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.
Which customers grew fastest last quarter?
3 steps · 10.2s
Ridgeline Freight grew the most in absolute terms, adding $86K quarter over quarter. The top two account for 58% of the quarter’s growth.
Illustrative figures
How it works
AI financial analyst, in three steps.
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.
Why did margin slip in August?
Gross margin was 61.4%, 0.8 pts under plan. Two cost lines explain almost all of it:
Over plan, August
- Direct labour+$18K
- Materials+$7K
Labour ran over on overtime in the second half of the month.
On your phone
The same analyst, wherever you are.
- Ask in plain English
- The steps fold away until you want them
- Or ask in Slack, in a DM or a channel
Connected to
Fed by the systems you already run.
Live statements
P&L and balance sheet, current
Your metrics
Defined once, kept current
Answers
Ask in plain English
Questions
About ai financial analyst
Can I trust the answers?
Check anything you intend to act on. The analyst shows the query it ran and the rows it saw precisely so that you can. It can be wrong, and it is built to make that visible.
What can it answer questions about?
Anything in the systems you have connected: statements, invoices and bills, customers and vendors, pipeline, payments, ad spend, and your own spreadsheets.
Can I ask from Slack?
Yes. Message Dear CFO directly, or mention it in a channel, and it answers in the thread.
More of Dear CFO
See it against your own numbers.
Create a login and connect your systems in minutes, or book a call and we will walk through it with your business in mind.