Features

One system for the numbers.

Statements, the model, the dashboards and the analyst all read from the same live data, so they always agree.

AI financial analyst
Live financial statements
Forecasting and budgeting
KPI dashboards and scorecards

Integrated Financial ModelRolls forward monthly

	Jul	Aug	Sep	Oct
Revenue	2,286	2,318	2,400	2,472
New customers	18	19	20	20
Net Operating Income	422	443	461	480

Illustrative figures

AI financial analyst

Ask your numbers a question. Check the answer.

Ask about revenue, cash, customers or margins in plain English. The analyst answers from your own connected data, and every step it took stays on screen so you can check it rather than trust it.

Answers from your data, not the internet
It works over the systems you have connected: your ledger, your CRM, your payments, your spreadsheets. The answer is about your company, not a generic one.
The work is visible
Each answer shows the query it ran and the rows it saw, folded out of the way until you want them. That is how you know whether to act on it.
Where you already are
Ask in Dear CFO, or in Slack by messaging it directly or mentioning it in a channel.

Statements that are already built.

P&L, balance sheet and cash flow, live from your accounting and sitting next to plan and forecast. The exporting, pasting and reformatting stop happening.

Live from your books
Read straight from QuickBooks or Xero and kept current, by month, quarter or year. Nobody rebuilds them at month end.
Next to the plan
Actuals beside budget and forecast in the same statement, so variance is a column, not a separate report.
Several companies, one view
Connect more than one company and see each on its own or the group consolidated.

Profit & Loss

USD thousands

Account	Jun	Jul	Aug	Sep
Total Income	2,254	2,286	2,318	2,400
Gross Profit	1,379	1,401	1,424	1,475
Gross margin	61.2%	61.3%	61.4%	61.5%
Total Expenses	972	979	981	1,014
Net Operating Income	407	422	443	461

Forecasting and budgeting

The model, with the actuals already in it.

The job your forecasting spreadsheet does, except the line between what happened and what is planned is drawn by the system, and it moves on its own every month.

Actuals flow in by themselves
Closed months fill from your accounting and your other sources. The forecast picks up where the actuals stop.
Compare scenarios before you commit
Put any line of the model side by side across cases, so the argument about the plan happens with numbers.
Freeze a budget, then measure it
Lock a scenario as the budget, and every period after that is scored against it: budget vs actual without the monthly rebuild.

Every seat owns a number.

Define a metric once and use it everywhere: on dashboards built from tiles, and on a scorecard where each seat carries the numbers it is accountable for.

One definition per metric
Define a metric once in the metrics vault. Every dashboard, report and scorecard uses the same definition, so the number means the same thing everywhere.
Dashboards from tiles
Assemble a dashboard from tiles: figures, charts and tables, kept current from your connected systems.
Accountability on the org chart
The chart is the scorecard. Each seat carries its numbers with goals and owners, including the seats nobody is in yet.