AI-Powered Fractional CFO Platform

CFO Intelligence

The complete AI-powered CFO platform. Cash flow management, profitability analysis, business valuation, M&A advisory, capital planning, and more — all in one place.

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CFO Services

Core financial analysis and strategic advisory

Cash Flow Management

AI-powered cash flow analysis, forecasting, and health scoring with 40+ diagnostic questions.

Profitability Analysis

Margin analysis, cost structure optimization, break-even modeling, and product profitability.

Business Valuation

Multi-method valuation (Revenue, EBITDA, DCF, SDE) with value driver analysis and enhancement roadmap.

Capital & Financing

Capital readiness assessment, funding options matching, debt capacity analysis, and loan preparation.

Strategic Advisory

M&A, exit planning, and growth strategy

M&A Advisory

Deal readiness assessment, due diligence checklists, deal structuring, synergy estimation, and integration planning.

Owner Transition

Exit readiness scoring, succession planning, owner dependency analysis, transition timelines, and value gap analysis.

Startup Consulting

Critical metrics tracking, runway calculation, unit economics, risk reduction frameworks, and milestone planning.

AI CFO Consultant

Get instant expert-level financial advice through conversational AI across all CFO domains.

Operations & Controls

Financial operations, compliance, and reporting

Controller Services

Monthly close management, AR/AP dashboards, reconciliation tracking, and financial reporting packages.

Financial Controls

Internal controls assessment, fraud risk analysis, audit readiness, compliance tracking, and policy generation.

Framework Generator

Generate customized financial policies, KPI dashboards, working capital strategies, and credit policies.

Report Generator

Professional reports for boards, investors, lenders, and management teams powered by AI.

CFO Modules

Valuation Methods

40+

Assessment Questions

Month Forecasts

How It Works

Get started in minutes with your AI-powered fractional CFO

Assess

Run assessments across cash flow, profitability, controls, valuation, and more

Analyze

Get detailed insights, scores, benchmarks, and gap analysis across all financial dimensions

Consult

Discuss findings with the AI CFO consultant and explore strategies

Execute

Generate frameworks, roadmaps, reports, and track improvement over time

Ready to transform your financial operations?

Start with a free assessment and unlock your complete CFO Intelligence suite.

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