AI-Powered FP&A for SMEs

Your AI CFO —
financial clarity
without the overhead

Fractional finance intelligence at a fraction of the cost. Monthly reports, cash flow forecasts, and actionable insights — powered by AI, delivered by experts.

JR
MK
SL
AT
Trusted by 50+ SMEs
across SaaS, e-commerce & services

The Problem

You're growing — but flying blind financially

Most SME founders are brilliant at what they do. But finance? It's a black box that keeps them up at night.

No financial visibility

You check your bank balance to gauge business health. That's not a strategy — it's a gamble.

Cash flow surprises

You've been caught off guard by payroll crunches, tax bills, or surprise expenses. It's exhausting.

Can't justify a CFO

A full-time CFO costs $200K+. You need the insight, not the headcount.

Decisions without data

Should you hire? Raise prices? Expand? Without financial models, every big decision is a guess.

What We Deliver

Everything a CFO delivers — powered by AI

We combine AI analysis with human expertise to give you finance-team-grade output at a fraction of the cost.

📊

Monthly Financial Reports

Clear P&L, balance sheet, and KPI dashboards tailored to your business — no accounting jargon.

💰

Cash Flow Forecasting

13-week rolling forecasts so you always know what's coming. No more cash surprises.

📈

Margin Analysis

Understand your true profitability by product, service line, or customer segment.

🎯

Budget Tracking

Set targets, track actuals vs. plan, and catch variances before they become problems.

💡

Actionable Recommendations

Every report comes with prioritized actions to improve margins, cut costs, and grow smarter.

🔮

Scenario Planning

What-if models for hiring, pricing changes, new markets — make confident decisions with data.

How It Works

From chaos to clarity in three steps

01

Connect Your Data

Link your accounting software (QuickBooks, Xero, etc.), bank feeds, and billing tools. Takes under 10 minutes.

02

We Analyze

Our AI engine processes your data alongside industry benchmarks. A finance expert reviews every insight.

03

You Get Monthly Insights

Receive a clear, actionable report every month with forecasts, analysis, and prioritized recommendations.

Pricing

CFO-grade insight, startup-friendly pricing

No long-term contracts. Cancel anytime. Start seeing results in your first month.

Starter

For businesses under $1M revenue

$299/month
  • Monthly P&L and cash flow report
  • Basic KPI dashboard
  • Cash flow forecast (4-week)
  • Email support
  • 1 accounting integration
Get Started
Most Popular

Growth

For businesses $1M – $5M revenue

$599/month
  • Everything in Starter, plus:
  • Margin analysis by segment
  • 13-week cash flow forecast
  • Budget vs. actual tracking
  • Monthly strategy call (30 min)
  • Unlimited integrations
Get Started

Scale

For businesses $5M+ revenue

$999/month
  • Everything in Growth, plus:
  • Scenario & what-if modeling
  • Board-ready reporting
  • Custom financial models
  • Weekly strategy calls
  • Dedicated finance analyst
Get Started

FAQ

Common questions

Stop guessing.
Start piloting your margins.

Join 50+ growing businesses that replaced financial anxiety with clarity. Your first report is just days away.

Get Started Today