The AI kit for VP of Finances

Builds forecasts, budgets, and scenario plans; for example a 2026 revenue forecast from three years of actuals and a 6% growth assumption.

Compares actuals to budget and flags cost, revenue, and capex gaps; for example a $220K marketing overspend in Q2.

Forecasts cash, working capital, and liquidity; for example a 13-week projection showing a $1.4M dip in week nine.

Runs competitor analysis, benchmarking, and capital budgeting; for example ranking three acquisition targets on payback and IRR.

Like "Assess Financial Risks To Strategic Plans"

Like "Budget Forecasting Model Builder"

Like "Analyze Insurance Claims and Coverage"

Like "Analyze Financial Data Trends"

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

Pay only for software that is used, and verify every saving on the invoice.

A model that passes all test cases after the repair.

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.

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

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

Lets your AI create, read and edit Excel workbooks for you, without opening Excel.

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

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

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

Build it to run driver-based scenarios with clear explanations, so you can defend each plan in a leadership review.

Build it so every figure in a finance report traces back to its source before it reaches the board.

Build it to settle conflicting assumptions across departments before plans are consolidated into one number.

Build it to cut strategy revision cycles by keeping every market assumption linked to its evidence.

Turns financial data into forecasts, budgets, and scenario insights for a VP of Finance.

Analyzes budgets and financial data to deliver insights and recommendations for a VP of Finance.

Analyzes cash flow data, forecasts trends, and flags risks for the Global Head of Finances.

Strategic financial analysis and planning support for an EVP of Finances.