For Finance Teams
Making Financials Faster, Every Day
Jyn empowers finance teams to streamline workflows, unify tools, and deliver actionable insights—freeing your team to focus on strategic decision-making while AI handles the repetitive and time-intensive tasks.
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Customers
Trusted by Finance Professionals
Clients say JynAI has simplified AI adoption, streamlined financial workflows, and delivered actionable insights that drive smarter decisions. From compliance to portfolio optimization, JynAI empowers finance teams to transform complex challenges into measurable success.
Streamlining Data and Insights
From Disconnected Data to Smarter Decisions
“The ability to work with both structured and unstructured financial data enables us to unlock deeper insights and deliver more accurate forecasts. Data-driven decision-making is essential for staying ahead in the industry”
Finance teams often face challenges with fragmented data spread across systems. Jyn’s Datahubs and AI tools centralize structured and unstructured financial data, streamlining workflows and enabling real-time insights—so you can make smarter, faster financial decisions.
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Simplifying Complexity
Bringing Clarity to a Fragmented Financial Tech Stack
“Managing disconnected financial systems and workflows has become a challenge, limiting efficiency and slowing down critical decisions”
Fragmented tools and workflows create bottlenecks and inefficiencies. Jyn integrates seamlessly with your tech stack, connecting and orchestrating your CRM, portfolio management, financial planning, and other tools. Unlock the full potential of your existing systems—without the need to add more tools.
Flexible and Scalable AI
Adapts to Your Needs, Grows with Your Organization
“The rapid growth of AI-powered tools has left many finance teams struggling to integrate and scale solutions effectively”
Many AI tools fail to meet the evolving demands of finance teams. Jyn’s modular platform seamlessly integrates with your existing systems—CRM, portfolio management, financial planning tools, and beyond—scaling effortlessly to support growing organizational needs. With Jyn, your AI solution evolves alongside your workflows, staying aligned with your financial goals and strategies.
Building Trust in AI
Safe, Responsible, and Compliant AI
“Fewer than 10% of organizations feel equipped to manage AI tools while ensuring compliance with regulatory frameworks. Concerns over data privacy, security, and governance remain top priorities”
Finance teams often hesitate to adopt AI due to concerns about compliance, privacy, and trust. Jyn’s AI Safeguards ensure ethical practices, explainable outputs, and alignment with regulations—giving you confidence in every decision.
Making AI Accessible
AI That’s Easy to Learn and Use
“Finance teams need intuitive tools to adopt generative AI effectively and sustain its value over the long term”
Integrating AI into financial workflows can seem daunting without the right support. Jyn simplifies the process with its user-friendly design, step-by-step guidance, and interactive features through Skills. Finance teams can quickly harness AI to streamline operations, improve decision-making, and deliver exceptional client outcomes—all without a steep learning curve.
Proving AI’s Value
Clear ROI, Measurable Impact
“Quantifying the value of generative AI is essential—showcasing cost savings and improved financial operations to justify the investment”
Finance teams often face challenges in demonstrating the ROI of AI tools. Jyn delivers measurable outcomes—like streamlined workflows, improved forecasting accuracy, and reduced operational costs. These tangible results make it easier to showcase ROI, gain leadership buy-in, and confidently invest in the future of financial operations.
The promise of artificial intelligence lies in its ability to transform financial management into a more strategic, outcome-driven process—enabling finance professionals to focus on big-picture decisions while the AI manages the details and execution.
Mark Choudhari
Director, National Institute of Applied Artificial Intelligence
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Your First Step to Smarter Financial Solutions
Sign up today to see how Jyn can streamline your financial workflows, deliver actionable insights, and make AI an effortless part of your daily operations. Start transforming your financial processes today.
Seamless Financial Tech Integration
Connecting All Your Essential Tools
Jyn integrates seamlessly with the tools finance teams rely on every day, unifying systems and eliminating silos. By connecting your CRM, portfolio management, financial planning, and analytics tools, Jyn streamlines workflows and enhances efficiency across:
Core Financial Planning Tools
Financial Analysis and Planning
eMoney Advisor, MoneyGuidePro, RightCapital, Moneytree, Advicent NaviPlan, and others
Portfolio Management Systems
Investment and Portfolio Management
Orion Advisor Services, Morningstar Advisor Workstation, Black Diamond Wealth Platform, Addepar, Tamarac, and others
Customer Relationship Management (CRM)
Client Management and Interaction
Redtail CRM, Wealthbox CRM, Salesforce Financial Services Cloud, Junxure, AdvisorEngine CRM, and others
Risk Assessment and Compliance
Risk Management and Compliance
Riskalyze, HiddenLevers, ComplySci, NexJ Systems, Orion Compliance, and others
Declutter Your Stack
One Platform, Endless Possibilities
Stop juggling multiple AI tools, LLM subscriptions, and point solutions for small processes. Jyn connects, integrates, and orchestrates it all—saving you time, money, and effort while letting you do more in one place with one platform.
Customer Reviews
Results That Matter
See how finance teams have streamlined their workflows, improved decision-making, and saved time with Jyn’s AI-powered solutions. These testimonials highlight real outcomes—from unifying tools to delivering actionable insights that drive smarter strategies and measurable success.
“JynAI has streamlined our financial reporting, cutting down processing times and enhancing accuracy across all accounts.”
Chief Financial Officer
Multinational Manufacturing Firm
“Thanks to JynAI, our risk assessment is now more precise and data-driven, greatly improving our strategic decision-making.”
Director of Risk Management
Commercial Bank
“Implementing JynAI in our financial workflows has optimized our budgeting and forecasting, leading to significant cost savings.”
VP of Finance
Healthcare Services Provider
Case Studies, Research, and Insights
Explore the World of AI for Finance
Explore resources, case studies, and expert insights showcasing how finance teams are leveraging Jyn’s platform. From streamlining workflows to delivering real-time analytics, see how AI is transforming financial strategies and driving measurable outcomes.
Get Started With AI
Are You Ready to Make AI Work for You?
Simplify financial workflows with AI solutions that integrate seamlessly, unify tools, and deliver actionable insights. Jyn empowers finance teams to streamline operations, enhance decision-making, and drive measurable results across financial planning and wealth management.
