What you can do
📊
Dashboards
Upload your data, receive instant visual analysis and AI-generated commentary — no setup required.
📈
Forecasting
Revenue projections, cashflow models, and scenario analysis — powered by ML ensemble methods.
🏛️
M&A edge
AI-accelerated diligence tools for target screening, QoE analysis, and integration planning.
Finance Tools
📊
Free
Dashboard
Budget vs Actual Dashboard
Upload budget and actuals. Get instant variance analysis, waterfall charts, and CFO-ready commentary.
📉
Free
New
Charts
Automated Chart & Insight Generator
Upload any CSV or XLSX — auto-detects column types, recommends charts, generates business insights.
🔮
Pro
Forecasting
Revenue Forecast (12-month)
ARIMA + ML ensemble model. Upload historical revenue, configure seasonality, receive confidence intervals.
⚠️
Pro
Risk
Portfolio Risk Analyzer
VaR, CVaR, correlation matrices and stress-testing across asset classes. Integrates with live pricing feeds.
🧾
Pro
Reporting
Board-Ready Financial Report
Turn raw P&L data into a polished PDF board pack with commentary, trend charts, and KPI scorecards.
🏛️
Pro
New
M&A
M&A Data Room Audit
AI-accelerated data room analysis. Upload documents — receive gap analysis, red flags, and QoE summary.
3 Ways to Work With Us
Our senior CFOs leverage cutting-edge analytics to evolve your financial strategy, unlock hidden value, and move you ahead of the competition.
- Self-serve analytical tools for finance teams
- No coding required — upload data, get results
- Free and Pro tiers available
Deliverables: Charts, dashboards, forecasts, PDF reports
- One-off projects — M&A, due diligence, valuation, restructuring
- For founders, investors, and corporates
Deliverables: Valuation reports, data room audits, QoE analysis, integration plans
- Fractional CFO support for high-growth companies
- Financial infrastructure, fundraising prep, board reporting
Deliverables: Financial model, investor decks, KPI frameworks
👔