Finteligence gives advisory firms a unified intelligence layer — live spend monitoring, multi-portal access control, connector integrations, and AI-generated findings — so advisors spend time on strategy, not spreadsheets.
30–60days
to first insight
$11K/mo
avg. savings identified
100%
white-label ready
Platform capabilities
Continuous AI-powered anomaly detection across all client spend — duplicate charges, subscription creep, vendor drift, and threshold breaches surfaced in real time.
Dedicated portals for Platform Admins, Partner Advisors, CFOs, Clients, and Lenders — each with role-appropriate data, no information leakage.
Native integrations with QuickBooks Online, Xero, and Plaid. OAuth-based, webhook-driven, and credential-gated so data flows without manual exports.
Industry-adjusted KPI benchmarks and financial health scores give advisors a defensible, data-driven basis for every client conversation.
Security & compliance
Every action is logged. Every role is scoped. Every data path is gated. Finteligence is designed for the compliance requirements of financial services — not retrofitted for them.
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