Chief Financial Officer
Your CFO
Executive-level financial operations for businesses that can't afford a full-time CFO yet — or tactical automation for the accountant or bookkeeper you already have.
What Your CFO Does
Automated Transaction Categorization
Most purchases, payments, and invoices automatically sorted into the right category, saving you hours of manual work.
Real-Time Financial Dashboards
See your cash flow, profit margins, and burn rate updated live. Know exactly where you stand at any moment.
Expense Tracking & Alerts
Get notified when spending exceeds thresholds, subscriptions renew, or unusual transactions occur. Stay in control.
Cost-Saving Opportunities
Identifies duplicate subscriptions, unused software, and vendor pricing anomalies. Saves you thousands annually.
Tax-Friendly Reports*
Quarterly and annual reports formatted for your CPA. Everything categorized to help with your tax preparation.
Vendor Management
Tracks payment schedules, provides renewal alerts, and flags pricing changes so you're never caught off guard.
What You Get Every Month
Live Financial Dashboard
Real-time view of cash flow, revenue, expenses, and profitability. Always up to date.
Transaction Categorization Report
Most transactions automatically sorted and tagged. Makes tax preparation significantly easier.
Cost-Saving Report
Monthly summary of identified savings opportunities and vendor optimization recommendations.
Expense Insights
Trends, anomalies, and projections. Know where your money goes and why.
Tax-Friendly Reports*
Quarterly summaries formatted for your accountant. Helps reduce last-minute scrambling.
Budget vs. Actual Analysis
Compare planned spending to actual expenses. Stay on track or adjust strategically.
Frequently Asked Questions
Ready for Financial Clarity?
Stop guessing. Start knowing. Your CFO is ready to work 24/7 for your business.
* We are not CPAs and do not provide legal, tax, or financial advice. Please consult with your qualified tax professional.