AI for Modern Finance Teams

Automate close-to-presentation workflows. Build executive cash dashboards. Generate scenario plans that leaders remember. Elevate finance from reporting to strategic partner.

The Finance Leader's AI Toolkit

A unified suite to transform financial reporting, analysis, and strategic planning.

Generate monthly close decks, investor updates, and board materials automatically. Turn financial data into executive narratives in minutes.

Build comprehensive financial dashboards tracking cash, variance, working capital, and key metrics with real-time alerts and narrative summaries.

Generate runway scenarios, hiring plans, portfolio stress tests, and strategic financial models with clear if-then narratives.

Transform Finance Operations

80%

Automated data-to-narrative workflows mean your team focuses on insights, not formatting slides.

10x

Generate multiple runway, hiring, and investment scenarios in hours instead of days of spreadsheet modeling.

2x

When reporting is automated, finance becomes a strategic partner driving key business decisions.

Scenario Planning That Sticks

Clear 'If-Then' Plans Leaders Actually Remember

Stop building complex models that executives never read. Feed our AI Consultant your financial data, assumptions, and strategic questions. It generates multiple scenarios—runway extensions, hiring freezes, investment opportunities—with clear narratives explaining trade-offs and recommendations. Each scenario automatically converts to a presentation-ready slide deck that leadership can act on immediately.

Build Your Scenario Plan

Elevate Every Finance Function

From monthly close to strategic planning, see how finance teams accelerate with AI.

Connect your ERP, accounting system, and data warehouse. Automatically generate monthly close presentations with P&L commentary, variance analysis, cash flow narratives, and forward-looking insights—ready for board review.

Build a pragmatic cash dashboard that monitors runway, burn rate, and working capital trends. Get automated alerts when metrics cross thresholds—before surprises become crises.

Core Finance Capabilities, Amplified

Board & Investor Materials

Automated monthly close decks, investor updates, and board packages with financial narratives.

Variance Analysis

Automated budget-vs-actual analysis with drilldown capabilities and narrative explanations.

Cash & Working Capital

Real-time cash position, runway forecasts, and working capital trend monitoring with alerts.

Scenario & Sensitivity Analysis

Multiple financial scenarios with clear assumptions, trade-offs, and executive-ready presentations.

Frequently Asked Questions

Have questions? We have answers. If you can‘t find what you‘re looking for, feel free to contact us.

Yes. Our platform is designed to connect to major ERP systems, accounting platforms, and data warehouses. We support direct integrations with NetSuite, QuickBooks, Xero, SAP, and can pull data from any system via API or secure file transfer.

While those are powerful planning platforms, our AI layer adds automated narrative generation and presentation creation. You get not just the numbers, but the story and the slide deck—ready for board and executive review. We complement your existing tools by automating the last mile from data to decision.

Security and compliance are foundational. We offer SOC 2 Type II certification, encryption at rest and in transit, single-tenant deployment options, and comprehensive audit logging. Your financial data is never used to train our models, and you maintain complete control over access and permissions.

Finance Insights

Explore our latest thinking on AI-powered financial planning, analysis, and reporting.