ReAIdefine
Your Financial Horizon
Finrizon AI is a financial data management platform designed for CFOs, controllers, and analysts. It combines the precision of financial spreadsheets with the power of artificial intelligence – faster, more confidently, and with better data insights.
Budgets in Excel, forecasts in emails, results in a separate system. Finrizon AI puts an end to this chaos.
Budgets in Excel
Forecasts in emails
Chaos in reports
Excel hell
Forecasts buried in dozens of files — and no one knows which version is current
Finance professionals’ time is the company’s most expensive resource
Every hour spent on manual consolidation is an extra cost that generates no value
You’re collecting data instead of analyzing it
80% of the work is consolidation — leaving just an hour to think before the board presentation
AI without financial context
Generic AI tools don’t understand your accounts, structure, or fiscal periods
Consolidation is a mosaic of dozens of sources
ERP, spreadsheets, system exports — before you get the full picture, you’ve lost half a day gathering the pieces
Data waits for people, not for you
You depend on whether your ops colleague finally sends the file — the deadline is near, and you’re waiting for an email
You don’t have to work like this
How does Finrizon work?
Three steps to full control over your finances
You import data
Upload a trial balance from Excel or ERP. AI automatically categorizes accounts and detects the data structure.
You build forecasts
You define Actuals and Forecasts in a single sheet. Flexible fiscal range, multiple data sources, zero manual consolidation.
You analyze with AI
You ask questions in natural language. The AI agent responds based on your data – not general models.
Features
Everything your finance department needs
Actuals and Forecasts in one place
No more Excel files scattered across computers and email versions like “final_v3”. Finrizon integrates historical data with forecasts in one synchronized view — everyone on the team sees the same data, at the same time.
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Column structure based on fiscal months
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Actuals section up to the end of the previous month, Forecasts for the future
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One system — zero version conflicts
AI assistant for data analysis
Instead of writing formulas and creating pivot tables — just ask. The AI assistant answers questions about financial data in natural language, points out deviations from the plan, and analyzes trends in seconds.
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Natural language questions about sheets and forecasts
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Detection of anomalies and budget deviations
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Answers based on your organization’s real data
Multi-tenant and access control
The multi-tenant architecture ensures complete data separation between organizations. The role system guarantees that the right people have the right access — without the need to send files by email.
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Roles: owner, admin, member
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Full data isolation between organizations
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Assigning owners to specific sheets and rows
AI that knows your company
Finrizon indexes your documents — contracts, minutes, financial policies — and searches them semantically during each analysis. The longer you use the system, the more accurate the answers. The AI remembers your organization’s context.
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Upload contracts, board notes, PDF reports
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Semantic search — the system understands meaning, not just words
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Organization context built automatically with every conversation
AI fills in forecasts for you
Finrizon can independently propose forecast values based on historical data and organizational documents — taking into account contracts, board decisions, and seasonality. You review and approve with one click.
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Automatic trend and seasonality detection
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AI refers to contracts and minutes before proposing values
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Manual adjustment possible — AI suggests, human decides
Forecast windows
The organization owner decides when the forecasting window opens and when it closes. Outside the window, no one can change forecasts. The system automatically reminds the right people about their tasks and deadlines.
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Edit lock outside the forecast window
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Automatic notifications to row owners
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Full change history ready for audit
No more Excel files scattered across computers and email versions like “final_v3”. Finrizon integrates historical data with forecasts in one synchronized view — everyone on the team sees the same data, at the same time.
-
Column structure based on fiscal months
-
Actuals section up to the end of the previous month, Forecasts for the future
-
One system — zero version conflicts
Instead of writing formulas and creating pivot tables — just ask. The AI assistant answers questions about financial data in natural language, points out deviations from the plan, and analyzes trends in seconds.
-
Natural language questions about sheets and forecasts
-
Detection of anomalies and budget deviations
-
Answers based on your organization’s real data
The multi-tenant architecture ensures complete data separation between organizations. The role system guarantees that the right people have the right access — without the need to send files by email.
-
Roles: owner, admin, member
-
Full data isolation between organizations
-
Assigning owners to specific sheets and rows
Finrizon indexes your documents — contracts, minutes, financial policies — and searches them semantically during each analysis. The longer you use the system, the more accurate the answers. The AI remembers your organization’s context.
-
Upload contracts, board notes, PDF reports
-
Semantic search — the system understands meaning, not just words
-
Organization context built automatically with every conversation
Finrizon can independently propose forecast values based on historical data and organizational documents — taking into account contracts, board decisions, and seasonality. You review and approve with one click.
-
Automatic trend and seasonality detection
-
AI refers to contracts and minutes before proposing values
-
Manual adjustment possible — AI suggests, human decides
The organization owner decides when the forecasting window opens and when it closes. Outside the window, no one can change forecasts. The system automatically reminds the right people about their tasks and deadlines.
-
Edit lock outside the forecast window
-
Automatic notifications to row owners
-
Full change history ready for audit
Check if Finrizon is for you
Select what applies to your work
Select the points that match your work — we'll check if Finrizon is right for you
You pay for what you actually use
No subscription, no recurring fees
Prepaid AI credits
You buy AI credits upfront and use them whenever you need to. No monthly fees you pay whether or not you use the system.
Pay as you go
We bill your actual use of the AI assistant — analyses, forecasts, questions. Not using it this month? You pay nothing. Your credits wait until you need them.
No subscription
No subscription, no fixed-term contract, no hidden charges for inactive seats. Unlike classic SaaS tools — you don’t pay for what you don’t use.
Frequently asked questions
Everything worth knowing before you start
What is Finrizon AI, and who is it for?
Finrizon AI is a financial data management platform for CFOs, controllers, and analysts. It combines financial spreadsheets with an AI assistant that analyzes your data and helps you build forecasts — faster and with better insight than scattered Excel files.
How does the AI assistant work — what data does it answer on?
The assistant answers solely based on your organization’s data — the sheets, forecasts, and documents you upload to the system. It doesn’t rely on generic models disconnected from your business. You ask in plain language and get an answer grounded in your own numbers.
Is my financial data secure and isolated?
Each organization runs in its own isolated space — a multi-tenant architecture separates data between organizations, and a role system controls who sees what. One organization’s data is never accessible to another.
How is AI usage billed?
You use AI credits purchased upfront. Every analysis, forecast, or question to the assistant draws credits from your balance. You pay for actual use — with no subscription and no charges for months when you don’t use it.
Do I need an ERP integration to get started?
No. You can start by importing data from files — without connecting an ERP. A trial balance from Excel is enough, and the AI recognizes the account structure on its own.
Which files can I import?
You import balance sheets and trial balances from Excel files. The AI automatically categorizes accounts and detects the data structure, so you don’t have to map them by hand.
Can I try the product?
Yes. Book a demo and we’ll show Finrizon AI live and help you set up your first forecasts on your own data.
Which languages is the application available in?
Finrizon AI is available in four languages: Polish, English, German, and French. You can switch the language at any time.