Everything in one place
Emails, documents, customer data and tasks sit in one interface instead of being spread across mailboxes, spreadsheets and separate programs.
Software for your processes
Custom software solutions for complex requirements
finais develops software tailored to the processes, data and systems of your company. Scattered information and manual work steps are brought together in one system.
Industries
- Real estate
- Financial services and insurance
- Wealth management
- Healthcare
- Energy
- Construction and building services
- Tax and legal advisory
- Logistics
- Mechanical and plant engineering
Day to day
What changes for your team
One shared view
Everyone works with the same, current information. Whoever needs to know something finds it in the system.
Less manual work
The system takes over recurring steps. Your team has more time for the work that needs expertise.
The offer
Software tailored to your processes
We develop a dedicated solution for each company, built around its processes, data and existing systems. No off-the-shelf software that has to be bent to fit.
Reading incoming items, checking and transferring data, drafting replies, assigning cases: AI agents handle recurring tasks in the background. Your team works on the cases that need experience.
CRM, document management, customer service and reporting are built as part of your platform, with your fields and your processes. Licences for standard software that only half fits are no longer needed. One login for all staff.
All data lives in one central, well maintained data foundation. Records from existing systems are migrated, cleaned and consolidated, every module works on the same status and every value remains traceable. Development and operation follow the highest security standards and are GDPR compliant.