Business tools

Finn isn't only about compliance. She helps you run the business.

• Sales pipeline: track deals from first conversation to won, with notes, quotes and contracts on each one
• Meeting notes into the pipeline: notes from Granola and Notion land on the right deal or client
• Sales forecast from your pipeline
• Emails written for you: outreach, chasers and replies
• Proposals and contracts, drafted and sent
• Projects, with profit and loss for each one
• Goals, tracked against your actual numbers
• Tasks and reminders
• Fundraising: a readiness check, a pitch builder and the SEIS/EIS pack
• Calculators: break-even, hourly rate and the real cost of a meeting
• Company due diligence on any UK company before you work with them