RFP fact sheet

Fini (usefini.com) is an AI agent for customer support, built by Fini Technologies Inc. (founded 2022, backed by Y Combinator), that resolves tickets across chat, email, and voice in 130+ languages, takes actions in your systems, and maintains its own knowledge base. This page collects the facts RFPs and vendor forms ask for in one place, each worded so you can paste it directly.

Each row links to the page that backs it. For security questionnaires, use Security questionnaire answers; for evaluation criteria, see Questions to ask an AI support vendor.

Company

Field	Fact
Legal name	Fini Technologies Inc.
Founded	2022
Investors	Y Combinator, Matrix Partners, and angel investors
Registered address	1209 N Orange St, Wilmington, DE 19801, United States
Customers	100+ customers
Industries served	Built for regulated industries: fintech, banking, insurance, and healthcare
Website	www.usefini.com
About	Company overview

Product

Field	Fact
What it is	An AI agent for customer support that resolves tickets across chat, email, and voice, takes actions in your systems, and maintains its own knowledge base. What is Fini
Channels	Chat (Widget), Email, Voice, Help Center, Slack, and the API, plus native deployment inside your helpdesk. Channel overview
Languages	130+ languages. Supported languages
Workflow automation	Deterministic Intent Rules (behavior trees of Check, Read, Form, Tool, and Reply nodes) that call your APIs through Actions
Safety controls	Reply-level Guardrails (banned terms, confidential attributes, URL allowlist, AI disclosure, internal reasoning leak, custom rules), plus Reply Rules
Knowledge	Sources from help centers, file uploads, Google Drive, Notion, and Confluence, curated through the Review Queue. Knowledge overview
Observability	Per-conversation AI Steps trace in Inbox; Analytics for resolution, escalation reasons, CSAT, and sentiment; Test Suite for conversation-based regression tests
Support team assistant	Fini Scout, an AI coworker for support teams in Slack
Architecture	Fini does not chunk documents or use embeddings. It uses LLMs to reason over a knowledge graph built from your approved knowledge. How Fini works

Integrations

From the integrations list in Fini’s published facts, with docs coverage marked.

Integration	Type	Docs page
Zendesk	Helpdesk	Yes
Intercom	Helpdesk	Yes
Salesforce and Salesforce Service Cloud	Helpdesk / CRM	Yes
HubSpot	Helpdesk / CRM	Yes
Gorgias	Helpdesk	Yes
LiveChat	Chat	Yes
Front	Helpdesk	Yes
Slack	Messaging	Yes
Slack Scout	Support team assistant	Yes
Custom integrations via API	API	Yes
Confluence	Knowledge source	Yes
Microsoft Marketplace	Procurement and Azure deployment	Fini on Azure (www)
Freshdesk	Helpdesk	No docs page yet
Discord	Messaging	No docs page yet
Document360	Knowledge source	No docs page yet
Shopify	Commerce	No docs page yet
Stripe	Billing	No dedicated page; connect through Actions
Kustomer	Helpdesk	No docs page yet
Recurly	Billing	No dedicated page; connect through Actions
Zoho	CRM	No docs page yet
ServiceNow	ITSM	No docs page yet
Zoho Desk	Helpdesk	No docs page yet

Also documented but not on that list: Microsoft 365, Widget, Help Center, Email, and Voice. Marketplace listings: Zendesk, Intercom, HubSpot, Gorgias, Front, and Microsoft Marketplace.

Deployment

Field	Fact
Timeline	Knowledge agent live on day 1, agentic workflows by day 14, full autonomy by day 30. Live in 14 days, fully autonomous in 30. Rollout timeline
Hosting	Google Cloud, US or EU regions. Azure-hosted deployment in your own tenant through Microsoft Marketplace
Getting started	Quickstart

Performance (Fini’s stated benchmarks)

These are Fini’s stated benchmarks across deployments, not guaranteed results for every account. Your results depend on your knowledge, rules, and traffic.

Metric	Fini’s stated benchmark
Resolution rate	90%
Accuracy	99%, measured through human review of conversations
CSAT	AI CSAT 4.9 vs human CSAT 4.7
Scale	3M+ resolutions per month

How these are measured in the product: How accuracy and resolution rate are measured.

