Everything a CFO does. In a chat you will actually use.
No control panels. No reports to decode. Just clear answers built on your real numbers, whenever you need them.
A conversation, not a control panel
Ask a question the way you would ask a person, and get an answer you can act on. There are no menus to learn and no dashboard to configure — the whole product is one conversation that picks up where you left it.
Answers grounded in your data
Connect QuickBooks, upload your files, or type your figures in, and every insight is built on your actual numbers. When the data for a question is not there, your CFO says so rather than filling the gap with a benchmark.
Cash flow you can see coming
Know your lowest cash point weeks before you reach it. See which customers are slowest to pay and what collecting from them early would actually free up. Stop being surprised by your own bank balance.
Pricing and margin clarity
Find out what to charge, where your profit is leaking, and which jobs are genuinely worth doing — before you sign, not after. Your CFO keeps margin and markup straight, which is the single most expensive mix-up in small business pricing.
Smarter growth decisions
Hiring, equipment, a new service line, a bigger space. Talk the decision through first and see what it does to your cash before you commit, so “can I afford it?” gets a real answer with a date attached.
Profit made plain
See exactly why your profit and your bank account disagree — inventory, loan principal, owner draws, unpaid invoices — and what to do about it. Your CFO turns a confusing statement into a story that makes sense.
A CFO that remembers you
Tell it something once and it stays known. How you charge, what your season looks like, which customers are trouble. No repeating yourself, no re-explaining your business every time you open a chat.
A CFO that sounds the way you want (Pro)
Shape how your CFO speaks, how blunt it is, and how cautious or bold it is about spending and growth. Ask it to lead with the number and skip the preamble, or to always show you the downside first, and it holds to that from then on.
Your data stays yours
Encrypted in transit and at rest, never sold, and used to answer your questions rather than to train a public model. Connect and disconnect whenever you like — you stay in control of what it can see.