Related Products
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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.
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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.
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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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
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Audience
Finance and treasury teams at mid-market to large companies that need real-time cash visibility, automation, and smarter cash management without spreadsheets
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Support
Phone Support
24/7 Live Support
Online
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Support
Phone Support
24/7 Live Support
Online
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API
Offers API
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API
Offers API
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Screenshots and Videos |
Screenshots and Videos |
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Pricing
No information available.
Free Version
Free Trial
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Pricing
No information available.
Free Version
Free Trial
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Reviews/
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Reviews/
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Training
Documentation
Webinars
Live Online
In Person
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Training
Documentation
Webinars
Live Online
In Person
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Company InformationCFO Silvia
Founded: 2025
United States
www.cfosilvia.com
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Company InformationPanax
Founded: 2022
United States
www.thepanax.com
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Alternatives |
Alternatives |
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Categories |
Categories |
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Integrations
Charles Schwab
Coinbase
Fidelity
J.P. Morgan Payments Platform
Microsoft Dynamics 365
NetSuite
PayPal
Redfin
Robinhood
SAP Access Control
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Integrations
Charles Schwab
Coinbase
Fidelity
J.P. Morgan Payments Platform
Microsoft Dynamics 365
NetSuite
PayPal
Redfin
Robinhood
SAP Access Control
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