Now available for all institutions

Stop transcribing.
Start reporting.

Fintravo transforms raw accounting data into polished, presentation-ready financial statement packages — automatically. Upload your data, choose a template, and deliver board-ready reports in minutes, not weeks.

85%
Less time on report prep
14+
Curated templates
3
Institutional verticals
The Problem

Your accounting software exports data.
It doesn't deliver insight.

Every reporting cycle, finance teams burn weeks transcribing trial balances into board decks, manually formatting statements, and patching together MD&A narratives. Fintravo automates the entire pipeline.

Weeks Lost to Formatting

Finance teams spend 60–70% of close cycles on non-value-added transcription — copying numbers between systems instead of analyzing them.

Error-Prone Manual Process

Each manual touchpoint between accounting software, spreadsheets, and final documents is a chance for misstatement and rework.

Disconnected Workflows

Accounting software, spreadsheets, word processors, and email — fragmented tools that bury the story your numbers tell.

The Solution

One platform from trial balance to board package

Connect your accounting software, map your data to one of our institutional templates, and generate a complete reporting package — financial statements, MD&A, diagnostics, and all.

01

Connect Your Accounting Data

Sync directly with your existing accounting platform via secure API, or upload a trial balance manually. Fintravo handles the chart of accounts mapping, classification, and validation automatically.

  • QuickBooks Online, Sage Intacct, Xero, NetSuite
  • Microsoft Dynamics 365 & Tyler Technologies
  • Manual CSV / Excel upload supported

Data Connections

6 Integrations
QuickBooks
Connected
Sage Intacct
Connected
Xero
Available
Tyler Technologies
Available
02

Choose Your Reporting Format

Pick from 14+ pre-built templates spanning corporate, governmental, and non-profit verticals. Each template enforces institutional standards and produces presentation-ready output.

  • SEC 10-K, Private GAAP, IFRS Annual
  • ACFR, GASB Single Audit, State Budget
  • Form 990, Donor Impact, Grant Compliance

Template Catalog

14 Templates
SEC 10-K Annual
Corporate
ACFR Package
Government
Form 990
Non-Profit
Private GAAP
Corporate
03

AI-Powered Diagnostics & MD&A

Fintravo's AI analyzes your statements, generates a draft MD&A in your chosen tone, scores your financial health, and surfaces actionable findings before your board ever sees the report.

  • Auto-generated MD&A with tone controls
  • Financial Health Score with 12+ diagnostics
  • One-click distribution to board

Diagnostics & Insights

AI-Powered
82/100
Financial Health: Strong
  • Current ratio above industry benchmark
  • Revenue growth exceeds forecast
  • A/R days increasing — monitor collections
  • Debt covenant headroom narrowing
Built for Every Institution

One platform. Every vertical.

Corporate

Public and private companies generating SEC filings, GAAP-compliant annual reports, and IFRS packages.

SEC 10-KPrivate GAAPIFRS Annual

Governmental

State, county, and municipal entities producing GASB-compliant ACFRs and single audit packages.

ACFRSingle AuditState Budget

Non-Profit

Tax-exempt organizations preparing Form 990 filings, donor impact reports, and grant compliance.

Form 990Donor ImpactGrant Report
See It in Action

Watch Fintravo Work

From raw trial balance to board-ready financial package — see the entire workflow in under two minutes.

Get Started

Ready to reclaim your close cycle?

Join finance leaders who are eliminating manual report formatting and delivering board-ready packages in a fraction of the time.