Finance
B2B Saas
Draft. Extract. Deliver. Lindy automates your finance ops.
Lindy is your AI teammate for accounting and finance ops. From valuation memos and client onboarding to cap table analysis and reporting, Lindy handles the time-consuming work so your team can focus on strategic execution.
Manual workflows are costing you time and money.
As client demand and complexity grows, so does operational overhead:
Financial memos and reports take hours to prepare
Cap table and financial data is spread across docs and inboxes
Invoice tracking and collections require manual follow-up
Junior hires require heavy oversight and training
Lindy is your 24/7 fund ops, reporting, and onboarding assistant.
Fund Ops
Draft valuation memos based on fund structure and source data.
Upload your fund docs and cap tables — get a polished memo in seconds.
Document Processing
Extract and standardize data from cap tables and financial statements.
Upload your raw cap table & financial PDFs — get a clean, unified dataset in seconds.
Client Enrich
Automate client onboarding and engagement letters.
Feed in your intake forms — get personalized engagement agreements ready to send.
Billing Processor
Track billable hours and send payment reminders.
Your agent logs hours, generates invoices, and nudges clients automatically.
Lead Researcher
Sync outputs with GDrive, Slack, CRMs, or reporting tools.
Works where you work and connects seamlessly to all your tools.
How it works
No scripts. No dev time. Just real results.
Describe the task
Use simple prompts to build your agent.
Connect your systems
Gmail, Excel, GDrive, DocuSign, CRMs, data rooms.
Let your AI agent run
Your agent gets to work — drafting, parsing, updating, and notifying.
VC CFO
How VC CFO automates valuation memos with Lindy.
"Lindy's AI agents let us focus on serving our clients, not managing spreadsheets and forms.”
Ken Aseme
CEO
Competitive Comparison
Smarter than a no-code stack. Faster than a junior hire.
"This is insane...this is something I’ve never seen actually."
Ben Tossell
Ben's Bites
"You guys need to raise prices... I want a $500/mo plan."
Luis Manrique
Instacart
"We love Lindy. This tool will be useful at our company for many years to come."
John Kountouris
Brilliant Microschools
"That's quite impressive. Props to you guys."
Edwing Ong
AHN Ventures
From the Experts at Lindy.
Lindy is a leading AI startup based in San Francisco, specializing in building intelligent agents for businesses.
Lindy shines in repeatable, detail-oriented workflows—especially ones you don’t have time to scope or staff. We’ll help you identify the highest ROI agents and launch one in under a week.
Finance
Run your firm like it’s twice the size.
Without doubling the team—or your hours.
