Built by CPAs

For Modern Firms

For Modern Firms

Run Your Advisory Practice on One Platform

FinAnswer gives firms everything they need to deliver structured advisory services - AI Insights, firm workflows, and polished client deliverables — without adding headcount.

Request Early Access

Now in Beta with select firms

How it works

One System, Every Step

One system for every step of the advisory relationship Set it up once and FinAnswer handles the rest

Manage the Practice

Client profiles, meeting cadences, and workflows in one place

Firm-wide visibility across every advisory relationship

Tasks assigned, tracked, and closed — nothing falls through

Manage the Practice

Client profiles, meeting cadences, and workflows in one place

Firm-wide visibility across every advisory relationship

Tasks assigned, tracked, and closed — nothing falls through

Deliver the Advisory

AI-generated meeting summaries, reviewed and approved by your team

Structured recommendations with built-in accountant sign-off

Client deliverables generated automatically, sent when you're ready

Deliver the Advisory

AI-generated meeting summaries, reviewed and approved by your team

Structured recommendations with built-in accountant sign-off

Client deliverables generated automatically, sent when you're ready

Elevate the Client Experience

Clients receive a live portal

Financial insights, action items, and meeting history always current

A CFO-level experience your competitors can't match

Elevate the Client Experience

Clients receive a live portal

Financial insights, action items, and meeting history always current

A CFO-level experience your competitors can't match

Elevate the Client Experience

Clients receive a live portal

Financial insights, action items, and meeting history always current

A CFO-level experience your competitors can't match

Advisory is the fastest-growing segment in accounting but the hardest to scale. FinAnswer is built by practitioners who've lived both sides of that problem.

93%

Of firms now offer advisory services. The ones that win are the ones that scale it profitably

93%

Of firms now offer advisory services. The ones that win are the ones that scale it profitably

34%

Of firms cite partner time as the biggest constraint on advisory growth — not demand, not technology

34%

Of firms cite partner time as the biggest constraint on advisory growth — not demand, not technology

30%+

Higher monthly recurring revenue earned by firms delivering CFO-level advisory versus compliance-focused peers

30%+

Higher monthly recurring revenue earned by firms delivering CFO-level advisory versus compliance-focused peers

61%

Growth in median CAS revenue since 2022 — and firms project it to double again in the next three years

61%

Growth in median CAS revenue since 2022 — and firms project it to double again in the next three years

features

Everything your advisory practice needs to deliver.

From client onboarding to the final deliverable, FinAnswer gives your firm the tools to run advisory at scale without the chaos.

Meeting Intelligence

Every client meeting is automatically captured, summarized, and structured. AI extracts decisions, recommendations, and action items so your team can review and approve before anything reaches the client.

Client Deliverables

Polished, branded client portals replace static PDFs. Financial insights, recommendations, and tasks are always current and always professional.

Firm Workflows

Tasks assigned, tracked, and closed across your entire advisory book. Firm and client responsibilities are clearly split so nothing falls through the cracks.

Advisory Record

Every recommendation made, every decision taken, every outcome tracked. The full history of what you told each client and what happened next.

features

Everything your advisory practice needs to deliver.

From client onboarding to the final deliverable, FinAnswer gives your firm the tools to run advisory at scale without the chaos.

Meeting Intelligence

Client Deliverables

Polished, branded client portals replace static PDFs. Financial insights, recommendations, and tasks are always current and always professional.

Firm Workflows

Tasks assigned, tracked, and closed across your entire advisory book. Firm and client responsibilities are clearly split so nothing falls through the cracks.

Advisory Record

Every recommendation made, every decision taken, every outcome tracked. The full history of what you told each client and what happened next.

features

Everything your advisory practice needs to deliver.

From client onboarding to the final deliverable, FinAnswer gives your firm the tools to run advisory at scale without the chaos.

Meeting Intelligence

Client Deliverables

Polished, branded client portals replace static PDFs. Financial insights, recommendations, and tasks are always current and always professional.

Firm Workflows

Tasks assigned, tracked, and closed across your entire advisory book. Firm and client responsibilities are clearly split so nothing falls through the cracks.

Advisory Record

Every recommendation made, every decision taken, every outcome tracked. The full history of what you told each client and what happened next.

Integrations

Fits the stack you already have.

FinAnswer plugs into the platforms firms already use so your team spends time on advisory, not on data entry.

See all integrations

Quick setup

Connect your tools in minutes. Authenticate once and FinAnswer starts pulling the data your advisory practice runs on.

Quick setup

Connect your tools in minutes. Authenticate once and FinAnswer starts pulling the data your advisory practice runs on.

Quick setup

Connect your tools in minutes. Authenticate once and FinAnswer starts pulling the data your advisory practice runs on.

Always in sync

Your financial data, client communications, and workflow stay current automatically. No manual exports, no stale reports.

Always in sync

Your financial data, client communications, and workflow stay current automatically. No manual exports, no stale reports.

Always in sync

Your financial data, client communications, and workflow stay current automatically. No manual exports, no stale reports.

Works where you work

QuickBooks, Xero, Gmail, Outlook, Slack, HubSpot, Stripe and more. FinAnswer fits the stack you already have.

Works where you work

QuickBooks, Xero, Gmail, Outlook, Slack, HubSpot, Stripe and more. FinAnswer fits the stack you already have.

Works where you work

QuickBooks, Xero, Gmail, Outlook, Slack, HubSpot, Stripe and more. FinAnswer fits the stack you already have.

Built to grow with you

New integrations added regularly based on what firms actually need. If you use it, we're probably already building it.

Built to grow with you

New integrations added regularly based on what firms actually need. If you use it, we're probably already building it.

