Connect your workbooks, ledgers, and live data. Ask in plain language. Produce reports where every figure traces back to its source — the cell, the workbook, the formula.
finbiosis is built around three surfaces — kept distinct so each can be done well, and stitched together so the audit trail is never broken.
Drive, OneDrive, Snowflake, Plaid, QuickBooks — or just upload. We track sync state, schema drift, and lineage, so you know what's fresh and what's drifting.
Quarterly reviews, monthly close, board packs, cash runway. Schedule recurring runs, send to recipients, version every change. Drafts on the way to publish.
Plain-language questions across your sources. The agent reads your workbooks, drafts a response, and shows its work — citing the cells and formulas it relied on.
In a finbiosis report, every figure is a live citation. Hover any number to see the cell, the workbook, and the formula it was computed from. Reconciliation stops being a separate exercise — it's the document itself.
When the underlying source changes, the report knows. When a reviewer questions a figure, the answer is one hover away.
Open a sample reportQ1 closed with consolidated revenue of $14.21M, up 6.3% year over year, but operating income compressed to $1.18M — a 230 bp margin contraction driven almost entirely by two locations.
Excluding Bremen and Cookeville, the network would have posted an 11.4% NOI margin, in line with the three-year average. The headline number understates the strength of the core.
Things you already do in spreadsheets and email, lifted into a workspace built around audit-trail and review.
Group sources, reports, and agent threads under a project. One client, one engagement, one fund — whichever maps to your work.
Monday cash runway, monthly variance pack, quarterly board package. Recurring runs with recipient lists and approval gates.
Every edit and every send is a version. Comments thread inline on numbers and paragraphs. Nothing disappears.
Advisors and family offices keep client engagements distinct, with separate sources, members, and permissions per tenant.
Connected sources are read-only. finbiosis never writes back to your books unless you explicitly grant it.
Use the default agent, or bring your own model via MCP. The provenance layer is the same either way.
A 30-minute walkthrough on your own workbooks. We connect a source, generate a draft report, and show the citation layer end to end.