01
Connect data
Banks, electronic document exchange, accounting systems and files in a few clicks.
AI accounting for business
Less routine. More control
An AI agent helps keep records, calculate taxes, prepare reporting drafts, remind you about deadlines and suggest next steps - while a person keeps the final review.
Connected
data is collected automatically
AI structured
explained and classified
You reviewed
the decision is ready for action
No cardFull functionalityCancel anytime
AI
Betaearly access
AIdrafts under control
Databank and document data
Supportduring rollout
We integrate with:
MonobankПриват24M.E.DocVchasnoДіяInteractive BrokersПУМБОщадбанкBAS/ERPPaperless
How it works
A controlled workflow from source data to reviewed output.
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Let AI structure it
Classification, validation and document-payment matching.
03
Review and approve
The final control remains with you.
Usage scenarios
Each scenario is a real workflow where AI prepares the draft and you keep control.
Sole proprietor limit control
FinDesk connects to bank data and tracks income from available sources. When annual income reaches 80% of the limit, you get a clear alert with the remaining amount and recommended next steps.
Bank income
Limit check
80% alert
Tax declaration draft
AI loads connected bank statements, matches them with electronic documents and prepares a single-tax declaration draft for review and qualified e-signature.
Bank statements
Draft report
Review + QES
Invoice and act
Choose a counterparty and amount. FinDesk fills party details, prepares an invoice or act, and keeps signing and electronic document exchange in one workspace.
Counterparty
Details from registers
QES + sending
Income book
The system prepares income book entries from bank statements and classifies incoming payments so you can quickly review the records.
Bank import
Classification
Book draft
Tax calendar
A personal calendar shows deadlines for your sole proprietor group, reminds you before due dates and keeps payment amounts and details ready for review.
Your deadlines
Reminders
Amounts due
Bank and accounting reconciliation
FinDesk imports bank and accounting data, matches operations by amount and date, and highlights mismatches for fast review.
Data import
Matching
Mismatch list
Who it is for
All sole proprietor groups, from newly registered businesses to active VAT payers. One cabinet, an AI assistant, no accounting background required.
I run my business without an accountant
I do not want to decode taxes and reports
I am afraid of missing a deadline and getting fined
I want simple records instead of Excel and paper
Sole proprietors, groups 1-2
Small business: freelance, services and trade without VAT.
- Draft declaration for review
- Limit control
- Income ledger for review
Sole proprietors, group 3
Active business with higher turnover and a wider list of registered activities.
- 5% single tax accounting from income
- Unified social contribution calculation
- Quarterly deadline control
VAT-paying sole proprietors
VAT payer workflows: tax invoices and the Unified Register.
- Tax invoice and adjustment registration
- VAT ledger
- Liability calculation
Sole proprietors with several activities
For entrepreneurs with several business activity codes, income types and regular operations.
- Income records by activity
- Business activity prompts
- Tax group control
IT freelance sole proprietors
IT services for foreign clients with currency control.
- Currency control and conversion
- Invoices in English
- NBU exchange rate on receipt date
Newly registered sole proprietors
Just opened a business: FinDesk guides the first steps.
- First 30 days checklist
- Registration action reminders
- AI consultant 24/7
Why this matters
Three advantages your business gets from day one
Resource savings
Less effort, more useful output.
3review steps
1review owner
- Documents are imported as drafts for review
- Month-end closing works as a step-by-step checklist
- Accountants get prompts before approval
Draftinstead of auto-approval
Operational control
Full transparency and faster decision-making.
4control blocks
2approval roles
- Period, documents and tasks stay in one scenario
- VAT and document classification is suggested for review
- Figures are traceable to their source before reporting
Controlbefore report submission
Risk reduction
Fewer fines, mistakes and missed deadlines.
2check types
1manual approval
- AI validates operations before approval
- Sole proprietor limits and deadlines are monitored
- Risk warnings appear before the deadline
Riskshown before action
Security and control
Only your electronic signature can open your cabinet. An accountant works only under a delegation agreement you can see and revoke instantly. AI prepares the work; you sign. Every action is logged for the tax authority.
Your signature onlypayments and declarations
Document workflowaccountant prepares - you sign
Audit logevery action for tax and audit review
Who can do what in your cabinet
If a tax inspection comes, how do I prove my actions?
Every action in the cabinet is recorded: who acted, when, from which device, and what exactly was changed or signed. The log can be exported for a selected period. Letters from the tax authority appear directly in the inspections section, without third-party branding.
If I miss a deadline, will there be a fine?
FinDesk shows a personal tax calendar for your sole proprietor group: unified social contribution, single tax and military levy, with calculated amounts and payment details. Reminders arrive 7, 3 and 1 day before the deadline, and again on the payment day if no action was taken.
Where do my bank data go?
Bank connections or statement imports depend on the integrations available in your plan. FinDesk should not ask for bank-client logins, passwords or one-time codes. Before connecting, check access rights, revocation options and which exact data are transferred.
If I dismiss my accountant, will they keep access?
No. In Team, you can see every active delegation agreement: who signed it, which rights it grants and until which date. Click Revoke and access disappears immediately, without contacting support. The accountant's past actions remain in the log and can be exported.
FAQ
Does AI submit reports automatically?
No. AI helps prepare and check drafts. A responsible person reviews, signs and submits when the work is ready.
Is this only for Ukrainian companies?
The product is designed for businesses and specialists working with Ukrainian accounting, tax and document workflows.
Why is findesk.ai a separate landing?
The English site has its own content and metadata while running in the existing lending container through host-based routing.
Start with controlled AI-assisted accounting
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