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About

CFO Silvia is an AI-powered personal CFO designed to help individuals track, understand, and optimize their entire financial life in one place. It connects to thousands of bank accounts, crypto wallets, trading platforms, and also tracks physical assets like real estate, vehicles, and collectibles. CFO Silvia provides real-time insights into net worth, portfolio performance, and asset allocation through a clean, intuitive dashboard. Users can chat with CFO Silvia to receive personalized insights on investments, taxes, risk exposure, and cash management. The platform continuously scans portfolios for costly issues such as high fees, concentration risk, and idle cash. CFO Silvia also supports scenario analysis, allowing users to explore “what if” financial outcomes using current market data. Built with bank-level security, CFO Silvia prioritizes privacy and protection across every interaction.

About

Panax is an AI-native cash management software that frees finance and treasury teams from manual work by unifying data from all banks, ERPs, and payment tools into a single real-time view with built-in AI insights to improve efficiency, liquidity control, and risk management. It automates key treasury tasks such as transaction categorization, reconciliation, forecasting, reporting, and cash application, replacing error-prone spreadsheets and manual bottlenecks while giving teams strategic clarity and confidence in decision-making. Panax delivers real-time cash positioning, predictive cash forecasting, proactive alerts and insights, and seamless connectivity to global banks, ERPs, and payment systems. Its AI agents and conversational AI assistant provide enriched forecasts, surface anomalies, and help anticipate cash shortfalls so teams can act before issues arise.

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

CFO Silvia is ideal for investors, entrepreneurs, and high-net-worth individuals who want a secure, AI-powered way to track assets and gain personalized financial insights in one place

Audience

Finance and treasury teams at mid-market to large companies that need real-time cash visibility, automation, and smarter cash management without spreadsheets

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

Pricing

No information available.
Free Version
Free Trial

Pricing

No information available.
Free Version
Free Trial

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

CFO Silvia
Founded: 2025
United States
www.cfosilvia.com

Company Information

Panax
Founded: 2022
United States
www.thepanax.com

Alternatives

Alternatives

Asseta

Asseta

Asseta.ai

Categories

Categories

Integrations

Charles Schwab
Coinbase
Fidelity
J.P. Morgan Payments Platform
Microsoft Dynamics 365
NetSuite
PayPal
Redfin
Robinhood
SAP Access Control
Sage 100
Stripe
Vanguard
Zillow

Integrations

Charles Schwab
Coinbase
Fidelity
J.P. Morgan Payments Platform
Microsoft Dynamics 365
NetSuite
PayPal
Redfin
Robinhood
SAP Access Control
Sage 100
Stripe
Vanguard
Zillow
Claim CFO Silvia and update features and information
Claim CFO Silvia and update features and information
Claim Panax and update features and information
Claim Panax and update features and information