The AI CFO for
modern founders.
Centralize your company finances across banking, accounting, payments, compliance, and tax workflows with AI-powered operations.
FORM 5472 SUPPORT • ENCRYPTED DATA • SECURE BANK CONNECTIONS
Ten primitives. One finance brain.
Everything a founder running US entities needs — from the first bank connection to the final IRS form. Nothing they don't.
Bank, card & payment connections
Mercury, Stripe, Wise, PayPal, Brex, Plaid — one unified ledger across every source of revenue and spend.
AI transaction classifier
Auto-categorize every transaction against a foreign-LLC chart of accounts — with reasoning, not guesses.
Per-owner capital account tracker
Real-time equity, distributions, and contributions tracked per member across every entity you own.
Form 5472 + pro forma 1120 + 7004
Generate audit-ready IRS forms in minutes — pre-validated against the latest filing rules.
IRS fax & mail delivery
Forms that can't be e-filed are faxed and mailed for you, with delivery receipts on file.
Compliance calendar
Federal, state, and franchise deadlines auto-tracked per entity with proactive alerts.
AI CFO chat
Ask "is this reportable?", "what's my exposure?", or drop a quote PDF — get an invoice back instantly.
Audit-ready transaction log
Every classification, edit, and decision logged with AI reasoning — defensible by default.
Multi-entity dashboard
One founder, 2–3 LLCs. Switch context in one click, or view consolidated finances across all of them.
CPA review handoff
Optional human CPA review layer for filings — liability covered, signed off, and delivered.
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Bank, card & payment connections
Mercury, Stripe, Wise, PayPal, Brex, Plaid — one unified ledger across every source of revenue and spend.
01AI transaction classifier
Auto-categorize every transaction against a foreign-LLC chart of accounts — with reasoning, not guesses.
02Per-owner capital account tracker
Real-time equity, distributions, and contributions tracked per member across every entity you own.
03Form 5472 + pro forma 1120 + 7004
Generate audit-ready IRS forms in minutes — pre-validated against the latest filing rules.
04IRS fax & mail delivery
Forms that can't be e-filed are faxed and mailed for you, with delivery receipts on file.
05Compliance calendar
Federal, state, and franchise deadlines auto-tracked per entity with proactive alerts.
06AI CFO chat
Ask "is this reportable?", "what's my exposure?", or drop a quote PDF — get an invoice back instantly.
07Audit-ready transaction log
Every classification, edit, and decision logged with AI reasoning — defensible by default.
08Multi-entity dashboard
One founder, 2–3 LLCs. Switch context in one click, or view consolidated finances across all of them.
09CPA review handoff
Optional human CPA review layer for filings — liability covered, signed off, and delivered.
10A CFO that never
leaves the room.
Voice-enabled financial intelligence that understands complex US tax code, multi-entity accounting, and real-time treasury management. Just ask.
Autonomous reconciliation
Auto-categorize transactions across 12,000+ banks via Plaid.
Tax nexus mapping
Real-time visibility into state-by-state tax obligations.
Strategic forecasting
Model hiring, ARR, and runway scenarios in seconds.
Connect everything in under five minutes.
Banking, cards, payments, FX, and accounting — Finvio pulls every dollar in and out of your entities into a single, AI-classified source of truth.
Standardized tiers.
No hidden fees.
Pricing announced at launch.
We're in private beta. Pricing will be announced when we open to the public. Early waitlist members get priority access and founding rates.
Contact us — hello@finvio.aiQuestions, answered.
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