# Finsi: Do More With the Team You Have. AI Agents for E-commerce, Under Your Rules

> Finsi is a platform for AI agents that work on e-commerce. Agents read one set of verified numbers (Shopify, Klaviyo, Meta, Google and subscription data brought into one data warehouse), follow the brand's rules, and ask a person for approval before they act. Every approved action runs through Finsi and is recorded, and each agent stays inside the access it was given. Finsi does not change ad spend unattended. Brands can connect their own agents (Claude, ChatGPT, Codex, Grok and others) over MCP or API, or start with Finsi's eight agents.

Source: https://www.finsi.ai/  
Canonical page: https://www.finsi.ai/  
Last checked: 2026-11-10

## Your competitors are already running AI agents. Do more with the team you have.
Finsi takes the spreadsheet work and the bottlenecks off your team. Agents work from one set of verified numbers, follow your rules, ask before they act, and leave a record. Use our agents, or connect your own.

[Talk to us](https://www.finsi.ai/demo)

### Example: Misha AI, your store's AI operator (illustration on the page)

Good morning. Acquisition cost on the Pin Club campaign is falling and sits below your target. Want me to prepare a budget increase for your approval?

Done. Nothing has changed yet. The proposal is below and waits for you.

Proposal · PULSE · Meta ads: **Increase the daily budget on Scale up 2026 | Pin Club | Sales**

Why: acquisition cost is improving and the daily budget is below three times the target acquisition cost.

Once approved, it runs through Finsi and is logged.



## The problems agents fix, and the ones they create

We have talked to more than 200 e-commerce teams about AI. These come up in almost every conversation.

### Decisions wait on spreadsheets

Someone exports Shopify, ads and Klaviyo and reports once a month.

**On Finsi:** Agents do that work every day. Your team spends its time deciding.

### AI that makes up numbers

A general-purpose chatbot will happily invent a revenue figure.

**On Finsi:** Agents read one set of definitions, so every number matches.

### AI copy that puts the brand at risk

A misspelled brand name. A health claim you are not allowed to make.

**On Finsi:** Your rules check every draft, and a person approves before it sends.

### Access nobody remembers granting

An ex-employee's agent still had Shopify API keys two months later.

**On Finsi:** Access is granted per agent, recorded, and revoked in one place.


## Agents brands already run, by team

Real examples from e-commerce teams we spoke to in the last two months. Most were built by one person, run on their machine, and answer to nobody else.

### Marketing

- Morning performance update for every brand, from Shopify and all ad channelsDailyClaude Code
- Weekly ad pulse, plus a scan of competitor ads in the Meta Ads LibraryWeeklyClaude Code + MCP
- Fixes Klaviyo flows and builds segments, through connectors she wrote herselfOn requestClaude + MCP


> “We could ask our Claudes the same question and it might pull numbers from different spots.”

Retention marketer, fragrance brand

### Operations

- Compares Shopify prices with Amazon and adjusts them within 10%HourlyClaude Code / Codex
- Checks a retail partner for out-of-stock items and emails their teamHourlyCustom scraper
- NPS digest from the Looker dashboard, with follow-ups in SlackDailyClaude Code + MCP


> “I built an online shopping assistant. I bought a Mac Mini, I got a Claude subscription, I didn't tell anybody.”

E-commerce lead, footwear brand

### Finance

- Key KPIs emailed to the CEO and CFO every morningDailyClaude
- Chases payables: which payments are due and when to escalateRecurringIn-house, Claude Code
- Does the bookkeeping in QuickBooks from a folder of documents and a loginOn requestClaude in the browser


> “I've gotten burned before, so now I make sure that it pressure tests its assumptions.”

Head of growth, tools brand


## Every agent follows your rules

Agents are only useful if you can trust them. Each one works inside the same three rules.

#### Asks before it acts

An agent looks at your data and puts a specific change in front of you, with its reasoning. Nothing changes your money or your customers until someone on your team approves. Finsi does not change ad spend unattended.

#### Leaves a record

Every approved action is logged, so you can see what ran, who approved it and when, for every agent in one place.

#### Stays inside its access

You decide, per agent and per brand, what it may read, what it may propose and what it may run after approval.


## Agents work from one set of numbers

Finsi brings every source into one data warehouse, defines what each number means, and calculates the metrics. That is what agents read from.

#### Your sources

Read-only connections to the tools you already use.

#### Data foundation

**Data warehouse**Every source in one place

**Semantic layer**What each number means

**Metrics calculation**Same definitions for every source

#### Agents read and propose

Finsi agents

EchoPulseMuseScoutBeaconSageRivalAtlas

Your agents, over MCP or API

**Claude****ChatGPT****Codex****Grok**

#### Your rules

**Access controls**Per agent and per brand: read, propose, run

**Approval**A person signs off

#### Execution through Finsi

Approved actions only, written by Finsi.

Record of every proposal, approval and action, for every agent

#### One data warehouse

Finsi brings your Shopify, Klaviyo, Meta, Google and subscription data into one warehouse, so agents are not each reading a different tool.

