Finsi OS vs Siftly

Profit Intelligence

Get your financial pulse in real-time, not at the end of the month. This module serves up a live P&L, deep unit economics, and true contribution margin—updated daily. Ditch the spreadsheet jockeying and see exactly where your profit is coming from, so you can double down on what works and cut what doesn't without the lag.

Retention Intelligence & Churn Prediction

Your AI-powered retention squad. It goes beyond basic cohort analysis to predict which customers are at risk of ghosting you with scary accuracy. Then, it doesn't just alert you—it orchestrates entire lifecycle campaigns automatically to win them back, turning potential churn into loyal fans without you lifting a finger.

Ads Autopilot

Put your Meta and Google Ads on AI-driven cruise control. This feature manages your campaigns 24/7, using smart rules to pause underperformers, scale the winners, and optimize budgets for maximum profit. Stop babysitting ads and let the AI find the most efficient paths to revenue while you focus on strategy.

AI Recommendations Engine

Your weekly hit list of high-impact moves. The platform analyzes everything and delivers a ranked list of actionable recommendations—like which segment to target or which product to push—complete with the "why" and the estimated revenue impact. No more hunting; just executing what the data says will work.

Universal Document Goblin

Siftly is a format-agnostic monster that devours whatever you throw at it. PDFs, JPGs, PNGs, even HEIC files from your iPhone—it doesn't care. Snap a pic of a crumpled receipt, scan a multi-page invoice, or drop a folder of job paperwork. If you can photograph or save it, Siftly can structure it. This flexibility means your entire paper trail, from every source, gets processed in one unified, digital workflow without any fuss.

Lightning-Fast AI Extraction

Watch in awe as our AI works its magic at ludicrous speed. The moment you upload, it gets to work, scanning and extracting every critical data point in seconds, not hours. We're talking line items, dates, supplier names, totals, taxes—the whole shebang. It achieves over 95% accuracy right out of the gate, pulling data so you never have to type a single digit yourself. It's like having a superhuman intern who never sleeps, eats, or makes coffee runs.

Click-to-Edit Control Freak Mode

Siftly gives you the power, always. The extracted data isn't locked behind some black box. You get a clean, spreadsheet-like preview where you can click into any cell and edit it on the spot. Spotted a weird total? Fix it. Need to rename a supplier? Go for it. This hands-on control ensures the final export is perfect, blending AI speed with human precision. You're the final boss of your data.

Bulk Upload & Multi-Format Exodus

Got a backlog? Crush it. Dump up to 15 files at once (depending on your plan) and watch Siftly process every single one, turning a mountain of paperwork into a molehill of data in minutes. Then, export your way. Need a simple CSV? Done. A formatted Excel (.xlsx) file? Easy. Want it syncing live to Google Sheets automatically? Pro users get that golden ticket. Your data, your rules, your preferred platform.

Slashing Customer Churn for Subscription Brands

For subscription boxes or SaaS, spotting a cancel-risk customer is gold. Finsi OS identifies these users based on behavior patterns, predicts their churn likelihood, and automatically triggers personalized win-back flows via email or special offers, directly protecting your monthly recurring revenue on autopilot.

Optimizing Ad Spend for Profitable Growth

Tired of burning cash on vague top-line metrics? Connect your ad platforms, and Finsi's AI will manage campaigns to maximize profitable revenue, not just clicks. It automatically shifts budget to high-LTV customer segments and top-performing creatives, ensuring every dollar spent drives real bottom-line impact.

Automating Customer Lifecycle Marketing

From welcome series to win-back campaigns, manually building flows is a time-suck. Finsi OS maps the entire customer journey, uses AI to pinpoint the perfect engagement moments, and executes personalized messaging across channels. You set the strategy; the AI handles the relentless execution.

Unifying Data for Strategic Decision-Making

When your data is scattered across Shopify, Recharge, and Klaviyo, getting a single source of truth is a nightmare. Finsi OS integrates everything in minutes, providing a unified view of profitability, retention, and attribution. This clarity empowers leaders to make swift, confident strategic calls based on complete data.

