them.
Built for CPA firms and finance teams — pick your segment in the assessment's first question. Or see the benchmark first