AI board reporting

finstory

The AI writes the board story. It never writes a number.

Once the books close, finance teams still lose days turning them into a board pack. finstory drafts that story for them: its AI writes the words, every figure comes from the company's own data, and anything the data cannot explain goes to the person who knows.

Spotlight Images: finstory

The opening of finstory's sample board story for Born2Cycle, a fictional demo company: Sales ahead. Profit is not., with September EBITDA of $528K against a $698K budget

0numbers its AI calculates or types; every figure comes from the company's dataCompany-reported, as of Oct 2026 · Source for 0 numbers its AI calculates or types; every figure comes from the company's data
131K+subscribers to AI In Finance, finstory's weekly newsletterShown on Substack, as of Oct 2026 · Source for 131K+ subscribers to AI In Finance, finstory's weekly newsletter
750+finance leaders on the waitlist four months after it openedCompany-reported, as of Sep 2025 · Source for 750+ finance leaders on the waitlist four months after it opened

HQ: Atlanta, US
Founded: 2025
Sector: Financial reporting, FP&A
Website: Visit finstory

Born Capital is an investor in finstory.

The story

Two days of copy and paste

The month is closed and the ledger is final, yet the board pack still takes days of exporting reports, pasting tables into slides and chasing the reasons behind each variance. finstory puts a number on it: two people spending three days a month on assembly comes to 72 working days a year. The first wave of AI writing tools looked like relief. They wrote smooth paragraphs, but nothing tied those paragraphs to the figures in the books, and a single wrong number in front of a board can undo trust in the whole deck. finstory's co-founders, whose careers span finance technology, planning software and customer operations, started the company to close that gap.

One rule for numbers

finstory is built on a single rule. Its AI may set up a report and quote what the report shows, but it never calculates or writes a number. finstory fills in every figure from the company's own data and refuses one typed by hand, and anyone reading the story can tap a figure to see where it comes from. The company opened a waitlist in May 2025 and early access that November, letting finance teams describe a report instead of building it. In July 2026 it connected directly to NetSuite, read-only and with the customer's own sign-in. NetSuite data refreshes on a schedule and on demand, and Excel workbooks cover anything without a connector.

Chapter 02 of the Born2Cycle demo story: September EBITDA bridged from the $698K budget to the $528K actual — From finstory's sample board story for Born2Cycle, its fictional demo retailer: September EBITDA, budget to actual.

Asking, not guessing

A ledger shows what moved, not why. When the data cannot explain a variance, finstory has the AI ask the person who knows, then keeps the answer word for word, with who gave it and when. A switch called Basis shows whether each step of the story rests on data, on a colleague's answer or on an assumption. The public example is Born2Cycle's September 2026 board review, built in finstory for a fictional bicycle retailer that serves as its demo company. It opens with sales ahead of budget and profit behind it. Where two stores fall short, the explanation on the page, that both lost their workshop leads in the spring, carries the team's answer label instead of passing as the AI's guess.

On its own, or in Claude

finstory runs fully on its own: reports, stories and publishing all work inside it. Claude adds the intelligence and automation. Through the finstory connector and an open-source Claude plugin released in September 2026, a finance team can ask how the month went, build reports and draft the board story page by page, and Claude can do only what that person's finstory role allows. When the story is ready, board members read it in finstory once they are invited, on any screen, or take it as a PowerPoint export. Connections are read-only, data is encrypted in transit and at rest on Google Cloud in the United States and never used to train AI, and the controls are built to SOC 2 standards.

Built with design partners

finstory is made for CFOs and FP&A teams at growing and mid-size companies, including private-equity-backed businesses, that report to a board every month. A small group of design partners who present to their own boards each month shapes the product week by week, and by the fall of 2026 the first companies were using it. The company is open about its stage, describing its users so far as early-bird customers plus a small group of design partners, and about its scope: no planning or consolidation, just the story of the plan a company already has. It also publishes AI In Finance, a weekly newsletter that puts AI tools through real finance tasks and counted more than 131,000 subscribers on Substack in October 2026.

Visit finstory.ai

AI at finstory

finstory's AI takes on the copy-and-paste work and the first draft between the close and the board meeting. The finance team keeps the judgment and the conversation with the board.

Sets up reports, from a P&L to a custom view, when the team describes what it needs
Drafts the headline and commentary for every page of the board story
Asks the finance team about variances the data cannot explain, and pins the answer to the figure

The team

The finstory team in finstory T-shirts at a poolside table — The finstory team.

Milestones

2025May
Opens a waitlist and starts AI In Finance, its newsletter for finance leaders.
2025Sep
Goes public with a first version and 750+ finance leaders on the waitlist.
2025Nov
Opens early access, with AI setting up the reports a team describes.
2026Jul
Connects directly to NetSuite, read-only, and invites a few NetSuite finance teams.
2026Sep
Releases its open-source finstory plugin for Claude.
2026Oct
Publishes a 13-chapter sample board story for Born2Cycle, its fictional demo company.