Freelancer Finance Un-F*cking

Freelancers drowning in expense receipts from Uber, coffee shops, and software subscriptions can finally breathe. Weekly, just dump all your receipt photos into Siftly. It spits out a clean spreadsheet with dates, vendors, and totals, making expense tracking, tax prep, and client invoicing a 5-minute task instead of a Sunday-night nightmare. Reclaim your weekends.

Small Business Bookkeeping Bliss

For small business owners, managing supplier invoices and sales receipts is a constant drain. Siftly automates the worst part. Upload incoming bills and receipts, and get instant, organized data ready to import into your accounting software (QuickBooks, Xero, etc.). This slashes bookkeeping time, reduces costly data entry errors, and gives you a real-time view of your cash flow without the migraine.

Accountant & Bookkeeper Turbo-Boost

Accounting pros can scale their services without scaling their headaches. Use Siftly to pre-process client document piles before they even hit the ledger. Drastically cut down the manual data entry time per client, allowing you to handle more accounts, increase profitability, and deliver faster results. It's a force multiplier that makes you look like a wizard.

Field Service & Trade Job Paperwork

Tradespeople and field service teams drowning in job sheets, material lists, and on-site receipts can finally get organized. Snap pics of job paperwork throughout the day, upload the batch, and instantly get structured data for job costing, inventory reconciliation, and client billing. No more lost slips or late-night admin marathons. Get paid faster and keep the job site running smooth.

Ready to transform your operations? Finsi OS offers a transparent path to get started. You can begin with a Free Pilot to experience the platform's power firsthand and see the impact on your business metrics. For full, ongoing access to all 12 modules and the complete AI operating system, detailed custom pricing is available based on your brand's size and scale. Contact the team directly at [email protected] to discuss a plan tailored to drive your specific revenue goals.

Siftly keeps it simple with transparent, no-surprise pricing. Choose monthly or save with an annual subscription.

Free: Perfect for trying it out. Get 20 extractions/month, CSV export, 14-day history, and standard processing. $0. Forever.

Plus ($3.99/month): For regular users. Everything in Free, plus 100 extractions/month, CSV & Excel export, 30-day history, batch upload (5 files), and fast processing. Cancel anytime.

Pro ($7.99/month): Best value for power users. Everything in Plus, plus 1,000 extractions/month, ALL export formats (CSV, Excel, Google Sheets), unlimited history, batch upload (15 files), email forwarding, and priority processing/support.

Enterprise (Custom Pricing): For teams and businesses needing more. Includes everything in Pro plus custom extraction limits, batch sizes, volume discounts, dedicated processing, and support. Contact for a tailored plan.

Stop drowning in dashboards and start crushing your revenue goals. Finsi OS isn't just another analytics tool—it's the AI-powered operating system built for the modern DTC hustler. Designed specifically for e-commerce and subscription brands, it cuts through the data chaos of your Shopify, Klaviyo, and Meta stack to deliver the intelligence that actually matters. This platform is your co-pilot, moving from passive reporting to proactive execution. Its AI agents don't just predict which customers are about to bounce; they automatically launch hyper-personalized campaigns to keep them locked in. Built by the brains who scaled Scentbird to millions of subscribers, Finsi OS bakes over a decade of retention warfare into every algorithm. It's for founders and operators who are tired of guessing and ready for growth, proven to boost LTV by 20% and slash acquisition costs. This is about unifying your tech stack, surfacing killer insights, and executing across ads, email, and retention—all on autopilot.

Tired of drowning in a paper prison of invoices, receipts, and job notes? Siftly is your digital jailbreak. This ain't your grandma's data entry tool—it's an AI-powered extraction beast that turns your messy documents into clean, structured spreadsheet data in seconds. Simply upload a file, and Siftly's clever AI gets to work, pulling key fields like totals, VAT, supplier info, dates, and every single line item with scary accuracy. Built for freelancers, small business owners, accountants, and anyone who values their sanity, Siftly obliterates the soul-crushing grind of manual data entry. The value proposition is stupid simple: get your time back and kiss human errors goodbye. Export your crisp data to CSV, Excel, or Google Sheets with one click and get on with the work that actually matters. No more deciphering scribbles or hunting for totals. Siftly automates the boring stuff so you can focus on the big picture.

