AI Financial Intelligence · Now Live

Start being
your own CFO.

Your AI financial analyst — on call 24/7, smarter every month.

Analyzes every spend request, delivers a justified recommendation in under 10 minutes, and gets smarter with every decision you make.

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Data Overview
Key Alerts
Insights
Executions
+
Live Feed
24h
⋯
Decisions Analyzed
78
Total this period
Open Decisions
3
C
2
H
5
M
8
L
Avg Analysis Time
7m42s
Down 12% from last week
Welcome back, Aisha
Your AI control room — monitoring spend & decisions
QuickBooks
QB
▲
M
78/100
Confidence
C
Xero
XR
+24
Decisions
$34K
Saved
78%
Confidence
Marketing Analytics SaaS · $2,400/yr · Priya K.Analyzed 7m 42s ago
Live Decision Feed
H
Incident Created — ID #548
Dev Tools · Marcus
OK
C
3 Decisions Pending
Awaiting review
QB
QuickBooks Connection
Sync required
Warn
C
4 Decisions Reopened
Counter offers sent
!
Budget Alert — Ops
82% of Q4 limit
Alert
Sources
QB
QuickBooks
40
XR
Xero Sync
35
SK
Slack Agent
23
Assets
Marcus — Dev Tools
$840/yr
Priya — Analytics
$2,400/yr
James — Ops Platform
$4,800/yr
Priority Alerts
High
28
Medium
18
Neutral
14
Low
36
Errors
5
Automation
+01
Playbooks Complete
+02
Waiting for Analysis
+03
Playbook Recommendations
A
Created onSep 12th 2025 · 9:30 AM
+
Last decision addedSep 12th 2025 · 11:47 AM
+
P
Assigned toAisha — CEO
Avg analysis time: 7m 42sDecisions logged: 12,400+Month-6 confidence: ↑ 87/100vs Fractional CFO: ↓ 96% costAvg ROI: ↑ 320%Setup time: 30 minutesDecision accuracy: 94%Bad-hire prevention: $165K–$330KAvg analysis time: 7m 42sDecisions logged: 12,400+Month-6 confidence: ↑ 87/100vs Fractional CFO: ↓ 96% costAvg ROI: ↑ 320%Setup time: 30 minutesDecision accuracy: 94%Bad-hire prevention: $165K–$330K
The Problem

Startup finance decisions
are fundamentally broken.

80% of startups have no dedicated finance team. Every spend decision falls on one person — between everything else they do.

01
"Requests come through Slack."
No structure. No data. No ROI analysis. You approve blindly or waste an hour investigating. Neither scales.
02
"Saying no makes you the villain."
Without data backing a rejection, every no creates resentment. So you say yes more than you should, watching budget disappear.
03
"Knowledge lives in your head."
You've seen this request before. But there's no system — just memory and a Slack thread from 6 months ago.
How It Works

Request to decision.
Under 10 minutes.

1
Submit Request
Employee fills a structured form. Amount, vendor, rationale — captured cleanly in 30 seconds.
30 seconds
2
AI Analysis
Checks budget, researches vendor, models ROI, scans past decisions. Fully automatic.
< 10 minutes
3
Review Briefing
One-page report — clear recommendation, 0–100 confidence score, full supporting data.
2 min to read
4
Decide
Approve, Deny, or Counter. Logged forever. Every decision makes future analysis smarter.
One click
Differentiators

Built different.
By design.

★ Unique

Confidence Score (0–100)

Every recommendation quantifies certainty. "Trust this 78/100." No competitor does this — it's the transparency layer that builds real trust.

78
Connected to QuickBooks
14 months of history
3 comparable decisions
Vendor verified via G2
↑ Compounding

Gets Smarter Every Month

Every decision, outcome, and context is logged. Month 6 is dramatically better than Month 1. Your institutional memory, externalized.

Month 1 avg: 62↑ Month 6: 87
Mo 1Mo 2Mo 3Mo 4Mo 5Mo 6
⚡ Speed

Briefing in Minutes, Not Hours

Request → full analysis in under 10 minutes. Replaces 45+ minutes of manual research per decision, every time.

Before
P
Priyacan we buy this? $2,400
M
Marcuswhat does it do?
Y
Youfine, approved I guess
→
After
✓ Approved
Analytics · $2,400/yr
78/100 · 7m 42s · Logged
🛡 The Shield

Stop Being the Bad Cop

Rejections come from the system, not from you. Data-driven, impersonal. You shift from adversary to coach overnight.

Team friction — Month 1↓ 73% by Month 6
Social Proof

What early customers say

I used to dread Mondays — requests piling up, zero context. I'd approve blindly or waste an hour digging. CFO Agent gave me my Sundays back. Every decision is now the best version of me.

D
Dan Richman
CEO, Stackwise — Seed-stage SaaS · 18 employees
<10min
Request submitted to recommendation delivered
0–100
Confidence score on every single briefing
$499/mo
vs. $5K–15K/mo for a fractional CFO
Pricing

A fraction of the cost.
All of the intelligence.

No hidden fees. Cancel anytime. Free 14-day trial on all plans.

Starter
$499 /mo
For founders getting started with structured decisions.
  • 20 requests / month
  • Full AI briefings + confidence score
  • 3-month decision memory
  • Approve / Deny / Counter workflow
Start Free Trial
Most Popular
Growth
$1,499 /mo
For growing teams with high volume and complex financials.
  • Unlimited requests
  • QuickBooks + Xero integration
  • 12-month compounding memory
  • Slack integration
  • Up to 5 team members
Start Free Trial
Scale
$3,499 /mo
For complex org structures and enterprise reporting.
  • Everything in Growth
  • Custom approval workflows
  • Unlimited members + API
  • Dedicated onboarding
Talk to Sales
FAQ

Straight answers.

No. CFO Agent is the judgment layer, not the record-keeping layer. It sits on top of QuickBooks or Xero and uses that data to make smarter decisions. No bookkeeping, no tax filing.

Never. The agent recommends — you always decide. Every briefing ends with Approve, Deny, or Counter. The human is always in control. We built it this way intentionally.

0–100 reflects how much data the agent had. High = strong budget data, comparable past decisions, solid vendor research. Lower = novel request or incomplete context.

Every decision — with context, outcome, and reasoning — is logged and used for future analysis. By month 6, your institutional knowledge is baked into every recommendation. It compounds like interest.

5–50 person startups, typically post-seed to Series A. You've raised money, employees make spend requests, but there's no dedicated finance team. That's exactly the gap we fill.

30 minutes. Connect QuickBooks or Xero, set budget parameters, invite your team. First briefing is ready before the day ends. No consultants, no code.

Your startup deserves
better than gut feel.

Join founders who've replaced chaos with confidence.

Start Free Trial — 14 Days Schedule Demo

No credit card · Cancel anytime · 30-min setup