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What We Build · AI Financial Analyst

AI Financial Analyst

  • CFOs and Controllers
  • FP&A Teams
  • Holding Companies
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01

What It Is

Give your company an AI analyst that knows your numbers and business.

Your AI works from your financial data, like a member of your finance team.

  • An AI Financial Analyst

    Claude, ChatGPT or Gemini, working from your real numbers, not guesses.

  • One Approved Source

    Every entity’s ERP data in one place, tied to agreed definitions.

  • Reporting on Autopilot

    Live dashboards and board-ready financials that build themselves.

02

The Product

Home screen: EBITDA, revenue, gross margin and free cash flow against plan, with charts of EBITDA by segment and revenue by month. Sample data.
Home KPIs against plan refresh from your ERP automatically, with every figure tied to an approved definition.
Ask AI screen: a question about last year’s EBITDA against plan, answered from approved metric definitions with its source shown. Sample data.
Ask AI Ask a finance question in plain English. AI answers from approved numbers and shows its source.
03

How It Works

Built for Your Business

We build a custom version around your ERP, data and AI tools.

  • You own it

    Hosted in your accounts, under your name.

  • AI done safely

    Permissions you control. Your data stays yours.

  • One fixed price

    Scoped up front. We stay on to run it.

Find out where AI fits in your business.

Book a Call

A free call with our team. You’ll leave with a clear first step.