Every primitive a modern finance team needs.
From the first bank connection to the final IRS form — one platform, nothing missing, nothing unnecessary.
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.
10Built for every shape of US business.
MRR, churn, and CAC in one canvas.
Cohort revenue and ARR forecasting tuned for subscription businesses.
Bookkeeping that disappears.
Automated reconciliation, expense categorization, and tax filings.
Project-level P&L without the spreadsheet stack.
Track margin by client, retainer, and engagement in real-time.
Invoice, reconcile, and file — solo.
Built for single-member LLCs running multi-client engagements.
Estimated tax, on autopilot.
Quarterly tax provisioning calculated from your actual income.
Designated finance ops lead, on retainer.
Your AI CFO is one connection away.
Connect your bank, sync your stack, and let Finvio run the books, the forms, and the filings.