One living record
Connect CRM, operations and finance workflows to records that stay current.
Developer Platform
Build on a financial record that stays up to date.
Give your products and AI agents a structured, permissioned view of business and personal finance, with safe controls for every action.
Sandbox access is instant. Live access is reviewed separately.
Useful agents
Let agents read context, prepare changes and complete approved financial work.
Permissioned by design
Company-scoped keys, explicit capabilities, audit trails and safe write boundaries.
Controlled autonomy
Prepare, approve and record.
An agent can understand a company's position, find unpaid invoices, prepare a draft and request approval. Financial IQ preserves the record and the authority behind each action.
Company-scoped access
Idempotent writes
Request IDs for traceability
Webhook delivery and retries
Build your integration on Financial IQ
Tell us what you are building and which capabilities your product or agent needs.
Create a free sandbox account