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AI financial storytelling for CFOs

The FP&A manager who never sleeps and tells your story.

finstory analyzes your financial performance, explains what's driving the numbers, and delivers board-ready stories with clear recommendations, all from multiple data sources and with full auditability.

Book a demo30 minutes with a founder
  • Works in your Claude
  • Built to SOC 2 standards
  • Live within days

Your systems

Your financial semantic layer

Board-ready story in Claude

  • QuickBooks
  • Xero
  • NetSuite
  • Salesforce
  • Rippling
  • Excel
  • Other
  • Data
  • Reports
  • Company memory
  • Built to SOC 2 standards

Claude

Gross margin up 1.4 pts

Driven by marketplace mix and corporate sales.

  • Full narrative
  • Key drivers
  • Trace to source
See it on a real close

01Live storyHow Reeve, your AI reporting manager, builds a board story in finstory, on the September close of Born2Cycle, our demo company.

ReeveAI reporting manager

Hi Jamie. Which report or story shall I build?

September board story, 3 pages.

On it: the month against budget, what drove EBITDA, and the outlook.

Drafting page 1…

Page 1 drafted: sales beat budget, EBITDA missed.

Revenue is $1.85M ahead of budget. What drove it?

The clearance email and Google ShoppingThe stores

The clearance email and Google Shopping

Added to page 1. Does it look good?

Looks good

Drafting page 2…

Page 2 drafted: EBITDA $170K under budget.

Cost of goods ran $233K over. Why?

Frames got dearer after the tariffSupplier price errors

Frames got dearer after the tariff

Added to page 2. Does it look good?

Looks good

Drafting page 3…

Page 3 drafted: the year lands $317K under budget.

Your Q4 actions add $380K. What are they?

Black Friday push, rebate, hiring freezeA price increase

Black Friday push, rebate, hiring freeze

Added to page 3. Does it look good?

Looks good

Your story is ready to share with the board.

Open the full story

Born2Cycle is finstory's demo company, a 14-store bicycle retailer on NetSuite. The story on the right is one Reeve built on its September 2026 close.

02The problem

Your board pack is still a copy-paste job.

The close takes days. The pack takes longer. You export from NetSuite, paste into slides, reconcile the one number that moved and write the commentary at midnight.

The figures are right. The story arrives late, and the questions arrive after the meeting.

  1. Pasted by hand

    Six files feed one deck. One broken link and the board reads a wrong number.

  2. Written last

    Commentary comes at the very end, from memory, when you are most tired.

  3. Asked too late

    The questions come after the pack is sent, and the answers end up in someone's inbox.

Board_Pack_May_v14_FINAL.pptx

41 slides · edited 23:48 by you

2

Feeding the deck

  • NetSuite_TB_export_May.xlsx
  • Budget_2026_v3.xlsx
  • Store_contribution_May.xlsx
  • EBITDA_bridge_workings.xlsx
  • Cash_KPIs_rolling.xlsx
  • Commentary_draft_v6.docx
1

  1. CEO23:48

    Why is Bend down? The web shop looked busy.

  2. You23:52

    Checking. The export doesn't split freight by store.

3

03The shift

It finds the variance. You tell it why.

finstory reads your close and drafts every page of the story. When a number moves and the ledger can't say why, it doesn't guess. It asks you, in plain English, and pins your one-line answer to the exact figure it explains.

  1. 01

    Drafts every page

    A headline, the commentary and the right chart for each part of your pack.

  2. 02

    Asks, never guesses

    If the data doesn't show the cause, it says so and asks the person who knows.

  3. 03

    Your answer on the number

    Context sits on the figure it explains, so the board reads the why next to the what.

Claude · finstory connected

  1. Reading P&L by store · May 2026

  2. Claude:

    Bend Flagship is −$62K against budget on operating income: revenue −$37K, cost of goods +$13K and inbound freight +$10K. Bend ships the web orders, so this may be an online story. What drove it?

  3. You:

    June's road-bike range landed early, so its freight hit May. Timing, not trend.

  4. Claude:

    Added as note 3 on Bend's variance, marked as your context. Next: Mercer Island is also behind, by $6K. Worth a note?

Your answer · pinned

June's road-bike range landed early, so its freight hit May. Timing, not trend.

On: Bend Flagship · operating income vs budget · page 3 of the May board story

04How it works

From ledger to boardroom in three steps.

  1. 01

    Connect your close

    Your accounting, planning and spend systems connect directly: actuals, budgets and forecasts in one governed model.

  2. 02

    Ask and build in Claude

    Ask “How did May go?” and get the finding in a minute. Ask for the board story and it drafts page by page, checking the why with you.

  3. 03

    Publish and present

    Share a secure link, export to PowerPoint, and see which pages your board actually read.

