Finnex - UI for AI in Excel

Finnex AI allows you to Chat with AI directly inside Excel for seamless interactions with your data in Excel, Databases, and external Systems like Xero, QuickBooks and more.

Key Features:

• AI Chat in Excel: Ask questions or give instructions in Excel. AI reads, explains, updates, or analyzes your data in real time. Create formulas, generate reports, write macros, and build models — all directly in Excel.
• AI Document Processor: Upload documents like invoices or receipts (PDFs, images, etc.) — Finnex AI will extract, understand, categorize, and convert them into structured data for analysis or direct posting.
• AI Database Assistant: For larger datasets, connect to cloud database and let AI handle queries, analysis, and reporting. No SQL or technical knowledge needed.
• Smart AI Accountant: Automate bookkeeping and accounting tasks — generate invoices, bills, journals, and reports with AI, fully synced with Xero in real-time. (QuickBooks connector coming soon)

Why Finnex?

• ✅ Native Microsoft Excel Add-in
• ✅ Certified and listed on Microsoft AppSource and Xero App Store
• ✅ Secure, enterprise-grade permissions and cloud architecture
• ✅ Featured in Xero’s “New & Noteworthy” – Unique and Innovative

Get Started Today: Download Finnex AI to start using AI in Excel. Visit our website (www.finnex.ai) for more information or contact us at (support@finnex.ai) for support and questions.

Plans:

• Free Trial: Start with 100 FINNEX credits (Trial Video: Watch Here)

• Starter Plan: No subscription needed. Includes 1 workspace for Excel AI, Document Processing, and Database Assistant. Pay-as-you-go credits for usage — ideal for individual Excel gurus and AI adopters.

• Business Plan:Includes everything in Starter, plus: Free Xero Connector, Unlimited Free Team Invites, Shared Credit Wallet across Team, and Additional Workspaces (1 per Xero company). — ideal for accounting firms and SME finance teams. (Free Trial Available)

• Top Up: Purchase credits on demand — as low as $0.005 per credit.

Important Requirements:

• Microsoft 365 versions earlier than 16.0.11629 on Windows 10.
• Microsoft 365 version 16.0.11629 or later without Edge WebView2 (Chromium-based) installed on Windows 10.