Automate Financial Data Intake. Unlock Better Decisions.
FYNIQ transforms fragmented financial data into trusted, verified intelligence, powering the next generation of CFO decision-making.
The Hidden Cost of Financial Data Workflows
84%
of finance leaders report heavy reliance on manual data entry for reporting and analysis *
10%
of firms have fully automated consolidated reporting; the rest remain manual or partly automated **
54%
of finance teams say every reporting cycle requires extensive manual reconciliation ***
Our secure, AI-powered platform transforms fragmented financial data into accurate, ready-to-use reports without manual effort.
1
Collect Statements Securely
Connect directly via banking APIs, upload documents securely, or request statements from custodians with automated reminders
2
AI-Powered Parsing
Our AI engine automatically extracts balances, transactions, KPIs, and compliance data from PDFs, Excels, or scanned files — no more manual entry
3
Generate Ready-to-Use Reports
Prepare on-demand reports, real-time budget vs. actual, custom analytics for your clients, performance of liquid assets, and consolidated cash-flow statements in real time.
What we offer
The fastest way for finance teams to turn fragmented multi-bank statements into accurate financial reports without manual data entry.
Save 100+ hours of manual reporting every quarter
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Save 100+ Hours Per Quarter. Finance teams spend countless hours manually collecting statements, consolidating data, and formatting reports from multiple banks and financial institutions. Our platform eliminates this repetitive work by automating statement collection, AI-powered data extraction, and report generation. On average, clients save 100+ hours per quarter, freeing up finance leaders to focus on strategic decisions instead of administrative tasks.
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AI + Human Verification. Financial reporting errors cost time, money, and credibility. Our solution combines advanced AI-driven data parsing with human verification layers to deliver 99% accuracy from day one. The system intelligently extracts key metrics like balances, transactions, and performance data across multiple formats, while our hybrid validation process ensures that every report is error-free and formatted for seamless use.
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GDPR-Ready, SOC 2 Roadmap. We understand that handling sensitive financial data requires bank-grade security. Our platform uses end-to-end encryption, secure cloud infrastructure, and strict access controls to protect your data. We’re fully GDPR-ready and are building toward SOC 2 compliance, ensuring your organisation meets global regulatory requirements. You remain in full control of your data; we prioritise privacy, confidentiality, and trust at every step.
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From Family Offices to SMEs to Investment Firms. Whether you manage a Family Office, a mid-market enterprise, or an investment advisory firm, our platform adapts to your workflows. It supports multi-bank, multi-entity, and multi-currency reporting, making it the ideal solution for organizations of all sizes with complex financial structures. From consolidating global portfolios to automating compliance reporting, we deliver the flexibility and scalability that financial teams need.
Contact Us and Join Free Pilot
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