AI-Powered Financial Intelligence

Your CFO.
Always on.
Always ahead.

Financial dashboards, cash flow forecasting, and investor-ready reports. Built for startups and growing businesses that need CFO-level strategy without the CFO price tag.

$15B+ TAM in advisory market
6M+ Businesses underserved
80% CFO tasks automated
Financial Command Center Health: A
Cash Position
$847K
+12.3% vs last month
Monthly Burn
$62K
+4.1% vs last month
Runway
13.6 mo
Healthy
MRR Growth
$128K
+8.7% MoM
Revenue vs Expenses (12 mo)
Cash collection slowed from 32 to 47 days. Recommend follow-up on aging invoices.
Platform

Everything a $15K/mo CFO does. Automated.

Connect your books. Get dashboards, forecasts, and board-ready reports in minutes, not weeks.

Cash Flow Forecasting

Rolling 13-week forecasts updated weekly. Three-scenario models with Monte Carlo simulation. Predict cash crunches 60-90 days before they hit.

Board-Ready Reports

Monthly financials with executive summary, P&L analysis, and KPI dashboard. Auto-generated and branded. One click to PDF.

Real-Time Dashboards

Revenue trends, expense breakdowns, burn rate, runway, unit economics, CAC, LTV, and margins by product line. All live.

Revenue Modeling

SaaS (MRR, churn, expansion), service-based, product, and marketplace models. Scenario builder with waterfall charts and cohort analysis.

KPI Tracking

MRR/ARR growth, CAC and LTV, gross margin, net revenue retention, Rule of 40. Customizable targets with trend alerts.

Investor Hub

Generate investor update emails, quarterly board decks, and fundraise summaries directly from your financial data. Always current.

Process

From connected books to CFO-level insight in minutes

No spreadsheets. No waiting for monthly reports. Connect once, see everything.

Connect Your Books

Link QuickBooks, Xero, or bank accounts via Plaid. All financial data auto-ingested nightly. AI categorizes and cleans every transaction.

See Your Financial Future

Dashboards populate instantly. Cash flow forecasts update weekly. Three-scenario models show you optimistic, base, and conservative paths forward.

Act on Proactive Insights

AI surfaces concentration risks, slowing collections, runway warnings, and hiring impact models before you ask. Your financial co-pilot never sleeps.

Your AI sees what spreadsheets can't

Proactive intelligence that surfaces risks and opportunities from your financial data. Not just dashboards. Judgment.

"Your largest customer represents 35% of revenue. Concentration risk is elevated."
"Cash collection has slowed from 32 to 47 days. Aging receivables need attention."
"At current burn rate, you have 8.3 months of runway. Extending to 12 months requires reducing burn by $18K/mo."
Pricing

CFO-level insight at a fraction of the cost

From solo founders to scaling teams. Every plan includes AI-powered dashboards, forecasting, and reporting.

Starter
$149/mo

Essential financial visibility for early-stage businesses

  • Financial Command Center
  • Cash Flow Forecaster
  • Burn Rate & Runway
  • Template Library
Growth
$349/mo

Full financial intelligence for scaling companies

  • Everything in Starter
  • Revenue Modeling Engine
  • Investor Report Generator
  • Budget Planner
  • KPI Tracker
Scale
$749/mo

White-label ready with premium support

  • Everything in Growth
  • White-Label Branding
  • Custom KPIs & API
  • Priority Support
Enterprise
Custom

Dedicated CFO advisor and custom integrations

  • Everything in Scale
  • Dedicated Senior CFO
  • Quarterly Strategy Calls
  • Fundraising Prep
  • Board Deck Generation

Your bookkeeper looks backward. We look forward.

CFOTechStack gives growing businesses the financial intelligence that used to require a $250K hire. Connect your books, see your future.