Real intelligence. Not more reports.
The CFO Agent. More Than AI. Your Personal Operating System.
The CFO Agent gives finance leaders real-time financial intelligence, automated reporting, and faster close cycles, so your team spends less time on data and more time on decisions. It learns your close cadence, your chart of accounts, and what your board actually reads.
Financial Intelligence
Finance Teams Spend Too Much Time on Data, Not Enough on Decisions
The average finance team spends 60% of its time collecting and cleaning data. What is left for the analysis that actually drives decisions? Not enough.
The CFO Agent connects to your ERP, accounting system, and reporting tools to automate the grunt work (variance pulls, close checklists, board prep, and cash flow forecasting) so your team can do the work that actually matters.
What It Does
A Dedicated AI Agent for Finance Leaders
Custom-connected to your systems. Trained on your reporting cadence. Running from day one.
Month-End Close Automation
Runs your close checklist, flags open items, reconciles accounts, and surfaces variances before the deadline, not after.
Variance Analysis
Pulls actuals versus budget, flags anomalies, and drafts the narrative your board expects. Ready before your first review meeting.
Cash Flow Forecasting
Models 13-week and rolling cash positions using your live AR, AP, and payroll data. Flags coverage gaps before they become problems.
Board and Investor Prep
Compiles the financial package, drafts commentary, and formats the deck. You review and present. Everything else is handled.
Accounts Receivable Monitoring
Flags aging invoices, drafts collection outreach, and keeps your DSO from creeping without you having to chase it.
Audit and Compliance Readiness
Maintains documentation, tracks policy adherence, and flags gaps before your auditors do. No more last-minute fire drills.
The Process
Running in Fifteen Minutes. Better Every Week.
You Tell It Your Finance Stack
Your ERP, accounting platform and reporting tools, your close cadence, your chart of accounts, and what your board wants to see. That is the questionnaire, and your agent is built from it and running in about fifteen minutes.
Your Agent Goes to Work
Close checklists run automatically. Variance reports draft themselves. Cash flow models update daily. Your team gets to the analysis faster than ever before.
It Gets Sharper Over Time
The agent learns your business seasonality, your board's preferences, and your team's workflows, and each close runs smoother than the last.
Who It's For
Configured Around How Your Finance Team Actually Works
A controller closing the books and a sponsor-backed CFO reporting to a board need different things from the same engine. Pick the one that sounds like you.
Client Results
What Finance Leaders Say After 30 Days
CFOs and controllers across industries are getting their close back. Here is what changed.
Manufacturing
“Our close was taking 8 business days. We're now at 4 and still shrinking. The agent flags open reconciliations automatically, which means my team isn't chasing down the same five issues every month. We actually finish and have time to talk about what the numbers mean.”
CFO, Contract Manufacturer
$45M revenue, 180 employees, Midwest
Professional Services
“Board prep used to take my controller two full days every quarter. Now it takes half a day. The agent pulls the financials, drafts the variance narrative, and formats the package. My controller reviews and refines instead of building from scratch. That's a different job entirely.”
CFO, Management Consulting Firm
$28M revenue, 95 staff, Northeast
Distribution
“Cash visibility was our biggest problem. We were always two weeks behind on knowing where we actually stood. The CFO Agent now updates our 13-week forecast every morning with live AR and AP data. I know our cash position before I pour my first cup of coffee.”
VP of Finance
Regional distributor, $80M revenue, Southeast
SaaS
“We were growing fast but our reporting wasn't keeping up. Investor updates were a scramble every month. The agent now pulls MRR, churn, and burn rate automatically and drafts the investor memo. We look more organized than we are. Which means the investors stay calm.”
CFO, Series B SaaS Company
ARR $12M, 55 employees, West Coast
Healthcare
“Revenue cycle is complicated. Denials, adjustments, lag. It makes your P&L look different every time you run it. The CFO Agent flags unusual patterns in our AR before they affect reporting. We caught a billing issue 3 weeks earlier than we would have. That saved us real money.”
Controller, Multi-Site Medical Group
8 locations, $22M net revenue
Real Estate
“Managing financials across 14 properties was a nightmare. Different bank accounts, different property managers, different reporting. The CFO Agent consolidates everything into one view every week. I finally know which properties are performing and which ones need attention.”
Principal, Real Estate Investment Firm
14 properties, $35M AUM, Mid-Atlantic
Representative client experiences. Identifying details withheld at client request.
Investment
Built for Finance Leaders Who Need More Than a Tool
Two ways to start. Build your agent yourself in about fifteen minutes, or have us scope and configure it around your finance stack on a call.
Custom deployments are scoped to your ERP, integrations, and reporting complexity, and priced during your consultation.
Get Started
Ready to Meet Your AI Finance Agent?
Build your agent online in about fifteen minutes, or schedule a 30-minute consultation and we will show you exactly how it would be configured for your finance team.