Cash flow clarity
See runway and cash movement without waiting for month-end spreadsheets.
AI CFO Agent
Financial insight without the spreadsheet grind
Your AI CFO agent turns books into cash flow, P&L, forecasts, and chat-ready answers — so leadership stays ahead of the numbers.
CFO workspace previewSample data
Cash
$128k
Burn
$24k
Runway
5.3 mo
Sample chart for illustration · your reports use your connected accounting data
What your AI CFO covers
Report generation and finance chat tuned for operators who need answers, not more tabs.
P&L and forecasts
Generate profit & loss views and forward-looking scenarios for decisions.
QuickBooks ready
Connect companies (where enabled) and keep analysis close to your books.
Ask your numbers
Chat with the CFO agent about reports instead of digging through tabs.
Pricing
AI CFO agent plans
Report and chat limits included. Select a plan to register and provision your CFO agent.
Plans are being prepared. Check back soon!
AI CFO FAQ
What does an AI CFO agent do?
It produces financial reports, answers questions in chat, and highlights trends so founders and finance leads decide faster.
Do I need QuickBooks?
Plans that allow QuickBooks integration can connect one or more companies. You can still use report and chat features based on your plan limits.
How is usage measured?
Each plan defines report generation and chat message allowances so costs stay predictable as your finance workflow grows.
Put an AI CFO on your leadership stack
Register with a CFO plan and start generating reports and finance answers without waiting on the next close.