AI TOOL PROFILE
atina: FP&A Automation for Fractional CFOs
- Finance and Accounting
- Financial Planning
- Fractional CFOs
- FP&A service providers
Pricing
Pricing was not clearly available from the provided evidence. Buyers should confirm current pricing on the vendor website.
At a glance
- Best for
- Fractional CFOs, FP&A service providers
- Key use cases
- Financial Model Updates, Client Reporting, Cash Flow Monitoring, Operational Data Management
- Integrations
- Banks, Accounting software, ERPs, CRMs
- Official website
- Visit atina official website
How AI is used
atina offers an AI-driven platform designed for fractional CFOs. The tool, Lucy, acts as an AI analyst that connects to client financial data sources to support the FP&A process.
It is intended for financial professionals who manage multiple clients and spend time on data entry, model updates, and report drafting. The software is designed to support syncing actuals and refreshing dashboards.
The tool works within a user's existing spreadsheets, so there is no requirement to migrate data to a new system. Atina also provides a managed implementation service to handle the technical setup and integrations.
Buyers should note that the product is currently in an early access phase and is being developed alongside a small group of partner firms.
Key Features
Spreadsheet Integration
Works within existing financial models and spreadsheets to avoid the need for data migration.
Automated Data Sync
Connects to banks, accounting software, ERPs, and CRMs to sync actuals and update models.
AI Report Drafting
Drafts client summaries and reports based on synced financial data.
Financial Alerts
Monitors data to send alerts regarding financial anomalies or cash flow issues.
Isolated Client Context
Maintains dedicated data contexts for each client to prevent data crossover.
Managed Implementation
The Atina team handles the initial setup, process mapping, and integration maintenance.
Use Cases
Financial Model Updates
Updating financial models and refreshing KPI dashboards in real time.
Client Reporting
Drafting weekly or monthly client summaries and financial reports from synced data.
Cash Flow Monitoring
Using alerts to flag drops in cash runway or unexpected supplier payments.
Operational Data Management
Reducing manual work associated with pulling bank exports and reconciling accounting software.
Integrations
- Banks
- Accounting software
- ERPs
- CRMs
FAQ
Do I need to migrate my financial models to use atina?
- No, the platform is designed to work within the spreadsheets and models you have already built.
Who handles the technical setup for atina?
- The Atina team handles the implementation, process mapping, and maintenance of integrations.
Is my client data used to train the AI?
- The provider states that client data is fully isolated and is not used to train AI models.
Source category: Finance & Accounting
Source subcategory: Financial Planning
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