CFO Intelligence Agent

Price

$799/mo

Setup Time

3 days

ROI

CFO-level insight at 1% of CFO cost, cash shortfalls caught 30 days in advance

Effort

Done for you

1%

CFO Cost

of hiring a full-time CFO

30 days

Cash Warning

before shortfall hits

Same day

Monthly Close

vs 5 business days avg

Connect QuickBooks or Xero — AI reads 24 months of historical financial data

Builds your financial model with actuals, rolling 90-day forecast, and variance vs plan

Monthly CFO report delivered plus real-time Telegram alerts for cash threshold events

What is the CFO Intelligence Agent workflow?

SMBs can't afford a full-time CFO, so founders make financial decisions blind — no cash flow forecast, no variance analysis, no burn rate tracking. This AI connects to QuickBooks or Xero, runs monthly financial analysis including a 90-day cash flow forecast, burn rate, revenue variance vs plan, expense categories, and collections aging — delivering a CFO-quality monthly report plus real-time alerts when cash dips below threshold.

How much does CFO Intelligence Agent cost?

CFO Intelligence Agent starts $799/mo (per company). This is a done-for-you service — we build and run the workflow for you.

How long does it take to set up CFO Intelligence Agent?

Setup takes 3 days. From form submission to a live, working workflow.

Who is CFO Intelligence Agent designed for?

CFO Intelligence Agent is built for: Startup Founders, SMB Owners, E-Commerce Businesses, Agency Owners, SaaS Companies under $5M ARR.

What is the ROI of CFO Intelligence Agent?

CFO-level insight at 1% of CFO cost, cash shortfalls caught 30 days in advance