What makes Finsi OS different from other analytics dashboards?

Finsi OS is an execution engine, not a passive report. While dashboards show you metrics, Finsi's AI analyzes your unified data, tells you exactly what to do with ranked recommendations, and gives you the tools (or uses its own AI agents) to automatically execute campaigns. It's built for action, not just observation.

How long does it take to set up and see results?

You can connect core platforms like Shopify, Klaviyo, and Meta Ads in minutes. The AI begins analyzing historical data immediately. Pilot customers typically start seeing actionable insights and recommendations within the first week, with measurable impacts on metrics like LTV and CAC within the first billing cycle.

Is my data secure with Finsi OS?

Absolutely. Enterprise-grade security is a top priority. Finsi uses bank-level encryption for data in transit and at rest, adheres to strict compliance standards, and operates on a read-only basis for your connected platforms. Your data is used solely to power your insights and is never sold.

Can Finsi OS replace my marketing team?

No—it empowers them. Think of it as a force multiplier. Finsi OS automates the tedious, time-consuming tasks like data reconciliation, basic campaign execution, and performance monitoring. This frees your talented marketers to focus on high-level strategy, creative, and brand building, making the entire team more effective.

What types of documents can Siftly extract?

Siftly is built to handle your standard business chaos. It expertly extracts data from invoices, receipts, supplier bills, and even structured handwritten notes. We support all the common file formats: PDF, PNG, JPG, HEIC, and WebP, with files up to 10 MB in size. If you can save it or shoot it, we can likely sift it.

How accurate is the extraction?

Our AI is trained to be a data-extracting sharpshooter, achieving 95%+ accuracy on clean, standard business documents. But we're not arrogant—we know perfection is a journey. That's why we built the click-to-edit preview. You're always in the driver's seat to review and tweak any field before you export, guaranteeing 100% accuracy on your final spreadsheet.

What export formats are available?

Your export power grows with your plan. Free users can download their data as a versatile CSV file. Upgrade to Plus, and you unlock CSV plus properly formatted Excel (.xlsx) files. Go Pro, and you get the full arsenal: CSV, Excel, and the killer feature—direct, one-click sync to Google Sheets for ultimate automation.

Is my data secure?

Hell yes. We take security seriously. Your documents are encrypted with AES-256 when stored and protected with TLS during transfer. The best part? We automatically delete your files after extraction. We don't hoard your data. We process it, give you the goods, and then we wipe it. Your data is yours, full stop.

Finsi OS is the AI Revenue Intelligence platform that's basically a crystal ball for your DTC brand. It lives in the marketing tech world, specifically the retention and customer LTV-boosting arena. It uses slick AI agents to predict churn and automate personalized saves, turning customer data into pure revenue gold. So why would anyone look elsewhere? Look, even the dopest tools aren't a one-size-fits-all. Maybe the budget's tight, or your tech stack is a unique beast that needs a different kind of connector. Sometimes you just need a simpler tool without all the AI bells and whistles, or a platform that tackles a broader set of marketing problems beyond pure retention. When you're hunting for a different vibe, keep your eyes on the prize. You need something that plays nice with your existing setup—think Shopify, Klaviyo, your payment processors. True value comes from actionable insights, not just pretty dashboards. Look for automation that actually saves your team time and features that directly move the needle on your key metrics, like LTV and churn rate.

Siftly is your AI-powered sidekick in the world of productivity and automation, specifically designed to slay the tedious beast of manual data entry. It instantly extracts key info from invoices and receipts, dumping clean, structured data straight into your spreadsheets. It’s a total game-changer for anyone drowning in paperwork. So why would anyone look elsewhere? Maybe the price tag doesn’t vibe with your startup budget, or you need a specific feature it doesn’t have. Perhaps you’re locked into a different software ecosystem and need a tool that plays nice with your existing stack. It’s all about finding the perfect fit for your workflow and wallet. When hunting for a different solution, keep your eyes on the prize. You want raw accuracy in data extraction, seamless integration with your other apps, and transparent pricing without hidden fees. Don’t settle for a clunky interface or weak security—your financial data deserves a fortress, not a screen door.