AI Financial Intelligence for Finance Leaders

Close Faster.
Report Cleaner.
Lead Smarter.

The CFO Agent handles close prep, variance reporting, and financial analysis so your team can focus on what the numbers mean, not what they say.

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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's 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

From Consultation to Running in 2 Weeks

Day 101
↓

We Map Your Finance Stack

We connect your ERP, accounting platform, and reporting tools. We learn your close cadence, your chart of accounts, and what your board actually wants to see.

Week 102
↓

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.

Month 1+03

It Gets Sharper Over Time

The agent learns your business seasonality, your board's preferences, and your team's workflows. Most finance leaders report cutting close time by 30-40% within 60 days.

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

Every CFO Agent deployment is custom-scoped to your finance stack and reporting requirements. Pricing is discussed during your consultation based on your systems, integrations, and team size.

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FAQ

Frequently Asked Questions

We connect to your ERP, accounting platform (QuickBooks, NetSuite, Sage, etc.), banking feeds, payroll systems, and any reporting tools your team already uses. We build to your stack, not the other way around.
A fractional CFO works 10-20 hours a month. The CFO Agent runs 24 hours a day. It handles the repeatable, data-intensive work that would otherwise consume your team's time. The fractional CFO does strategy. The agent does execution.
Most clients are fully operational within two weeks. We handle all integrations and configuration. Your team needs to show up to an onboarding call and walk us through your close process.
Security is non-negotiable in finance. We use read-only API access wherever possible, all connections use least-privilege permissions, and your data does not pass through systems we do not control.
Yes. We have configured the CFO Agent for companies with multiple entities, subsidiaries, and properties. Consolidated reporting is one of the areas where the agent adds the most value.
Every engagement is custom-scoped based on your systems and reporting complexity. Book a consultation and we will give you a precise number within 48 hours.

The Story

One Founder. Eighteen Years. One Unavoidable Conclusion.

David Oralevich, Founder

David Oralevich

Founder, Apollo Claw — Long Island, NY

David Oralevich has spent his career at the edge of what is next. He rode the first wave of the internet in the late 90s, built Designs By Dave O. in 2007, and spent nearly two decades helping businesses compete and grow in a digital world.

Then came AI. While the world was still debating ChatGPT, David was already working alongside senior engineers at leading AI startups, watching the technology develop before it hit the headlines.

What he saw was a gap. Finance teams were drowning in manual work while AI sat untapped. The technology existed to transform how CFOs and controllers operate. Nobody had built it for them.

So he built it. Apollo Claw and a portfolio of industry-specific AI agents, each one purpose-built for a role. The CFO Agent is built on the same foundation.

Every engagement is handled in-house, on Long Island, New York. No offshore teams. No outsourced builds. When you work with us, you work with us.

"Every revolution has an early chapter. The finance leaders who read it first write the rest of the story."

David Oralevich, Founder & Chief Visionary Officer — Apollo Claw

Get Started

Ready to Meet Your AI Finance Agent?

Schedule a 30-minute consultation. We will show you exactly how The CFO Agent would be configured for your finance team.

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