FintastIQ
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AI automation workflows, embedded in your commercial operations.

Not a new platform your team has to log into. Automations built to run inside your CRM, pricing systems, and sales workflows, trained on your data, and handed over to your team.

Scope a Custom Build →Start With a Diagnostic

Automation Workflows

Built to run inside the systems your team already uses.

💰
Pricing Engine

Deal-specific price recommendations in your CRM

A custom pricing model trained on your transaction history, customer segments, and competitive signals. Surfaces real-time price recommendations and discount guardrails directly inside Salesforce or your CPQ, at the point of deal creation.

Embeds into

Salesforce, HubSpot, CPQ systems

Segment-specific pricing rules and rate card logic
Discount governance with approval routing
Real-time pocket price visibility per deal
Price-volume-mix analysis and scenario modeling
🏛️
Deal Desk Automation

Discount governance without the bottleneck

An automated deal approval workflow that routes exception requests based on margin thresholds, customer tier, and deal size. Eliminates Slack-thread approvals. Ensures every discount decision is logged, reasoned, and defensible.

Embeds into

Salesforce, Slack, email, CRM workflows

Rule-based routing by deal size, margin, and segment
Automated escalation with context attached
Approval audit trail and exception analytics
Weekly margin leakage reporting for leadership
📡
Competitive Intelligence Pipeline

Automated briefings from your competitive landscape

A monitoring and synthesis pipeline that tracks competitor pricing moves, positioning changes, and product launches, then delivers structured briefings to your sales and pricing teams on a cadence you set. No manual research. No noise.

Embeds into

Email, Slack, Notion, internal wikis

Automated competitor price and offer tracking
Positioning change detection and alerts
Weekly intelligence briefs formatted for your team
Deal-specific competitive context for reps in CRM
📈
Expansion Signal Detector

Identify upgrade-ready accounts before they ask

An automation that monitors product usage, contract age, support activity, and engagement signals to surface accounts with high expansion probability. Routes warm upsell opportunities to your CS or sales team with recommended next actions.

Embeds into

CRM, product analytics, CS platforms

Usage-based expansion scoring per account
Automated flag and assignment in CRM
Churn risk identification alongside expansion signals
Monthly expansion pipeline report for CS leadership
📝
Proposal & Quote Automation

On-brand proposals generated from your pricing data

A workflow that pulls from your pricing rules, customer tier, and product configuration to auto-generate tailored proposals and quote documents. Eliminates copy-paste errors, enforces pricing governance, and cuts proposal turnaround from hours to minutes.

Embeds into

Salesforce, CPQ, document generation tools

Template-driven proposal generation from CRM data
Pricing rule enforcement at document creation
Approval gating before external send
Win/loss tracking tied to proposal version
🔍
Win/Loss Intelligence Automation

Pattern recognition across every deal closed

An agentic workflow that synthesises CRM data, call recordings, and rep notes after every deal close to extract structured win/loss patterns. Surfaces findings as weekly coaching prompts, pricing insights, and competitive positioning gaps.

Embeds into

Salesforce, Gong, Chorus, CRM notes

Automated win/loss classification and tagging
Price sensitivity and objection pattern detection
Rep-level coaching signals from closed deal data
Monthly commercial health report for leadership

Our Philosophy

We build to disappear.

Every automation we build is designed for independence. We document the architecture, train your team, and hand over full operational control. You do not need us after delivery. That is the point.

We build pricing engines your RevOps team can tune, deal desk automations your sales ops team can configure, and intelligence pipelines your analysts can operate. Consulting firms that build black-box dependencies are building for their retainer. We build for your independence.

How It Works

Diagnostic first. Build second.

01
Diagnostic First

We run a rapid commercial diagnostic before scoping any build. This ensures we identify the highest-value automation opportunity, not the most visible one.

02
Scope & Design

We define the data inputs, workflow logic, integration points, and outputs. You review and approve before a line of code is written.

03
Build & Integrate

The workflow is built on your data and integrated into your existing stack. We iterate with your commercial team until it runs cleanly.

04
Deploy & Transfer

Live deployment with full documentation, training, and handover. Your team owns and operates it. We build to disappear.

Frequently Asked Questions

What are FintastIQ custom AI automation workflows?
FintastIQ custom AI automation workflows are bespoke AI-powered systems built to run inside your existing commercial operations. Rather than a separate analytics platform, we build automations that embed directly into your CRM, CPQ, pricing systems, and sales workflows. Your team acts on outputs without context-switching. Examples include real-time pricing recommendations in Salesforce, automated deal desk approvals, competitive intelligence briefings delivered to your inbox, and expansion signal alerts triggered from product usage data.
How is this different from off-the-shelf AI tools?
Off-the-shelf AI tools are built for the median company. Your pricing architecture, customer segments, and deal governance rules are not median. We build automations trained on your transaction data, your CRM records, your pricing history, and your competitive environment. They embed into your existing stack rather than requiring your team to adopt a new platform.
What types of workflows do you build?
We build pricing engines that surface deal-specific recommendations in your CRM, deal desk automations that route approval requests based on discount thresholds, competitive intelligence pipelines that deliver briefings to your sales and pricing teams, expansion signal detectors that flag upgrade-ready accounts before they churn, and proposal automation systems that generate tailored outputs from customer and pricing data. Every workflow is scoped to your diagnostic findings.
What data and systems do you need access to?
We work with your existing stack: CRM (Salesforce, HubSpot), CPQ, ERP, pricing logs, product usage data, and external market signals. All data is handled under NDA. We start with a diagnostic to identify the highest-value automation opportunity before scoping the build.
How long does a custom AI workflow build take?
A focused workflow (a pricing engine, a deal desk automation, a competitive briefing system) typically takes four to six weeks from scoping to live deployment inside your stack. More complex multi-system builds run eight to twelve weeks. We always start with a rapid diagnostic to ensure we build what actually moves the needle.

The right automation starts with the right diagnosis.

We scope every build from diagnostic findings. Book a working session and we will map the highest-value commercial automation opportunity in your business.

Book a Working Session →Start With a Diagnostic