The AI kit for Vice President of Finances

Compares actuals to budget and finds savings. Example: shows why marketing overspent 12% in Q2 and what to cut.

Assesses and mitigates financial risk. Example: flags customer concentration risk when one client is 30% of revenue.

Builds forecasts, budgets, and scenario plans. Example: models next year's revenue at three growth rates with drivers shown.

Maintains budget forecasts and checks accuracy. Example: updates the annual plan monthly and reports where the forecast drifted.

Like "Analyze Financial Data For Forecasting"

Like "Budget Variance Analysis"

Like "Company Valuation Analysis"

Like "Cash Flow Forecasting"

Every figure in the board pack is consistent, traceable and uses the approved definition.

A current map of which diligence requests are answered, partly answered or contradicted.

Comparisons only between metrics that really mean the same thing.

A list of sharp questions and sensitivity results before the board votes on a spend.

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

Lets your AI read, search, send, and organise your Outlook email, calendar, and contacts from the chat.

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

Let your AI open and read the files attached to your Outlook emails, and send local files as drafts.

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

Vaultr securely stores and analyzes expenditure data with end-to-end encryption, fine-grained access controls and automated insights for compliance, auditing an

R0Y builds strategies, models and dashboards from plain language-instantly delivering live market and macro data, projections, visuals, and collaborative worksp

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

Build this to run driver-based scenarios with clear math, so you can show the board how each assumption changes the plan.

Build this to settle conflicting plan assumptions across teams before you consolidate, so one number reaches the board.

Build this to keep one versioned meaning for each board metric, so every leader reports the same number.

Reduce payment volume where authorized agreements permit.

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

Generates professional board meeting presentation content with executive summary, financials, and strategic updates.

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

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