Onboarding

Hi, I'm Finn! 👋

I'm Finn, your personal business assistant, and I'm excited to help you get the most out of your business.

Here's how we'll get you onboarded:

1. Business Profile - Let's confirm some basic details about your business (industry, size, location)
2. Financial Documents - I'll guide you through uploading key financial statements (bank statements, P&L, balance sheets)
3. Business Goals - We'll identify what success looks like for you and your priorities
4. Health Analysis - Once your documents are uploaded, I'll analyze your business health and identify opportunities

The more information you share, the better insights I can provide. All your data remains secure and confidential.

I'll need your business name to get started.