BENZIZ
THE AI
CFO

WE'RE AN AI-POWERED FINANCE PLATFORM

[ REAL DATA. SMART AGENTS. BETTER DECISIONS ]

AI DOESN'T REPLACE YOUR CFO, IT MAKES THEM BETTER AT WHAT THEY DO

Unify financial data, automate reporting and get AI-powered insights to drive growth. Built for startups and scale-ups.

Benziz CFO IA visualization
AI-POWEREDSYS.VER.2.0

80%

TIME SAVED

5 MIN

SETUP

06

AI AGENTS

THE PROBLEM

YOUR FINANCE IS A PUZZLE.
THE PIECES ARE EVERYWHERE.

01

DATA SILOS

Your financial data is scattered across QuickBooks, Stripe, CRMs and dozens of spreadsheets. No single source of truth.

02

MANUAL REPORTING

80% of finance team time is spent collecting and formatting data instead of strategic analysis.

03

REACTIVE DECISIONS

You're always looking in the rearview mirror, analyzing the past instead of preparing for the future.

API Synchronization
SYNC: ACTIVE

THE SOLUTION

MEET YOUR
FINANCIAL AGENTS

We're not another dashboarding tool. We're an AI-powered financial intelligence platform. Specialized agents that work for you, 24/7.

UNIFIED DATA

Connect all your financial sources into one single source of truth. No more silos.

AI ANALYSIS

Our agents don't just show data. They analyze trends, detect anomalies and alert you proactively.

AUTOMATION

From monthly reporting to client follow-ups, our agents automate repetitive workflows.

04 AGENTS

FROM CASH TO BOARD PACK,
WE HAVE AN AGENT FOR THAT

@CashForecast

CASH FORECAST

Analyze inflows and outflows to anticipate cash needs over 30, 60, and 90 days. Plan financing early.

TRY DEMO
@ExpressReporting

EXPRESS REPORTING

Extract accounting data and automatically generate weekly reports summarizing revenue, margin, cash, and working capital.

TRY DEMO
@ExpenseControl

EXPENSE CONTROL

Review card and supplier transactions, detect duplicates or abnormal amounts, and flag high-risk categories.

TRY DEMO
@ScenarioSim

SCENARIO SIMULATION

Modify a key variable — salary increase, new hires, client loss — and instantly visualize the impact on P&L and cash.

TRY DEMO

PRODUCT PREVIEW

BUILT FOR
DECISIONS
NOT EXPLORATION

Clean dashboards, real-time KPIs and your AI Copilot always within reach to answer any question.

Financial Dashboard Preview
FINANCIAL_DASHBOARD_V1.4STATUS: ACTIVE

INTEGRATIONS

CONNECT YOUR TOOLS
IN MINUTES

PENNYLANE
QUICKBOOKS
XERO
STRIPE
HUBSPOT
SALESFORCE
GOOGLE SHEETS
NOTION
SLACK

5 MIN

AVERAGE SETUP TIME

>OAuth 2.0 secure connection
>Real-time data sync
>No engineering required

SECURITY

YOUR FINANCIAL DATA IS YOUR MOST VALUABLE ASSET.
WE PROTECT IT.

Security is our top priority. We use the highest encryption standards and comply with the strictest regulations.

END-TO-END ENCRYPTION
SOC 2 TYPE II & GDPR COMPLIANT
GRANULAR PERMISSION MANAGEMENT
COMPLETE AUDIT TRAIL

SECURITY STATUS

OPTIMAL

AES-256 ENCRYPTION

ISO 27001

ZERO-TRUST ARCHITECTURE

AUTOMATION WORKFLOWS

CONNECT. AUTOMATE.
LET AGENTS WORK.

Like Zapier for finance — connect your tools, define triggers, and let Benziz agents automate the rest.

PENNYLANE
STRIPE
QUICKBOOKS
XERO
HUBSPOT
SAGE
SALESFORCE
GOOGLE SHEETS
NOTION
SLACK
AIRTABLE
BREVO
PENNYLANE@ExpressReportingGOOGLE SHEETS

When new transactions sync from Pennylane, generate a weekly P&L report and push it to Google Sheets.

STRIPE@CashForecastSLACK

When Stripe payments arrive, update cash forecast and alert the team on Slack if runway drops below 6 months.

QUICKBOOKS@BudgetVsActualNOTION

When QuickBooks closes monthly, compare actuals vs. budget and log deviations in your Notion workspace.

HUBSPOT@ProfitabilityEMAIL

When a deal closes in HubSpot, calculate client profitability and email the finance team a margin report.

XERO@AutoClosingPENNYLANE

When month-end triggers in Xero, verify account coherence and prepare journal entries for review.

SAGE@KPIMonitorSLACK

When Sage syncs weekly data, compute EBITDA, margin, and DSO, then send a concise summary to Slack.

12 agents. 20+ integrations. Unlimited automation scenarios.

EXPLORE ALL AGENTS

NO CREDIT CARD REQUIRED. NO COMMITMENT.

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