Citation-grade AI for financial analysis

Financial AI that shows its work.

Turn financial data into analysis and reporting you can defend. Every reported figure stays connected to the source workbook and cell behind it.

Built for CFOs, controllers, and finance teams — and the consulting and advisory firms they already trust.
app.finbiosis.com / whitfield / Q1 2026 strategic review
PREPARED FOR · Sandra Whitfield

Automotive group — Q1 2026 strategic review

9 locations · TN, GA · Jan – Mar 2026
Revenue
$14.21M
+6.3% YoY
GP margin
49.2%
−110 bps
NOI margin
8.3%
−230 bps
Consolidated NOI · 8 quarters
$M
Source
Summary!E33
Q1-2026 Consolidated.xlsx
Source reference
Summary · E33
Cell-levelprovenance on every reported figure, from source workbook to analysis.
Read-onlyon connected sources. Your books stay your books.
Structured mathfor the figures, with AI focused on explanation and narrative.
Client-readyworkspaces that keep advisory engagements and their evidence distinct.
How it works

Sources, reports, and an agent that knows them both.

FINbiosis is built around three surfaces — kept distinct so each can be done well, and stitched together so the audit trail is never broken.

01 / SOURCES

Bring the record together

Organize the workbooks and financial records behind an engagement. FINbiosis keeps the source context intact, so the analysis never becomes detached from the evidence.

Source context preserved during analysis
Clear lineage from report to workbook
Per-source read-only by default
02 / REPORTS

Compose the deliverable

Turn analysis into quarterly reviews, monthly close packages, board reporting, and cash runway updates. Draft, review, and refine the deliverable without breaking its connection to the source.

Reusable reporting workflows
Reviewable drafts and versions
Built around real finance deliverables
03 / AGENT

Ask and cite

Ask questions across your financial sources in plain language. Structured tools handle the calculations; the agent drafts the explanation and cites the source cells it relied on.

Citations linked to source cells
Insert agent output into reports in place
Tool timeline — see what the agent actually read
Citation-grade by design

An open book by default.

In a FINbiosis report, every figure stays connected to its source. Select a number to see the workbook and cell behind it. The evidence is part of the document, not a separate trail to reconstruct.

When a reviewer questions a figure, its citation provides a direct path back to the supporting workbook and cell—without hunting through files to reconstruct the evidence.

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excerpt · Q1 2026 strategic review · Analysis §3

Q1 closed with consolidated revenue of $14.21M, up 6.3% year over year, but operating income compressed to $1.18M — a 230 bp margin contraction driven almost entirely by two locations.

Excluding Bremen and Cookeville, the network would have posted an 11.4%PDF sourcep. 12Core network NOI margin11.4%FY25 Operating Review.pdf NOI margin, in line with the three-year average. The headline number understates the strength of the core.

Source
Summary!E33
Q1-2026 Consolidated.xlsx
Source reference
Summary · E33
Designed for real finance work

Less time reconstructing. More time deciding.

Bring repeatable financial analysis into a workspace built around evidence, review, and defensible reporting.

01

Projects, not folders

Group sources, reports, and agent threads under a project. One client, one engagement, one fund — whichever maps to your work.

02

Reusable reporting

Build repeatable close packages, variance reviews, and board reporting without reconstructing the analysis each time.

03

Built for review

Move from working analysis to a reviewable deliverable while keeping the supporting evidence within reach.

04

Distinct client workspaces

Consulting and advisory firms can keep each client engagement and its financial sources clearly separated.

05

Read-only by default

Connected sources are read-only. FINbiosis never writes back to your books unless you explicitly grant it.

06

The engine does the math

Structured financial tools calculate the figures. AI explains the result instead of inventing the arithmetic.

See what defensible financial AI looks like with your data.

See how provenance works