Runway, burn rate, scenario planning, anomaly detection, AI commentary, and a weekly Finance Brief — all built into your bookkeeping. No spreadsheets. No add-ons. No extra cost.
What's included
Out-of-the-box CFO insights that most apps make you build in spreadsheets or pay extra for.
How many months until your cash runs out — at a glance. 3-month rolling burn, MoM trend, and a clear status badge (profitable / healthy / warning / critical).
Set monthly budgets per category. We track variance in real time with color-coded bars so you catch overspend before month-end, not after.
Catches duplicate charges, vendor spending spikes >50%, and unusually large new-vendor payments automatically. No rules to configure.
"What if I hire someone?" "What if I cut Adobe?" "What if I raise $50K?" Drag the sliders and see your runway change in real time.
MRR, gross margin, burn multiple, net income — with a written take from your AI CFO explaining what changed and what to do.
Every 7 days, your AI CFO emails you the 3 most important things to know about your finances. Personalized, actionable, no fluff.
Live preview
Drag the sliders to see how a new hire, a price change, or a fundraise affects your runway. Real CFOs build this in Excel for hours. We do it in two clicks.
Live preview · Drag the sliders
3 things to know · Sample preview
Adobe + Notion + Figma now $890/mo vs $645 last month. The biggest driver is a new Figma seat. Worth auditing — could you consolidate seats or move to annual billing?
You added $4,200 MRR (great!) but expenses rose $5,800. Net burn widened by $1,600. Watch this trend — two more months and runway drops below 6.
$67,200 cash · $8,000/mo burn. You're in healthy territory but not abundant. Consider locking 1 large contract or trimming $500/mo of non-core SaaS to extend to 9+.
Weekly AI Finance Brief
Most founders don't have time to read every dashboard. Our AI CFO reads your data for you and emails the 3 most important takeaways — what changed, why it matters, and exactly what to do next.
Board / Investor Pack
Click a button → download a PDF with an AI-written Executive Summary, KPI table vs prior month, runway, top expense categories, and flagged anomalies. Ready to email to your board or investors.
One click · Investor-ready · AI-written summary
"Strong revenue month (+12% MoM), but expense growth outpaced it. Margins held at 38%. Runway healthy at 8.4 mo. Single most important action: lock the Q3 enterprise pipeline to push past breakeven."
Why this matters
Connect your bank in 3 minutes. Start with the free plan, upgrade when you need CFO Mode.