AI CFO copilot: analysis grounded in your ledger
A financial copilot grounded in your posted ledger: trustworthy narrative, KPIs, runway and scenarios — never a guessing chatbot.
The CFO Agent is analysis you can trust because it is grounded in the posted ledger, not a chatbot guessing. It writes a deterministic plain-English period narrative, tracks KPIs and runway, models scenarios and assembles board-ready reports.
It is advisory by design: it explains and recommends, but the decisions stay with the humans running the business.
What it does
- Produce a deterministic period narrative with threshold-chosen tone — no hallucination.
- Track KPIs, cash runway and the integrity signals (trial-balanced, audit-chain intact).
- Model and save FP&A scenarios for comparison.
- Surface the needs-attention feed alongside the numbers.
- Answer questions about the books with evidence links back to the source.
How it works
Ground
Every figure traces to the posted ledger, so the narrative is reproducible, not invented.
Explain
Plain-English commentary, KPIs and scenarios are produced for the period.
Advise
Recommendations are surfaced for a human decision — the agent does not act on strategy.
The human boundaryThe CFO Agent is advisory: it analyses and recommends, but strategic decisions require a human.
Every agent operates under the same controls: confidence scores, evidence links and an immutable audit trail. See how they work together across the platform, or explore the full agent roster.