#### A semantic layer

It defines what each number means, so "revenue" or "new customer" is the same thing for every agent and every report.

#### Metrics calculation

Metrics are calculated once, with the same definitions across every source, and agents read from those instead of recalculating.

## Bring any agent. Decide what it can do.

#### Connect your own agents

Bring Claude, ChatGPT, Codex, Grok and others over MCP or API. They follow the same rules as the agents we ship.

#### Data access controls

Set, per agent and per brand, which data an agent can read and which actions it can propose.

#### Execution through Finsi

An approved action runs through Finsi, not around it, so the approval and the record are always there.

#### Agents working together

Put several agents in a group chat on one question and get one combined proposal back, not five separate ones.


## Don't have agents yet? Start with our eight

Eight Finsi agents are ready today, covering email, ads, creative, profit, search, customer research, competitors and reporting. The Agent Library puts them on one page: turn each on or off. They run under the same rules as any agent you bring.

#### Echo

Email

Builds campaigns and flows in your brand voice and pushes them to Klaviyo.

#### Pulse

Ads

Proposes budget moves between your Meta and Google campaigns. Nothing changes until you approve.

#### Muse

Creative

Reviews your Meta ads, suggests which to keep and which to cut, and writes the next creative brief.

#### Scout

Profit intelligence

Reads your numbers to show where profit comes from and where it leaks.

#### Beacon

Search visibility

Watches how your store shows up in search and recommends fixes.

#### Sage

Customer research

Turns customer feedback and survey answers into findings you can act on.

#### Rival

Competitor watch

Watches competitors' prices, promotions, ads and emails and tells you what changed.

#### Atlas

Lead analyst

Writes your weekly digest and reports, an optional daily brief, and answers questions about your numbers.

## Results from brands using Finsi

Customer outcomes, with the story behind each one.

[MRR more than doubled in 6 months

Read the story](https://www.finsi.ai/case-studies/caffeine-and-legends)

[+150 net new subscribers/mo, CAC down ~45%

Read the story](https://www.finsi.ai/case-studies/vinyl-moon)

[~5× MRR over 11 months

Read the story](https://www.finsi.ai/case-studies/ludas-dumpling)


“The daily digest is the first thing I check in the morning. Three things to know, three things to do — that's how I run the business now.”

**Eugene** - Co-founder, Luda's Dumpling


“It's all the manual accounting work. That's the biggest thing I would delegate. The second thing I would probably try to delegate is creation of reporting. That's still very manual.”

**CFO** - Supplements brand


“We use AI as a tool, but I don't know that we would let AI do things independently. Definitely there need to be oversight.”

**Marketing Director** - Home air-quality retailer

## Frequently Asked Questions

### 1. What does Finsi do?

Finsi takes the manual, spreadsheet-heavy work off your team by giving it to AI agents you can trust. Agents read one set of verified numbers and propose changes, a person approves each one, and every action is recorded.

### 2. Who is Finsi for?

E-commerce founders, CEOs and CFOs who know competitors are moving faster with AI, and whose teams are stuck reconciling spreadsheets before every decision. It suits brands starting with AI and brands whose own agents have already made mistakes they cannot afford.

### 3. Does Finsi replace my team?

No. The point is to let the team you have do more: agents handle the reconciling, reporting and first drafts, and your people make the calls.

### 4. Will the agents change my live ads or flows without my approval?

No. A person approves each change before anything is written to Klaviyo, Meta or Google, and Finsi does not change ad spend unattended.

### 5. Can I use my own AI agents with Finsi?

Yes. You can connect Claude, ChatGPT, Codex, Grok and others over MCP or API. They follow the same approval, access and record-keeping rules as the agents Finsi ships.

### 6. Am I locked into one AI vendor?

No. Finsi works with models from several providers and picks the one that fits each task. If one provider raises prices or falls behind, agents can move to another, and your rules, data and records stay where they are.

### 7. Can I limit what an agent can see and do?

Yes. You set access per agent and per brand: what it may read, what it may propose, and what it may run after approval. Approved actions are executed through Finsi, with a record.

### 8. Do I have to use Finsi's agents?

No. The Agent Library is an easy way to start without building anything. Echo drafts email campaigns and flows in Klaviyo, Pulse proposes Meta and Google budget moves, Muse reviews ads and writes creative briefs, Rival watches competitors, and Atlas, the lead analyst, writes your weekly reports. Turn each one on or off.

### 9. How is this different from a marketing dashboard?

A dashboard charts what happened. Finsi governs what agents do next: they propose the step, a person approves it, and the action is recorded.

### 10. What if I want a human team to run it?

Finsi Growth Agency is our growth team. It plans and executes on top of Finsi OS.

[Read how Finsi works with your AI agents](https://www.finsi.ai/ai-agents).

## Bring us your top three bottlenecks.

Tell us where your team loses the most time. We will show you which of those agents can take on, under your rules.

[Talk to us](https://www.finsi.ai/demo)