Now when $\varphi$ has consistent variance, $\hat\varphi$ is not just a map of classes from $\mathbf{FinSets}^r$$\mathbf{FinSet}^r$ to $\mathbf{FinSets}$$\mathbf{FinSet}$, it's a functor (covariant or contravariant in each variable according to that variable's variance in $\varphi$).
QuestionQUESTION: Is the converse of this statement true? That is, if $\varphi,\psi$ jointly have consistent variance and if there is a natural transformation $\hat\psi \to \hat\varphi$, is $\psi\Rightarrow\varphi$ provable?
Note that I'm asking the question with finite sets because I thought it would be better behaved, but if you wish to remove “finite” throughout, be my guest. Finiteness isn't the real issue here: functoriality is.
Additional remarks (2023-12-12):
To dispel a possible confusion, the functor construction defined here is not (or at least, not obviously!) the set construction applied in the topos of covariant functors (=presheaves on the opposite category) $\mathbf{FinSet}^{\lbrace\mathit{variables}\rbrace} \to \mathbf{Set}$ (with each variable interpreted as the corresponding coordinate): in the latter, the $\mathrm{Hom}$ is an internal hom between covariant functors so it always returns a covariant functor in all variables, whereas in this question's interpretation, $\mathrm{Hom}$ is simply the functor of morphisms in $\mathbf{Set}$, so it is contravariant in the first variable (hence the variance restriction on the formula).
The construction here is also not the same as Medvedev's “logic of finite problems” (for a definition of which see, e.g., §3 of this survey by Plisko on a different subject). The main difference is that Medvedev logic only demands uniformity in varying the “solution sets” of the variables, whereas here full functoriality is demanded (at the expense of requiring consistent variance on the formula).
I maybe should have mentioned that propositions (resp. proofs, modulo some equivalence relation that doesn't matter here) in intuitionistic logic form the objects (resp. arrows) in the free bicartersian closed category over the given set of variables: see this paper by Fiore, Di Cosmo and Balat for a definition of the latter, with some connections to this question. So the question can be phrased in a purely categorical way, without any references to logic. But I haven't been able to use this line of thought usefully to actually answering it.