AI account mapping
Import from major accounting software; AI classifies unmatched accounts and auto-detects PL / BS sheets — and learns as a dictionary for next time.
SCAD Suite · Finance
FinaliA turns your monthly numbers into insight you can act on. Import your accounts, read 19 ready-made reports, and simulate “what if we raise prices 3%?” live in the meeting — then let AI draft the monthly review.
The problem
By the time the monthly figures are ready, the moment to act has passed — and no one is sure what to do next.
Pulling data together and matching accounts by hand eats days — every single month.
Rows of figures don’t tell the owner what changed, why, or whether the cash is safe.
“What happens if we raise prices, or cut costs?” goes unanswered until it’s too late to matter.
The monthly flow
FinaliA runs the whole monthly cycle — and AI does the tedious parts.
CSV / Excel
Drop in the monthly file from Yayoi, freee, MF and more.
AI
AI classifies unmatched accounts — and remembers your choices.
19 pages
Nineteen ready-made views, from the 8-cell plan to cash flow.
Validation
Auto-checks catch balance and cash-flow inconsistencies.
What-if
Move price, volume or cost and watch profit react live.
AI draft
AI drafts the monthly review; the consultant makes the call.
Future-accounting simulation
The hardest question in any review is “so what should we do?” FinaliA answers it on the spot. Move four levers — price, quantity, variable cost, fixed cost — and recurring profit, margin, sensitivity and strategy priority all update instantly.
Show an owner exactly what a 3% price rise does to the bottom line — before they decide, not months after.
Capabilities
Import from major accounting software; AI classifies unmatched accounts and auto-detects PL / BS sheets — and learns as a dictionary for next time.
8-cell plan, golden ratios, ROA, three-year comparisons, cash flow, CCC, a cash-position table and more — ready to present.
The P / Q / V / F levers move profit, margin and sensitivity live — decisions made with the numbers in front of you.
Balance-sheet and cash-flow checks flag inconsistencies automatically — if it doesn’t reconcile, the data needs a look.
A drafted month-in-review and talking points — the consultant edits and confirms, never the other way around.
This month’s health, the recurring-margin trajectory and cash comfort — a single summary a busy owner will actually read.
In the loop
FinaliA closes the loop. The 8-cell plan set in StrategiA flows straight in, and the results FinaliA reads flow back to refine the next strategy.
The 8-cell business plan carries over directly — strategy and the numbers speak the same language.
What actually happened feeds back, so next quarter’s plan is grounded in reality, not hope.
Every view ends in a “so do this” — not another PDF that goes unread.
Each consultant sees only their own customers, and financial data clears from shared devices on logout.
Financial insight. Smarter decisions.
FinaliA is part of the SCAD suite. Start free, then add the apps as you grow.