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Advisory + AI AGENTS

CFO advisory, delivered by Finance AI Agents

We partner with your leadership to drive cash, control, and decisions—without pulling on your tech or data teams. Powered by our specialized AI Agents. You get outcomes, we handle the complexity.

We are trusted by stellar tech startups 🚀

What customers say

Meet the Agents

ROI in days, not months. Your Finance AI Agents are ready to work.

Invoice Recoverer

Hunts down every receivable — gets you paid, faster.

LIVE NOW

Bank Controller

Secures all cash movements with approval gates and zero-trust controls.

LIVE NOW

Budget Sentinel

24/7 eagle-eye on spend vs. plan. Alerts on drifts.

LIVE NOW

Financial Reporter

Closes the books and tells the story behind your numbers.

Coming soon

Business Planner

Runs live scenarios and suggests strategic next-steps.

Coming soon

What outcomes to expect

Cash, control, and decisions—measured and improved.

Profitability

Improve margins, prioritize high‑impact levers, and sustain profitable growth.

Cash

Reduce payment errors; unlock trapped cash; accelerate collections.

Control

Enforce zero‑trust routines; strengthen auditability.

Decisions

Faster close; reliable unit economics; exception‑based ops.

CFO Advisory Services

Hands‑on advisory for finance teams. We build and run your finance control loop—cash, working capital, margins, and plan‑vs‑actual—and ship improvements in short cycles.

Zero‑trust cash controlling

Approval gates, segregation of duties, payment hygiene.

Real‑time working capital

Real‑time cash, DSO/DPO levers, collections routines.

Ultra‑granular margins

Channel/cohort, variance analysis.

Integrated planning

Driver‑based, rolling forecasts; plan/actual/forecast tied.

Operational cadence

Real‑time cash and margin reports for immediate decisions.

Event‑driven monitoring

Budget and cash burn alerts.

Private Finance Data Platform

Your dedicated finance data platform, deployed and operated for you. We handle design, deployment, and maintenance so your teams don't have to.

Finance AI Agents

Our AI agents are specialized in finance workflows and are designed for measurable outcomes.

Platform Management Apps

Operational control to orchestrate, observe, and govern.

Deep Integrations

Private connectors tailored to your systems.

Why our model works

Fast time‑to‑value. Zero internal tech dependencies. AI automation, granularity, and accuracy compound across processes, data, and decisions.

Zero‑trust cash clarity

Safer payment operations.

Optimal working capital

Less trapped cash.

Actionable unit economics

Pricing, channels, and ops.

Faster answers

No tech bottlenecks.

Exception‑based ops

Replace manual chasing.

Higher accuracy

Consistency across reports.

In the media

Security & Compliance

Enterprise‑grade security with zero‑trust principles, end‑to‑end encryption, and comprehensive audit trails built into every aspect of our platform. Built on your private, dedicated finance data platform—zero‑trust by default, end‑to‑end encryption, and full auditability.

Backend‑only credentials

Expiring tokens by default.

Zero‑trust cash ops

Least‑privilege access and audit trails.

End‑to‑end encryption

Across all flows. At rest and in transit with TLS.

Native & private

Agents run privately on your platform; data is never used to train external models.

Explainable & traceable

Every action is traceable; you approve, agents execute.

Human‑in‑the‑loop

Agents augment your CFO team; you stay in control.

FAQ

Short answers to common questions about Finance AI Agents.

What are Finance AI Agents?

Specialized, proactive agents embedded in your finance stack that monitor, analyze, and act with approvals—beyond chat assistants.

Do you train on my data?

No—agents run privately on your platform; your data isn't used to train external models.

Will they replace my team?

No—agents reduce manual work so your team can focus on decisions and strategy.

Leadership

Rare blend of financial and data engineering expertise to unlock maximum of value for our clients.

Pricing & ROI Assessment

Select agents to estimate monthly and annual costs.

Hire our agents and get a super‑detailed ROI calculation with assumptions and per‑agent breakdown.

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