Portfolio reporting
Multi-client dashboards, alerts and health indicators.
Now generally available
AI-native financial intelligence
Connect accounting, CRM, marketing and document data. Generate CFO-grade reporting, variance analysis, scenario planning and client-ready narratives from one AI-native finance platform.
Built by Mike Wang, CFA, a fractional CFO who uses DMW FinTel to serve his own clients daily.
dmwtechnologies.com is an official domain of DMW FinTel, used for email by DMW Technologies LLC. The product website is dmwfintel.ai.
Official DMW FinTel domainOverview
Multi-client dashboards, alerts and health indicators.
Narratives and waterfall explanations from actuals.
Hiring, churn, pricing, debt and cash decisions modeled fast.
Plans from $299/mo · 30-day trial. Current plans and what each includes are at dmwfintel.ai/pricing.
Each client’s data is isolated with role-based access controls, and every action is recorded in a full audit log. SOC 2 Type I certification is in preparation, targeting Q4 2026.
QuickBooks Online, Zoho CRM, Triple Whale and CSV or Excel files today, with more integrations on the way.
Features, pricing, security and the live demo are on the product website.