FinnSage

FinnSage is a modern AI-powered accounting workflow automation platform designed specifically for CPAs and accounting firms. From client onboarding to QuickBooks automation, FinnSage helps eliminate repetitive tasks, streamline firm operations, and enable your team to focus on high-value services.

With a user-friendly interface and seamless task orchestration, the platform ensures your entire teamβ€”from admin staff to partnersβ€”can operate with speed, accuracy, and clarity.

πŸ”΅ Onboarding

🟒 Operations

🟑 QuickBooks Automation