Your team decides. Agents do the work before the decision.
Finsi takes the exporting, reconciling and first drafts off your team. Agents work from one set of verified numbers, follow your rules, ask before they act, and leave a record. Use our agents, or connect your own.
Connect Your Data
One warehouse, one set of numbers
Link your e-commerce stack: Shopify, Recharge, Klaviyo, Meta Ads, Google Ads, Zendesk and 50+ other platforms. Finsi brings it into one data warehouse with a semantic layer, so revenue, margin and new customer mean the same thing everywhere.
- One data warehouse instead of a spreadsheet per tool
- A semantic layer that defines what each number means
- Metrics calculated once, with the same definitions across every source
- Isolated, encrypted storage per company
Connect Your Data
Agents Do the Spreadsheet Work
Every day, not once a month
Agents read those verified numbers and do the work your team does by hand before every decision. Start with agents from the Finsi Agent Library, connect your own, or both. Agents share context, so marketing and finance are not working against each other.
- Agent Library: ECHO email, PULSE ads, MUSE creative, MAGNET audiences, SCOUT profit, BEACON search, SAGE customer research, RIVAL competitor watch, Lead Analyst weekly reports
- Bring your own agents: Claude, ChatGPT, Codex, Grok and others over MCP or API
- Agents work together on one question and return one combined proposal
- Models from several providers, so you are not locked to one AI vendor
Agents Do the Spreadsheet Work
Agents Ask Before They Act
Specific proposals, with the reasoning
An agent puts a specific change in front of you, with the numbers behind it. Your rules and a human approval sit between every draft and your customers, so brand names, claims and discounts are checked before anything goes out.
- Each proposal shows the data and reasoning behind it
- Your brand and compliance rules apply to every draft
- A person on your team approves each change
- Finsi does not change ad spend unattended
Agents Ask Before They Act
Approved Actions Run Through Finsi
With a record, inside the access you set
Once approved, the action runs through Finsi, not around it, so the approval and the record always exist. You decide per agent and per brand what it may read, propose and run, and you revoke access in one place.
- Every approved action logged: what ran, who approved it and when
- Access set per agent and per brand
- Revoke an agent's access in one place
- Agents, prompts and history belong to the company, not one laptop
Approved Actions Run Through Finsi
What Agents Work On
The areas agents on Finsi cover, each under the same three rules
Frequently Asked Questions
1. What does Finsi actually do for my team?
It takes the manual, spreadsheet-heavy work off your team. Instead of someone exporting Shopify, ads and Klaviyo and reconciling them once a month, agents on Finsi do that work every day and bring your team specific proposals. Your people spend their time deciding, not compiling.
2. What data sources does Finsi integrate with?
Finsi integrates with 50+ platforms including Shopify, Recharge, Skio, Klaviyo, Omnisend, Meta Ads, Google Ads, Zendesk, Gorgias, Stripe, Chargebee, and many more. The data lands in one warehouse with one set of metric definitions, so every agent reads the same numbers.
3. How do I know the agents are not making up numbers?
Agents on Finsi read from a semantic layer: one set of definitions for revenue, margin, new customer and the rest, calculated once across every source. A general-purpose chatbot recalculates, or guesses. Agents on Finsi read the same verified numbers your reports use.
4. Will an agent change anything without my approval?
No. Every agent on Finsi follows the same three rules: it asks before it acts, it leaves a record, and it stays inside the access you give it. A person on your team approves each change before it reaches Klaviyo, Meta or Google, and Finsi does not change ad spend unattended.
5. Can I use my own AI agents?
Yes. Connect Claude, ChatGPT, Codex, Grok and others over MCP or API, or start with the agents in the Finsi Agent Library. Your own agents follow the same three rules as ours.
6. Is my data secure and isolated?
Yes. Finsi uses a multi-tenant architecture where each company's data is stored in completely isolated database schemas. All API credentials are encrypted, access is granted per agent and per brand, and every action is recorded. Your data is never shared between companies.
Bring us your top three bottlenecks
Tell us where your team loses the most time. We will show you which of those agents can take on, under your rules.