Finission — Finance Intelligence
A finance team reviewing reports together at a meeting table
How it works

From sign-in to signed-off report.

A four-step path from a fresh connection to a polished, distributable report — usually in under ten minutes.

The four steps

From sign-in to signed-off report.

Most teams are exporting their first board-ready pack within fifteen minutes of connecting. No training day, no implementation project.

  1. 01

    Connect

    Authorise your accounting platform with a single secure sign-in. No CSV downloads, no shared passwords, no IT ticket.

    ≈ 2 minutes
    • Read-only OAuth to Sage or FreeAgent
    • Add multiple companies in one session
    • Revoke access any time from your platform
  2. 02

    Sync

    Finission pulls your trial balance, ledgers and contacts, standardises them, and keeps them current in the background.

    ≈ 3 minutes first run
    • Chart of accounts mapped automatically
    • Historic periods backfilled on first sync
    • Incremental refresh — no full re-pulls
  3. 03

    Read

    Browse P&L, balance sheet, aged debtors, trial balance and ratios — drill from a headline figure down to the underlying ledger.

    Live, always
    • Compare periods and businesses side by side
    • Filter by company, period or department
    • Flagged anomalies surface at the top
  4. 04

    Export

    Generate a board-ready PDF combining every section in one document — branded, dated and signed off.

    ≈ 30 seconds
    • Combined pack across all connected companies
    • Your logo, header and footer baked in
    • Audit trail of who exported what, when
What changes for your team

The end of month-end as a project.

Finission replaces the spreadsheet relay race between bookkeeper, finance lead and board. Once connected, the same numbers flow through every report, every export and every period — without anyone re-keying a figure.

Your accountants keep working in the tools they already use. You just get a calm, consolidated view on top.

  • 01A single source of truth across every connected business
  • 02Month-end packs ready in minutes, not days
  • 03Full audit trail — nothing copy-pasted, nothing manual
  • 04Read-only access — your accounting data is never altered
Ready when you are

See your numbers clearly.

Connect your accounts in minutes. Get the full financial picture without the spreadsheet grind.

Log in Book a demo