Finy is Finwaise's AI agent. You ask it the way you would ask someone on your team, and it answers with tables, charts and recommendations drawn from your documents, in your language and within what your profile can see.
Finy only reads: it never changes anything.
Each block is something a finance team checks every week, and the question that does it. The screenshots are from Finwaise in Spanish, with demo data; Finy answers in your language.
The week starts by checking what is overdue and with whom. Finy computes over all your documents, not a few, and keeps what you have to pay apart from what you are owed.
Before closing the month it helps to see how the year is going. Finy builds the table with what was invoiced and paid each month, draws the chart and tells you what it shows: the highest month, the lowest and what stands out.
Finy does not stop at the list: it suggests an order and explains why. You decide what to do with it.
To know who your revenue depends on. Finy adds up the period's sales, subtracts credit notes, leaves duplicates out and shows each customer's share of the total.
When you review a category, such as fuel or freight, it helps to see two suppliers together. Name both and the period, and Finy compares what each one invoiced, what was paid and what is outstanding.
The rates Finwaise stores every day, with date and source, without leaving the system. Ask for a conversion and it tells you which rate it used and why.
In Costa Rica, Finy answers the dollar with the BCCR reference rate and four banks' board rates. Inflation is, for now, Argentina only.
Drag the files onto the chat or use the paperclip. Once Finwaise has processed them, Finy writes a summary that starts with what needs a look: duplicates, upcoming due dates or data that does not match. Then what each one is, who it is from, the amount and the due date.
Finy also knows the Finwaise guide. Ask it how something is done and it explains step by step, with a button that takes you to the screen and the guide topics it used.
It computes on the spot over all your documents and cites the ones it used. Duplicates stay out of totals and credit notes subtract.
It answers in Spanish, English or Swedish, the language you use Finwaise in.
It sees what you see. If your access profile does not include Sales, Finy does not answer with sales.
In the chat, Finy never posts, pays, changes or deletes anything. What it proposes elsewhere in Finwaise still waits for your approval.
Like anyone on the team, Finy can make mistakes. That is why every answer shows where its figures come from: check the document before you act.
If your team already works in ChatGPT or Claude, connect them to Finwaise through MCP and ask the same questions there, with the same permissions. There the answers arrive as tables, without the chart.
Book a demo and we will show you what you can ask Finy about your company's numbers.
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