AegisOS for Finance
FinFlow
Practice management built for financial advisory and accounting firms that need structured client and workflow management.
Looking for AI-assisted analysis instead of back-office operations? See FinanceAI, a separate, also-unreleased concept.
What FinFlow Includes
Client & Engagement Management
Track clients, engagements, and deliverables in one organized workspace.
Secure Document Exchange
Share and collect financial documents through a secure client portal.
Workflow & Reporting
Configurable workflows and reporting built around financial services operations.