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FinanceIQ
Financial analysis
Freemium

FinanceIQ

Your AI financial analyst for construction and field services. Upload data, ask questions, and model business scenarios to see real-time financial impacts.

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Rating
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Reviews
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Upvotes
4 months ago
Listed
Financial analysis
Business Intelligence
Cash Flow Management
Financial modeling
Construction Tech
KPI Tracking
AI Advisor
NetSuite Integration
Tool information
Provider
FinanceIQ
Platforms
Web
NetSuite
Languages
English
API Available
Yes
Added to directory
4 months ago
Last updated
about 2 months ago
Rating
Not available
Pricing
Freemium

About FinanceIQ

What the tool does and who it's for

FinanceIQ is an AI-powered financial intelligence platform specifically designed for contractors, construction companies, and field-service businesses. It serves as a virtual financial analyst that transforms uploaded financial data into actionable insights. Users can track over 25 financial KPIs, monitor health scores, and engage with 'Finley', an AI advisor capable of answering complex questions about P&L, cash flow, and trends. The platform excels at scenario modeling, allowing businesses to simulate the impact of hiring, equipment purchases, or new projects before committing. It also features automated variance reporting and multi-entity consolidation, providing a command center for real-time financial monitoring.

Key capabilities

AI Advisor (Finley): Chat with your data to identify trends and summarize financial insights.
Scenario Modeling: Simulate business events like new hires to see their impact on future cash flow.
Financial Health Score: Automated tracking of 25+ metrics including EBITDA and Gross Profit.
Automated Variance Reporting: Compare projected vs. actual performance with real-time alerts.
Multi-Entity Consolidation: Support for multiple subsidiaries, currencies, and departments.
Direct Integrations: Native API connections to ERPs like NetSuite for live data syncing.
Customizable Dashboards: Hero cards and sparkline trends for revenue, cash, and margins.
Report Builder: Generate professional PDF reports with combined text, visuals, and metrics.

Pricing

Freemium — plans below

Free Trial

0

  • 7-day full access
  • No credit card required
  • Financial health dashboard
  • AI analyst access

Starter / Pro

Most popular

55

  • 500 AI Chat Messages/Month
  • Unlimited Saved Reports
  • Unlimited Saved Boards
  • Up to 10 Team Members
  • Unlimited PDF Exports
  • Unlimited Data Retention

Enterprise

Contact

  • Full NetSuite Integration
  • Multi-entity consolidation
  • Custom KPI formulas
  • Dedicated support

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