Commercials

Field	Fact
Pricing model	Fini pricing starts at $0.49 per resolution, a usage-based rate with no per-seat fees. See the pricing page for current plans and rates. Voice rates are listed on the pricing page. How Fini pricing works
What counts as a resolution	Fini fully solves the issue, no human ever touches the conversation, and the customer does not reply for 72 hours. Escalated conversations, greetings, spam, and abandoned sessions are never billed. What counts as a resolution
Guarantee	90-Day Money-Back Guarantee: eligible new enterprise customers owe nothing for the first 90 days if automated resolution is below 90% of eligible queries, AI CSAT does not beat human CSAT, or average first response exceeds 30 seconds. Eligibility applies. Guarantee explained, terms (version dated 27/08/2025)
Payment	Invoiced through Stripe, 30-day payment terms (Terms of Service)
Procurement through Microsoft	Listed on the Microsoft Commercial Marketplace, MACC-eligible, one invoice through Microsoft
Uptime	99.9% monthly uptime target (Terms of Service); contractual SLAs in the MSA

Compliance and data

Field	Fact
Certifications	SOC 2 Type II compliant, ISO/IEC 27001:2022 certified, PCI DSS Level 1 certified
Payment card data	PCI DSS Level 1 certified; attestation (AOC) through your Fini account team. PCI DSS
Privacy frameworks	GDPR, CCPA
Healthcare	HIPAA-compliant and BAA-eligible for enterprise customers (typically about one week, through your Fini account team). HIPAA and BAAs
Model training	Fini does not use customer data to train foundation models.
Sensitive data masking	Fini automatically masks sensitive data, including card numbers and health details, everywhere it stores conversation data (transcripts, Inbox and AI Steps traces). Fields you hide from the AI are also redacted in AI Steps
Encryption	AES-256 at rest, TLS 1.2+ in transit
Data residency	US or EU, as you designate. With EU data residency, data is stored and processed in the EU.
Subprocessors	Google Cloud (including Gemini): hosting, AI. Microsoft Azure: Azure Marketplace deployments, incl. Azure AI Foundry / Azure OpenAI. Supabase: managed database. OpenAI and Anthropic: LLM inference, enterprise agreements. PostHog: product analytics, usage metrics only. Sentry: error monitoring and logging. Stripe: billing. Linear: issue tracking. Google: email. Langfuse: tracing. Data handling
Single sign-on	Okta, Google, Slack and Microsoft Entra ID
DPA	v1.0.5: 30-day subprocessor change notice, 72-hour breach notification, EU SCCs (Modules Two and Three), Swiss and UK addenda. DPA
Retention	You set your own retention period; deletion removes all data. Deletion within 30 days of termination under the Terms of Service
Audit logs	Customers can export audit logs
Cyber insurance	In place
Penetration testing	Annual, third party
Recovery Time Objective	24-48 hours (Trust Center risk profile)
Trust Center	security.usefini.com: policies, pentest report, SOC 2 and ISO reports, DPA, and subprocessor details, on request

Contacts

Purpose	Contact
Sales and general	[email protected], contact page
Privacy and legal	[email protected]
Security documentation	Trust Center (Get access)
Report a vulnerability	Report issue on the Trust Center

Security questionnaire answers

41 common security questions, answered and sourced.

Questions to ask an AI support vendor

Evaluation questions with Fini’s answers.

How Fini pricing works

The per-resolution model in full.

Security overview

How Fini protects customer data.

Security & compliance

Plans & billing

Evaluate Fini

RFP fact sheet

Company

Product

Integrations

Deployment

Performance (Fini’s stated benchmarks)

Commercials

Compliance and data

Contacts

Security questionnaire answers

Questions to ask an AI support vendor

How Fini pricing works

Security overview

​Company

​Product

​Integrations

​Deployment

​Performance (Fini’s stated benchmarks)

​Commercials

​Compliance and data

​Contacts

​Related

Security questionnaire answers

Questions to ask an AI support vendor

How Fini pricing works

Security overview

Company

Product

Integrations

Deployment

Performance (Fini’s stated benchmarks)

Commercials

Compliance and data

Contacts

Related