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AI CFO for SMBs

Your AI CFO for cash flow, collections, and financial clarity.

Connect your invoices and bank data. Get runway forecasts, payment risk alerts, and AI-generated collection follow-ups in minutes.

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Happy CFO
Overview
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Cash Flow
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AI CFO Chat
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JD
Jane Cooper
Acme Consulting
Overview
Your financial command center
May 18 – Jun 18, 2024
Cash balance
€128,750
↑ 8.2% vs last 30 days
Cash in (30 days)
€213,540
↑ 15.3% vs last 30 days
Cash out (30 days)
€156,320
↑ 6.1% vs last 30 days
Runway
4.2 months
↑ 0.8 vs last 30 days
Cash flow forecast
Best caseBase caseWorst case
€200K€150K€100K€50K€0May 18Jun 1Jun 15Jun 29Jul 13Jul 27Aug 10Aug 24
⚠ AttentionYour cash will drop below €50K in 68 days in the worst case scenario.View details
AI CFO Briefing
Your cash position is stable, but collections risk is increasing. Overdue invoices are 22% of monthly revenue. Focus on collections this week.
Top priorities
1Follow up with Acme ABOverdue 34 days
2Review contractor spendHigh spend
3Delay software renewalsSave €1,240
4Prepare for payroll on May 31In 13 days
All-in-one financial operating system

Everything you need to run your finances.

Cash dashboard
See your cash position, runway, and risks at a glance.
Invoice tracker
Track invoices, flag overdue payments, and generate follow-ups.
Forecast
30/60/90-day cash flow forecasting with scenario planning.
AI CFO chat
Ask anything about your finances and get AI-powered answers.
Collections AI
Generate personalized, high-converting follow-up messages.
Weekly briefing
Get an AI-generated CFO summary with risks and action items.