Finteli

Finteli is a web platform for professional service firms to automate document-heavy work with AI. Firms manage clients and files, configure AI agents, run jobs through a visual workflow, and review outputs before approval.

What it does

Finteli is a web-based platform for professional service firms — built with accountancy practices in mind — that want to use AI to speed up repetitive, document-heavy work without losing control or oversight.

Each firm gets its own private workspace. Team members can:

• Manage clients — keep client details, contacts, and uploaded files in one place
• Set up AI agents — configure assistants for different kinds of work
• Run jobs — hand work to an agent, track it on a visual board, and review the output before signing off
• Stay organised — connect calendars and manage deadlines
• Subscribe and pay — handle billing through the platform

The important idea is human-in-the-loop: AI does the heavy lifting, but a qualified person reviews and approves results before anything is treated as final. It is a workflow tool, not an unsupervised chatbot.

Tech stack

• Language TypeScript
• Frontend React, Vite
• Backend Node.js, Express
• Database PostgreSQL (Supabase)
• Storage Supabase Storage
• Auth Clerk
• AI Anthropic
• Payments Stripe
• Dev Docker, GitHub Actions
• Marketing Static HTML & CSS

Where it runs

• Web app Vercel
• API Railway (Docker)
• Data Supabase
• Auth Clerk

Details

• Type B2B web application
• Domain Professional services / workflow automation
• Role Developer