Who it’s for

Built for firms that take advisory seriously.

Whether you run a CAS practice, a CPA firm, or a fractional CFO offering, FinAnswer gives you the infrastructure to deliver it at scale.

CAS & Bookkeeping Firms

You already have monthly data on every client. FinAnswer turns that data into structured advisory — KPIs, meeting intelligence, and client deliverables without adding headcount.

CPA & Accounting Firms

Partner time is your bottleneck, not client demand. FinAnswer gives your team the context and workflows to deliver advisory below the partner level — without losing quality or control.

Fractional CFO Practices

Your clients expect a CFO experience. FinAnswer gives them a live portal with financial insights, AI-powered reporting, and a permanent record of every recommendation you’ve made.

CAS & Bookkeeping Firms

You already have monthly data on every client. FinAnswer turns that data into structured advisory — KPIs, meeting intelligence, and client deliverables without adding headcount.

CPA & Accounting Firms

Partner time is your bottleneck, not client demand. FinAnswer gives your team the context and workflows to deliver advisory below the partner level — without losing quality or control.

Fractional CFO Practices

Your clients expect a CFO experience. FinAnswer gives them a live portal with financial insights, AI-powered reporting, and a permanent record of every recommendation you’ve made.

Built with security in mind

Your clients’ data handled with the rigor they expect.

FinAnswer is built for accounting firms that carry a duty of care over sensitive financial information. Every layer of the platform is designed with that responsibility in mind.

SOC 2 Certified Tools

Built on SOC 2 certified infrastructure from the ground up. Your data lives on tools that meet the highest industry standards.

SOC 2 Certified Tools

Built on SOC 2 certified infrastructure from the ground up. Your data lives on tools that meet the highest industry standards.

SOC 2 Certified Tools

Built on SOC 2 certified infrastructure from the ground up. Your data lives on tools that meet the highest industry standards.

Data Privacy by Design

Client data is isolated, access controlled and never shared. Your clients' financial information stays exactly where it should.

Data Privacy by Design

Client data is isolated, access controlled and never shared. Your clients' financial information stays exactly where it should.

Data Privacy by Design

Client data is isolated, access controlled and never shared. Your clients' financial information stays exactly where it should.

Accountant-Controlled Delivery

Nothing reaches your client without your explicit approval. Every recommendation, every deliverable reviewed and signed off by your team first.

Accountant-Controlled Delivery

Nothing reaches your client without your explicit approval. Every recommendation, every deliverable reviewed and signed off by your team first.

Accountant-Controlled Delivery

Nothing reaches your client without your explicit approval. Every recommendation, every deliverable reviewed and signed off by your team first.

Independence Compliant

Built by CPAs who understand AICPA independence requirements. The platform is designed to keep your independence intact.

Independence Compliant

Built by CPAs who understand AICPA independence requirements. The platform is designed to keep your independence intact.

Independence Compliant

Built by CPAs who understand AICPA independence requirements. The platform is designed to keep your independence intact.

Frequently asked questions.

Can’t find what you’re looking for? Reach out to us at hello@finanswer.ai

General

Getting Started

Pricing

Integrations

Security & Privacy

What is FinAnswer?

FinAnswer is an advisory platform built for accounting firms, CPA firms and fractional CFO practices. It gives firms the infrastructure to deliver structured advisory services at scale — from meeting intelligence and AI-powered insights to client deliverables and workflow management, all in one place.

Who is FinAnswer built for?

FinAnswer is built for firms that take advisory seriously and want a better system for delivering it. Whether you are running a CAS practice, a fractional CFO offering or a traditional firm looking to grow advisory revenue, FinAnswer gives you the tools to do it without adding headcount.

How is FinAnswer different from the tools we already use?

Most firms run advisory across a reporting tool, a workflow tool, a billing tool and a CRM — none of which talk to each other and none of which own the client relationship as a single object. FinAnswer consolidates the advisory workflow into one system, from the first meeting to the final deliverable, with a permanent record of everything in between.

Is FinAnswer replacing our existing practice management software?

No. FinAnswer is purpose-built for the advisory relationship. It sits alongside your existing practice management tools and handles the parts they were never designed for — meeting intelligence, structured recommendations, client deliverables and the advisory record.

Frequently asked questions.

Can’t find what you’re looking for? Reach out to us at hello@finanswer.ai

General

Getting Started

Pricing

Integrations

Security & Privacy

What is FinAnswer?

Who is FinAnswer built for?

How is FinAnswer different from the tools we already use?

Is FinAnswer replacing our existing practice management software?

Frequently asked questions.

Can’t find what you’re looking for? Reach out to us at hello@finanswer.ai

What is FinAnswer?

Who is FinAnswer built for?

How is FinAnswer different from the tools we already use?

Is FinAnswer replacing our existing practice management software?

Run Your Advisory Practice on One Platform

One System, Every Step

Advisory is the fastest-growing segment in accounting but the hardest to scale. FinAnswer is built by practitioners who've lived both sides of that problem.

Advisory is the fastest-growing segment in accounting but the hardest to scale. FinAnswer is built by practitioners who've lived both sides of that problem.

Advisory is the fastest-growing segment in accounting but the hardest to scale. FinAnswer is built by practitioners who've lived both sides of that problem.

93%

93%

34%

34%

30%+

30%+

61%

61%

Everything your advisory practice needs to deliver.

Everything your advisory practice needs to deliver.

Everything your advisory practice needs to deliver.

Fits the stack you already have.

Built for firms that take advisory seriously.

Your clients’ data handled with the rigor they expect.

Frequently asked questions.

Frequently asked questions.

Frequently asked questions.

Let's Get Started

Let's Get Started

Let's Get Started