The AI kit for Finance managers

Builds budgets, forecasts, and scenario plans from your historicals, like a 12-month revenue forecast with three growth cases.

Calculates liquidity, margin, leverage, and DuPont ratios from your statements, then explains what a 0.9 current ratio means for you.

Turns raw financial data into decision-ready ratios, trends, benchmarks, and cost breakdowns, such as showing which product line drags margin.

Forecasts cash, tracks receivables and payables, and flags liquidity risk, like a 13-week cash view before a big vendor payment.

Like "Analyze Cash Flow For Budgeting"

Like "Liquidity Ratio Analysis"

Like "Accounting System Integration Plan"

Like "Analyze Financial Statements"

Every expense claim line is backed by a matching receipt.

A model that passes all test cases after the repair.

Comparisons only between metrics that really mean the same thing.

Budget requests are supported with detail and ranked by value before decisions.

Let your AI assistant open and work inside real Microsoft Excel on your Windows PC.

Let your AI build and edit real Excel spreadsheets with live formulas, then save a .xlsx file you can open.

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

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

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

Glean AI enhances accounts payable with intelligence and automation, offering finance teams deep insights into spending patterns and trends. Streamline processe

ReconXi streamlines financial reconciliation by automatically aligning bank statements with company ledgers. Upload CSV files to identify discrepancies swiftly,

Pull figures off invoices and statements into a clean sheet with an audit trail you can hand to auditors.

Check expense claims against policy automatically so clean claims pass and every rejection names a fixable reason.

Stress test the two or three plan assumptions that actually change your decision, before you commit the budget.

Clear distinction between calculated variance and management's explanation.

Builds a 13-week cash flow forecast from your bank, AR, AP, and payroll data, flagging crunch weeks.

Evaluate demand-forecast quality with WMAPE, bias, and Forecast Value Added vs. naive.

Audits expense folders: reconciles receipts to statements, flags issues, and reports.

Audits compliance across GDPR, HIPAA, SOC 2, PCI DSS, and ISO frameworks.