What can you do with Fintag?
Fintag is a corporate financial management service that gathers company funds scattered across multiple banks, card issuers, and brokerages into a single screen, and lets you ask an AI for analysis and reports.
What changes for you
Section titled “What changes for you”- No more manual consolidation — Stop logging into multiple bank and card apps every day to copy balances and transactions into Excel. Link your certificate once and everything is collected automatically.
- Automated reporting — One line like “Create this month’s cash report” and the AI produces an HWP document complete with tables and charts.
- Cash flow forecasting — The AI projects future cash flow and automatically flags transactions that deviate from your usual pattern.
- Project-level cost control — Group card and account transactions into a project, track spending against budget, and generate a settlement report on the same screen.
- Maturity and payment date tracking — Deposit maturities and card payment dates are tracked for you, preventing late fees and missed opportunities.
Getting started (5 steps)
Section titled “Getting started (5 steps)”Follow these steps right after signing up, and the AI will immediately understand your company’s assets.
| Step | Action |
|---|---|
| 1 | Log in |
| 2 | Register your digital certificate (on a PC) |
| 3 | Check the collected assets |
| 4 | Upload existing reports and contracts, then train the AI |
| 5 | Ask the AI your first question |
Step 2, registering your digital certificate, matters most. Once it is done, balances, transactions, and maturity dates fill in automatically.
Step 1. Log in
Section titled “Step 1. Log in”Enter the email and password you signed up with, or sign in with your Google account.
- Please sign up with a company email address (your company domain). Personal addresses such as Gmail cannot be used.
- If you sign up with Google for the first time, you will be asked to agree to the terms and enter your company information.
Step 2. Register your digital certificate
Section titled “Step 2. Register your digital certificate”The certificate registration screen appears during the initial tutorial. Certificate linking is available on a desktop PC only. See Linking your digital certificate for the full procedure.
Step 3. Check the collected assets
Section titled “Step 3. Check the collected assets”After linking, open the assets screen to see bank, card, and securities balances and transactions filled in automatically.
Step 4. Train the AI on your documents
Section titled “Step 4. Train the AI on your documents”Upload company documents such as contracts and spreadsheets, then press Start Chatbot Training on the Chatbot Library tab to have the Fintag chatbot learn them.
Step 5. Ask the AI your first question
Section titled “Step 5. Ask the AI your first question”Type anything into the chat box. Answers are generated from your asset data and the documents you uploaded.