Artificial Financial Intelligence

CFO-level answers.
Automated.
Always on.

AI-powered financial tools that automate your reporting, answer your financial questions in plain English, and give you the insight of a senior finance executive — without the $5,000/month price tag.

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The Experience

Ask your finances
anything

Imagine asking plain-English questions about your business and getting instant, accurate answers — drawn directly from your real financial data. No waiting for your accountant. No spreadsheet-diving. No end-of-month surprises.

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Your Financial AI · Connected to QuickBooks
You
Am I on track to hit my revenue target this quarter?
AI
You're at $187K through week 8 of 13 — 72% of your $260K target. At your current run rate you'll land around $242K, about 7% short. The gap is concentrated in consulting retainers, running 18% below plan. Want me to show you which accounts are behind?
You
How does gross margin compare to last month?
AI
Gross margin improved from 58.2% in March to 63.1% in April — a +4.9 point gain. Driven by lower contractor costs: COGS dropped $8,400 while revenue held flat. A meaningful move if it holds.
Services

What we automate

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01
Automated Financial Reporting
Monthly P&L, cash flow, and KPI reports generated automatically from your accounting software and delivered on your schedule.
02
AI Financial Chatbot
A custom AI trained on your business data. Ask anything about your finances in plain English and get instant, accurate answers.
03
Cash Flow Forecasting
Rolling 13-week cash flow forecasts updated automatically, with alerts before shortfalls happen — not after.
04
Budget vs. Actual Alerts
Automated variance monitoring across every expense category. Know the moment spending drifts from plan.
05
KPI Dashboard
A live financial dashboard pulling from all your systems — updated in real time, accessible from anywhere.
06
Financial Document Intelligence
Upload contracts, invoices, or financial docs. AI extracts key terms, flags risks, and answers questions instantly.
By the Numbers

The AI advantage
is real

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$3K–$15K
Fractional CFO monthly cost
AI-powered services deliver comparable intelligence at a fraction of the price
39%
Of finance work is automatable
SMB Financial Planning Technology Adoption Report, 2025
$3.70
Average ROI per $1 in AI
IDC Generative AI Study, 2024
Get Started

Ready to put your finances
on autopilot?

Tell me a little about your business and I'll show you exactly what we can automate.

Get in Touch