Each agent specializes in a finance domain. Connect your tools, AI does the rest. Combine multiple agents for a complete AI CFO.
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Weekly financial reports, automated
Extracts accounting data and automatically generates a weekly report summarizing revenue, margin, cash, and working capital. Saves manual reporting time.
30/60/90 day cash forecasting
Analyzes inflows and outflows to anticipate cash needs over 30, 60, and 90 days. Improves liquidity management and helps plan financing needs early.
Margin by client, product & project
Calculates margin by client, product, or project, and flags anomalies or underperforming segments. Guides pricing decisions.
Real-time budget deviation alerts
Compares actuals vs. budget and notifies users of significant deviations. Strengthens budget discipline and supports proactive corrective actions.
What-if analysis for strategic decisions
Modify a key variable (salary increase, new hires, client loss) and instantly visualize the impact on profit and cash flow.
Detect duplicates & abnormal spend
Reviews card and supplier transactions, detects duplicates or abnormal amounts, and flags high-risk expense categories.
Investor-ready materials in minutes
Generates investor deck data, business plan metrics, valuation model, and dilution simulations. Accelerates fundraising readiness.
Faster month-end, fewer errors
Verifies account coherence, identifies accounting inconsistencies, and prepares journal entries for review. Shortens closing cycles.
Weekly KPI digest to your inbox
Tracks EBITDA, margin, DSO and sends a concise weekly summary. Maintains financial focus without manual follow-up.
Stay ahead of compliance changes
Summarizes new legal or fiscal regulations relevant to a client's sector and evaluates their potential impact on operations.
Bridge Finance and HR insights
Consolidates HR data to forecast payroll, monitor absences, and simulate new hires or policy changes for better workforce planning.
Real-time valuation tracking
Automatically updates projected valuation based on growth, margin, and cash metrics using DCF and comparable analysis.
AI invoicing & collections
Automates invoice creation, payment tracking and follow-ups. Client risk scoring and late payment prediction.
Your weekly CFO briefing
Sends a personalized financial summary every Monday: key KPIs, alerts, recommended actions and week-over-week comparison.
MRR, Churn, LTV, CAC — all automated
Tracks all SaaS KPIs from Stripe and CRM data. Cohort analysis, unit economics, and pipeline forecasting.
Find savings across all spend
Analyzes all company spending to identify optimization opportunities, negotiate better rates, and reduce waste.
ASC 606 / IFRS 15 compliance
Automates revenue recognition per ASC 606 / IFRS 15 standards. Multi-element contract management and deferred revenue.
Smart vendor management
Centralizes vendor contracts, auto-negotiates renewals and identifies duplicate services across your stack.
Multi-entity consolidation
Consolidates finances across multiple legal entities. Intercompany elimination, consolidated reporting and multi-currency.
Each agent works independently or together. Start with Cash Guru, add Reporting, then build your complete AI CFO team.
AI-powered finance tips, product updates, and exclusive early access to new agents.