# finstory

> Reeve is finstory's AI FP&A manager. It builds amazing financial stories from your close, with every figure traceable to source.

finstory is software for CFOs and FP&A teams. It connects to NetSuite, QuickBooks Online, Xero and other systems (or Excel workbooks) and keeps actuals, budgets and forecasts in one governed model. Reeve, its AI FP&A manager, works inside finstory: a finance team asks how the month went and gets the finding, then asks for the board story and Reeve drafts it page by page: headline, commentary and chart for each part of the pack. finstory also works inside Claude as a connector. When the data can't explain a move, it asks the person who knows instead of guessing, and pins the answer to the figure. Every figure traces back to the ledger. Board members read stories in finstory on any screen, for free.

- Company: Finstory, Inc., 1445 Woodmont Ln NW #1641, Atlanta, GA 30318, USA
- Founder: Wouter Born
- Security: Built to SOC 2 standards, hosted on Google Cloud
- Pricing (https://finstory.ai/pricing): Starter, for founders and solo finance leads: $199 a month billed annually, $249 billed monthly; Growth, for finance teams: $1,250 a month billed annually, $1,500 billed monthly; Enterprise, for groups making AI part of how finance runs: custom pricing, annual contract. Growth adds premium connectors (ERPs, planning tools, data warehouses, enterprise CRM) and onboarding by the finstory team.
- Getting started: a 21-day free trial of Starter, no card needed, opens on 19 November 2026; Growth starts with a demo. Growth and Enterprise teams can also book a demo (https://finstory.ai/contact).
- Help: step-by-step guides for using finstory by hand or with Reeve (build a report or a pie chart, upload an Excel file, connect QuickBooks, share a story, invite a colleague) at https://help.finstory.ai, every page also as plain Markdown, with an index for AI assistants at https://help.finstory.ai/llms.txt
- AI assistant: works inside Claude (Pro, Max, Team or Enterprise) through the finstory connector, added in Claude as a custom connector with the address https://mcp.finstory.ai/mcp-finstory, plus an optional finstory plugin with skills for questions, reports and board stories. Other AI assistants that support MCP connectors can connect too. Reports, stories and publishing also work without one.

## Pages

- [Home](https://finstory.ai/): how it works, with a live story built on the May 2026 close of Born2Cycle, a demo company
- [Pricing](https://finstory.ai/pricing): Starter, Growth and Enterprise, the free trial, AI credits, limits and connectors by plan
- [Book a demo](https://finstory.ai/contact): 30 minutes with the finstory team, for Growth and Enterprise
- [Security](https://finstory.ai/security): Built to SOC 2 standards, where the data lives, encryption, roles and publishing controls, the limits on the AI, how to report a vulnerability (security@finstory.ai), and a request form for security documentation
- [About](https://finstory.ai/about): why finstory was built, what it believes and the company behind it
- [Help center](https://help.finstory.ai): step-by-step help for the finstory app: reading, building and exporting reports (tables, pie, bar and line charts), stories and sharing, importing data, connecting systems, working with Reeve and Claude, and running a workspace (roles, invites)
- [finstory in Claude](https://finstory.ai/docs/claude): how to connect finstory to Claude and add the finstory plugin, what Claude can read and change, sign-in, roles, your data and troubleshooting
- [finstory with Stripe](https://finstory.ai/docs/stripe): how to connect a Stripe account through the finstory app for Stripe, the subscription metrics finstory loads (MRR, ARR, customers, billing), what it reads and how to disconnect
- [AI In Finance newsletter](https://finstory.ai/newsletter): the finstory newsletter for CFOs, over 120,000 subscribers: weekly posts that test AI on real finance work, step by step. Paid plans add the archive, prompts and workflows; Premium adds live sessions with guest speakers and AI workflows shown step by step
- [NetSuite reporting for CFOs](https://finstory.ai/netsuite-reporting): NetSuite reporting for CFOs: AI drafts the board narrative from your close, with actual against budget, drill-down and every variance explained.

## Guides

- [What is AI financial storytelling?](https://finstory.ai/guides/ai-financial-storytelling): AI financial storytelling turns closed numbers into the story a board reads. It covers what moved, why it moved and what it means. Here is what the AI should do, what it should never do, and five checks before you trust a tool with your board pack.
- [AI variance commentary for FP&A teams](https://finstory.ai/guides/ai-variance-commentary): AI variance commentary explains why actuals moved against budget, forecast and last year, in words a CFO can sign. Here is what good commentary says, how AI drafts it from your close, a worked example and five checks before it reaches the board.
- [Board reporting AI for finance teams: tools compared (2026)](https://finstory.ai/guides/ai-board-reporting-tools-compared): Board reporting AI for finance teams turns the monthly close into the story a board reads. Here is how finstory, Datarails, Fathom, Bob Finance (formerly Mosaic) and Claude connected straight to NetSuite compare: what each is built for, which systems it reads, whether it works inside Claude and who should pick it.

## FAQ

### Do we need Claude?

No. Reeve, finstory's AI FP&A manager that builds your financial stories, works inside finstory: it sets up your model, builds your reports and drafts the board story with you. If your team uses Claude, it can work with finstory too, through the finstory connector.

### How long until our first story?

Often the same day. Reeve asks a few questions about your company, then connects your accounting system or reads your management workbook and last board deck. It builds the model and your first reports, checks them against your own figures, and drafts the first story with you.

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

Yes. finstory connects directly to QuickBooks Online, Xero, Business Central and Workday Adaptive Planning, among others, and Reeve builds a model from your own Excel workbook for everything else. See all [integrations](https://finstory.ai/integrations).

### 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.

### Is our financial data safe?

Built to SOC 2 standards. finstory is hosted on Google Cloud and encrypted in transit and at rest, and your data is never used for marketing or demos. Everyone signs in with Google, Microsoft or email, on every plan. The details are on our [security page](https://finstory.ai/security).

### Can the AI make up numbers?

No. Every figure comes from a governed report on your data, with an audit trail back to the source: tap any number in a story to see where it comes from. The AI sets up the reports and quotes them; it never calculates a number itself. When the data can't explain a move, it asks you.

### Does this replace our FP&A team?

No. It removes the copy-paste and the first draft. The judgement, the context and the conversation with the board stay with your team.

### Does finstory do planning or consolidation?

No. Keep building your budget and forecasts, and running your consolidation, where you do today. finstory turns your close, budget and forecast into the board story.

### What happens to our PowerPoint board pack?

Upload it, and Reeve uses it as the starting point for your story: the same pages, now built on your live numbers. Your board reads the story in finstory on any screen, and readers are free.

## Elsewhere

- [AI In Finance newsletter](https://aifinance.finstory.ai)
- [LinkedIn](https://www.linkedin.com/company/finstoryai/)