See your own close told this way.

Customers are live within days, with onboarding by our team.

Book a demo30 minutes with the founder

05A month with finstory

Your close calendar with the story built in.

No new process. finstory fits the month you already run.

  1. Working day 107:10The close lands.

    Actuals sync from NetSuite overnight. finstory checks the load before anyone reads it, and flags what looks odd.

    NetSuite sync · complete

    • Trial balance loaded for 6 entities
    • Budget and June reforecast present
    • !Note: the Online entity's budget starts in March (new entity)
  2. Working day 209:30“How did May go?” answered in a minute.

    The finding first, then the drivers, then the questions worth asking next. No pivot tables.

    Claude · finstory connected

    EBITDA $1.32M, +$354K against budget.

    Higher sales and a richer margin split the beat; opex landed on plan. Bend is the one store to watch.

    Where next?A) Bend's cost of sales by account, to see where the $62K wentB) Marketplace against direct web margin, to test the mix story
  3. Working day 314:00The story drafts itself. You add the why.

    Page by page, from your own reports. finstory asks about the moves it can't explain, and your answers become pinned notes.

    May board story · page 3 of 5 · draft

    Vancouver and Seattle carry May; Bend is $62K behind

    Your answer: June's road-bike range landed early, so its freight hit May.
  4. Working day 408:15The board reads it before the meeting.

    Publish to named board members with a secure link, or export to PowerPoint. See who read which page, and for how long.

    May board story · read by

    • Board chairEBITDA bridge6 min
    • CEOAll pages11 min
    • Lead investorCash cycle4 min
  5. Mid-month16:40The reforecast drops in. The story keeps up.

    Load a new forecast from a spreadsheet just by asking. finstory checks the file with you, runs a dry run and keeps a copy to roll back to before anything changes.

    June reforecast.xlsx · loaded

    • 6 entities · 12 months · 2 questions answered
    • Dry run passed: totals match your file
    • Rollback copy saved

06Trust

Every number traces back to the ledger.

A board story is only as good as the figures under it. finstory is built so nobody has to wonder where a number came from.

  • Traceable

    Every figure on a page comes from a governed report on your own ledger, and you can drill into the lines behind it.

  • Never invented

    The AI sets up your reports and quotes their figures; it never calculates a number itself. When the data can't explain a move, it asks.

  • You decide who sees what

    Keep a story private, share it with your company, or send it to named people with a link that expires.

  • Built to SOC 2 standards

    Security controls designed around SOC 2. Hosted on Google Cloud, encrypted in transit and at rest.

How we protect your data

07Finance leaders

Built with CFOs who present every month.

finstory is shaped week by week with our early design partners. This is what they tell us.

We spend the week after close on the analysis now, not on assembling it. That is the week where the value actually sits.
CFOPE-backed group, US
The numbers come straight from the source into the report. No rework, no rebuild, no version that drifted. That gives me the confidence to put it in front of the board.
VP FinanceMulti-entity services business, US
The reporting is ready while the team is still closing. When the numbers are final, we refresh and we present. The deadline stopped being a deadline.
CFOConsumer brand, US
The first draft raises things I had not raised myself. Not a different number, a different question. That is exactly what I wanted from it.
Finance DirectorMulti-entity group, EU
Finance teams already do the hard part, a clean close. finstory makes sure the story that follows is just as rigorous, and arrives on time.
Wouter Born, Founder, finstory · Why we built finstory

08Get started

Start with your next close.

One plan with everything included, and personal onboarding by our team. Book 30 minutes and we'll walk through your own close.

Do we need Claude?

No. Reports, stories and publishing work in finstory on their own. Claude adds the intelligence and automation, on your own Claude plan (Pro, Max, Team or Enterprise). finstory works inside Claude through the finstory connector; other AI assistants that support custom connectors can connect too.

How long until our first story?

Most teams are live within two to three business days of the onboarding call. The call takes 60 to 90 minutes: we connect NetSuite, set up your first reports and walk your team through the first story.

We don't use NetSuite. Can we still use finstory?

Yes. You can load your actuals, budgets and forecasts from Excel today, and we are adding more connectors. Book a demo and we'll go through your setup before you buy.

Can we cancel?

Yes. Monthly plans can be cancelled at any time and run to the end of the month you have paid for. Annual plans run for the full year and can be cancelled before they renew. Payments already made are not refunded.

Compare board reporting AI tools

finstory

One plan with everything included, and personal onboarding by our team.

Book a demo

30 minutes with a founder

Everything included

  • NetSuite connected directly, and Excel uploads for everything else
  • Up to 25 users, 2.5M records and 5 data models
  • Actuals, budgets and forecasts in one governed model
  • Board stories with headlines, commentary and notes pinned to the figures