From Financial Data to Finance Work Done
FinanceGPT turns financial data into completed finance work — reconciliations, checks, reports, forecasts, controls, recurring automation and review-ready outputs.
Not another chatbot. A controlled finance automation layer.
Finance teams need trusted numbers, fast reporting, earlier cash visibility, and fewer control surprises. FinanceGPT prepares the work, flags exceptions, explains changes, and routes decisions to humans.
Buy a single finance task when you need it. No subscription required.
Top up Automation Credits and spend them across finance tasks.
Manage workspaces, pooled credits, approvals, roles, and audits.
Free local generative AI tools run through WebGPU on the user device.
Automate the finance work that creates recurring pain.
The core product is built around the workflows finance professionals already run every month: close, reconcile, forecast, report, review, approve, and evidence.
Start with one taskReconciliations
Match bank, ledger, invoice, payment, and spreadsheet data. Route exceptions for human review.
Reporting
Generate monthly finance packs, board reports, investor updates, and variance commentary.
Forecasting
Maintain 13-week cash forecasts, runway views, AR/AP pressure, and scenario changes.
Controls
Detect duplicate payments, missing approvals, unusual transactions, and control exceptions.
Workflow
Assign owners, track review status, capture evidence, approve outputs, and retain audit history.
Flexible pricing for finance work.
Pay once, use wallet credits, or subscribe with your team. Subscription is no longer the only way to use FinanceGPT.
From $79/task
Run one finance task without subscribing.
- Finance pack
- Cash forecast
- Reconciliation review
From $25 top-up
Prepay Automation Credits and spend when needed.
- No monthly commitment
- Bonus credits
- Task history
From $199/month
For recurring finance workflows and approvals.
- Shared workspaces
- Pooled credits
- Audit trails
From $2,500
A 30-day controlled automation pilot for firms and finance teams.
- 3 workspaces
- Setup support
- ROI review
Free local AI tools. Private by design.
FinanceGPT keeps generative AI free: Chat, Agentic Council, Finance Tools, Document Generation, and Coding run locally through WebGPU where supported. Task automation and enterprise workflows are the paid layer.
Connect the systems where finance work already happens.
Uploading files is only the start. FinanceGPT is designed to become the data hub for accounting, banking, ERP, payment, spreadsheet, warehouse, and secure file-transfer workflows.
Connector onboarding
Authorize, test connection, choose data scope, run first sync, and map accounts into FinanceGPT.
Data readiness
See which tasks are ready, what data is missing, and which mappings need review.
Lock-in through workflow
Connected data becomes recurring reporting, forecasting, reconciliation, controls, and audit history.
Built for finance professionals, not finance tourists.
Fractional CFOs
Automate monthly client packs, cash forecasts, and advisory commentary.
Accounting firms
Scale advisory reporting across client workspaces and pooled credits.
SME finance teams
Close faster, forecast earlier, and catch exceptions before month-end.
Investment teams
Use sovereign AI for research and paid automation for structured deal outputs.
The familiar FinanceGPT tool experience remains — now free and sovereign.
Keep the legacy use-guide experience for finance and investment analysis, but move it into the free local generative AI layer. Paid revenue comes from task execution, automation, wallet credits, data integrations, teams, and pilots.
View use guideFinanceGPT is being prepared for Microsoft Marketplace transactability.
Direct customers can use Stripe for subscriptions, wallet credits and pay-once finance work. Microsoft Marketplace customers will activate FinanceGPT through Microsoft SaaS fulfillment, with Microsoft-managed billing and FinanceGPT-managed onboarding, task runs, reports and automation.
Direct subscriptions
Stripe-backed plans, wallet top-ups and one-time task checkout for customers buying directly from FinanceGPT.
Microsoft Marketplace
Marketplace activation, SaaS subscription mapping, Microsoft webhook readiness and plan-to-entitlement mapping for Azure procurement.
Easy cancellation
Customers can manage or cancel recurring direct subscriptions through FinanceGPT billing, reducing billing confusion and Stripe dispute risk.
Funding and Partnership Ecosystem
FinanceGPT Labs (formerly IPOXCap AI) is supported by and has a strong finance, tech and data science ecosystem.
Run one finance task. Then scale into workflows.
FinanceGPT now supports occasional users, wallet users, teams, firms, and enterprise finance operations inside one coherent commercial model.
FinanceGPT's financial analysis software and AI financial tools suite and agents accelerate financial data analytics, investment portfolio optimization, financial workflow automation and adoption of generative AI for finance. FinanceGPT Labs has been working on and deploying Large Quantitative Models (LQMs) as a distinct category, particularly within the generative Al space for quantitative finance, built as a hybrid with Hot Desk Imputation, KNN Imputation, VAEGAN and GPT/FinBert since August 2022. A whitepaper that introduced and created the Large Quantitative Models category of generative AI authored by Phiwa Nkambule was publicly released on 9 December 2023. FinanceGPT is now focused on Zero Inference AI, focused on being privacy first and being accessible with or without internet access.