AI for Modern Finance Teams

Automate your month-end reporting. Build a real-time CFO dashboard. Go from granular transaction data to board-level insights in minutes, not weeks. Make finance a strategic driver.

The Modern Finance AI Toolkit

A unified suite to close the books faster, improve forecast accuracy, and deliver strategic insights.

Automatically generate your monthly financial review, variance analysis, and board-level presentations, pulling live data from your ERP.

AI Presentations for Financial Reporting

Build a comprehensive command center tracking revenue, burn, runway, and key SaaS metrics like ARR and LTV:CAC in a single view.

Model fundraising scenarios, analyze budget trade-offs, and generate long-range financial plans with data-driven assumptions.

Drive Financial Excellence

80%

Automate data consolidation for your month-end close so your team can focus on strategic analysis, not VLOOKUPs.

25%

Our AI models identify trends and anomalies your spreadsheets miss, leading to more reliable financial planning.

10x

Deliver real-time insights to department heads, helping them manage budgets and make smarter financial decisions.

Total Financial Visibility

The Dashboard That Ends Spreadsheet Chaos

Stop wrestling with dozens of disconnected spreadsheets. Connect your ERP, CRM, and payment processors to build a single source of truth for financial performance. From top-line revenue to departmental spend, get the complete picture, always up-to-date and ready for analysis.

Build Your CFO Dashboard

AI dashboard showing detailed financial analytics and key performance indicators.

From Tedious Closing to Strategic Advising

See how modern finance teams use AI to automate their most critical workflows.

Connect your ERP system and automatically generate a comprehensive monthly financial reporting package, complete with variance analysis and narrative insights explaining performance drivers.

Build departmental dashboards that track budget vs. actuals in real time. Set custom thresholds to get automated alerts on overspending, enabling you to be a proactive partner to the business.

Core Finance Capabilities, Amplified

Automated Financial Reporting

Generate P&L, Cash Flow, and Balance Sheet reports with narrative summaries, instantly.

Financial Planning & Analysis (FP&A)

Run variance analysis, build rolling forecasts, and model strategic scenarios with ease.

SaaS & Revenue Metrics

Track ARR/MRR, Net Revenue Retention, LTV:CAC, and other key subscription metrics.

Budget Management

Provide department heads with real-time dashboards to track their spend against budget.

Frequently Asked Questions

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

Yes. We connect directly to major ERPs and accounting systems like NetSuite, SAP, QuickBooks, and Sage Intacct to serve as your single source of financial truth.

Our AI analyzes your historical financial data to identify trends, seasonality, and key business drivers. It allows you to create a baseline forecast you can then adjust with your own team's strategic assumptions.

Security is our top priority. We provide enterprise-grade infrastructure with SOC 2 compliance, encryption at rest and in transit, and granular access controls to ensure your financial data is always protected.

Finance & FP&A Insights

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