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โš™๏ธ PRODUCT

FinanceOS

Your complete finance operating system โ€” connecting every data source into a single, governed, AI-ready layer.

๐ŸŽ Try Free โ€” 2 Users See a Demo
โš™๏ธ FinanceOS โ€” Finance Operating System One hub. Every data source. Governed. AI-ready. Always current. SOURCE SYSTEMS ๐ŸŸฆ SAP S/4HANA ERP ยท GL/AP/AR/Fixed Assets ๐Ÿ”ด Oracle Fusion ERP ยท Financials + Supply Chain ๐ŸŸข NetSuite ERP ยท Mid-market financials โ˜๏ธ Salesforce CRM Pipeline ยท Revenue ยท Customers ๐ŸŸฃ Workday HCM Headcount ยท Payroll ยท Benefits ๐Ÿฆ Bank Feeds Cash ยท Transactions ยท Treasury + 194 more integrations โ†’ โš™๏ธ FinanceOS Governed AI-Ready Secure Real-Time OUTPUTS & TOOLS โœฆ FP&A Genius AI Natural language ยท Variance ยท Alerts ๐Ÿ“‹ Excel Add-In Live formulas ยท Version control ๐Ÿ“Š Dashboards Real-time ยท Board-ready exports ๐Ÿ’ฐ Budgeting Driver-based ยท Collaborative ๐Ÿ’ง Cash Management 13-week forecast ยท Bank feeds ๐Ÿ›ก๏ธ SOC 2 Type II ยท GDPR 200+ pre-built connectors ยท In-house setup ยท No IT tickets FinanceOS ยท Single source of truth ยท 200+ integrations ยท AI-ready ยท Governed ยท sam@nextfpa.com
Everything Included

What FinanceOS Delivers

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200+ ERP connectors โ€” one hub

Connect SAP, Oracle, NetSuite, Dynamics 365, Salesforce, and 195+ more in minutes.

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Unified financial data model

Complete board presentations from your financial data โ€” automatically. Charts, narratives, done.

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AI-ready real-time data layer

All data flows into an AI-ready model. Query, analyze, and generate insights from any angle.

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SOC 2 Type II by design

SOC 2 Type II certified. GDPR compliant. Your data stays in your dedicated instance.

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Real-time consolidation

Data refreshes as source systems update. No scheduled imports. No stale numbers.

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Multi-user governance & workflows

Role-based permissions, approval workflows, and complete audit trails for all changes.

Why It Matters

Built by Finance Professionals, for Finance Professionals

  • Implemented in 4โ€“6 weeks โ€” not months
  • 100% Excel-native โ€” no new tools to learn
  • Dedicated finance-background success manager
  • 200+ ERP and data source integrations included
  • AI insights powered by finance-specific training
  • SOC 2 Type II certified security
Start Free โ†’ 2 Users
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"FinanceOS transformed how our finance team operates. What took days now takes seconds. Implementation was smooth. The team is strategic advisors now."

FM
Finance Director
Mid-market enterprise ยท 500+ employees

Ready to get started?

  • 2 users free โ€” no credit card required
  • 4-week implementation with dedicated CSM
  • sam@nextfpa.com ยท +1 619 673 9192
Claim Free Access โ†’

Try FinanceOS Free

2 users, full access, no credit card. Sam sets you up in 4 hours.

๐ŸŽ Get 2 Users Free Book a Demo