The AI kit for CFOs

Builds forecasts, budgets, scenarios, and executive reports; example: a 3-year revenue plan with best, base, and worst cases.

Analyzes statements, ratios, trends, and variances; example: a margin bridge showing why gross margin fell 3 points.

Builds VP-level forecasts across revenue, expense, cash, and P&L; example: a quarterly reforecast for the leadership meeting.

Identifies and mitigates financial risks with monitoring plans; example: a currency exposure register with hedging options and owners.

Like "Analyze Historical Financial Trends"

Like "Gather Financial Data"

Like "Analyze Market Risks"

Like "Brainstorm Cash Flow Improvement Initiatives"

Integration milestones and synergies are tracked against the deal case and recovered when behind.

Counterparty exposure inside limits every day, with a tested transfer plan when it is not

Every maturing hedge has an approved decision that keeps coverage within the policy band

A weekly accuracy report with traced causes and approved driver changes that reduce error

Let your AI search your Box files, answer questions about them, and pull out details for you.

Ask your AI for a plain-English business report from your Odoo data, with a verdict on how things are going.

Lets your AI read, write, and format your Google Sheets for you, right from the chat.

Lets your AI search and read your Google Drive files and read or edit your Google Sheets.

PennyFlo streamlines cash management by integrating banks, credit cards, and accounting software into one platform, enabling CFOs and finance teams to forecast,

Clemta Intelligence automates bookkeeping, tax preparation, and financial reporting, helping businesses save time and reduce errors so you can focus on growth a

Veltrix AI delivers instant clarity on cash flow, profitability, burn and business performance. Connect QuickBooks, Xero, Shopify, Square & HubSpot, then ask pl

Susterra enhances Public Finance decision-making by delivering advanced analytics and AI-driven insights. It addresses key challenges for diverse stakeholders,

Build this to cut time from question to reviewed report while every figure traces to its source.

Build this to focus the team on the few assumptions that actually change the decision.

Build this to cut manual spreadsheet work while keeping analysis evidence-backed and reviewable.

Reduce contradictory plans before consolidation.

Turns financial data into forecasts, scenarios, and reports for executive decisions.

Analyzes financial data, builds forecasts, and flags risks for Managing Directors.

Builds financial forecasts and analyses from your data for VP-level decisions.

Identifies, assesses, and manages financial risks with analysis, monitoring, and reporting.