All AI Agents
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AI CFO Agent

Real-time financial strategy, forecasting, and insights

Continuously analyzes your financial data across all clients — identifying cash flow patterns, predicting payment timelines, and surfacing anomalies before they become problems.

Real-time

Cash flow visibility

30/60/90

Day forecasting

AI-scored

Client health

Weekly

AI-generated briefs

Capabilities

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Cash Flow Forecasting

Projects 30, 60, and 90-day cash flow based on invoice due dates and payment patterns.

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Client Health Scoring

Rates every client 0-100 based on payment speed, overdue history, and responsiveness.

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Anomaly Detection

Flags unusual patterns — sudden drops in payments, spikes in overdue amounts.

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Weekly AI Briefs

Plain-English financial summary every week with recommended actions.

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Churn Risk Prediction

Identifies clients likely to stop paying based on behavioral signals.

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Ask Anything

Chat with the AI CFO in natural language about your finances.

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Real-time insights, forecasting, and strategy — always on.

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