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.
across SaaS, e-commerce & services
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
Connect Your Data
Link your accounting software (QuickBooks, Xero, etc.), bank feeds, and billing tools. Takes under 10 minutes.
We Analyze
Our AI engine processes your data alongside industry benchmarks. A finance expert reviews every insight.
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
- Monthly P&L and cash flow report
- Basic KPI dashboard
- Cash flow forecast (4-week)
- Email support
- 1 accounting integration
Growth
For businesses $1M – $5M revenue
- Everything in Starter, plus:
- Margin analysis by segment
- 13-week cash flow forecast
- Budget vs. actual tracking
- Monthly strategy call (30 min)
- Unlimited integrations
Scale
For businesses $5M+ revenue
- Everything in Growth, plus:
- Scenario & what-if modeling
- Board-ready reporting
- Custom financial models
- Weekly strategy calls
- Dedicated finance analyst
FAQ