Related Products
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About
Consultative expertise combined with a first-class Excel tool that lets you really get hold of financials. For both startups and established businesses, and anyone else in between, it’s a winning mix of knowledge and technology. Bespoke financial modelling that meets your specific requirements for forecasting. Get better forecasts and improved accuracy in predicting your position. Produce the exact format that you require for your reports. Provide financial clarity with polished and professionally presented forecasts. Demonstrate your financial credentials by presenting your forecasting in precisely the right way that banks and other sources of investment capital want to see it. Get polished and professional reports with a wizard approach to printing that generates quality reports with ease and avoids the stress of formatting spreadsheets for print. Trust in our expertise and technology to provide a solid process and sound numbers that lets you make the right impact.
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About
cfo.ai is an AI-powered financial planning and analysis platform that provides businesses with an autonomous AI CFO named Ari. The software connects to accounting systems, bank accounts, payroll applications, billing platforms, and other business data sources to build and maintain a centralized financial model. Its AI capabilities help users analyze financial performance, investigate budget variances, monitor cash flow, and generate financial forecasts through natural language conversations. Ari proactively identifies important financial changes, alerts users to emerging trends, and prepares financial reports and board presentations. The platform uses a deterministic calculation engine with source-level traceability to support accurate financial modeling and transparent analysis. cfo.ai also provides scenario planning, financial dashboards, automated data synchronization, and integrations with external AI assistants through Model Context Protocol (MCP).
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Platforms Supported
Windows
Supported
Mac
Not Supported
Linux
Not Supported
Cloud
Not Supported
On-Premises
Not Supported
iPhone
Not Supported
iPad
Not Supported
Android
Not Supported
Chromebook
Not Supported
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Platforms Supported
Windows
Not Supported
Mac
Not Supported
Linux
Not Supported
Cloud
Supported
On-Premises
Not Supported
iPhone
Not Supported
iPad
Not Supported
Android
Not Supported
Chromebook
Not Supported
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Audience
Companies and enterprises in need of a solution to build their own integrated Excel financial model
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Audience
Startup founders, CEOs, chief financial officers, fractional CFOs, finance directors, FP&A teams, controllers, chiefs of staff, business owners, investors, and growing companies seeking AI-powered financial modeling, automated reporting, cash flow forecasting, scenario planning, financial analysis, and proactive financial intelligence
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Support
Phone Support
Not Supported
24/7 Live Support
Supported
Online
Supported
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Support
Phone Support
Not Supported
24/7 Live Support
Not Supported
Online
Supported
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API
Offers API
Not Supported
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API
Offers API
Not Supported
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Screenshots and Videos |
Screenshots and Videos |
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Pricing
No information available.
Free Version
Not Supported
Free Trial
Not Supported
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Pricing
No information available.
Free Version
Not Supported
Free Trial
Not Supported
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Reviews/
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Reviews/
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Training
Documentation
Supported
Webinars
Not Supported
Live Online
Not Supported
In Person
Supported
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Training
Documentation
Not Supported
Webinars
Not Supported
Live Online
Supported
In Person
Not Supported
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Company InformationFD4Cast
United Kingdom
fd4cast.co.uk
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Company Informationcfo.ai
Founded: 2020
United States
cfo.ai/
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Alternatives |
Alternatives |
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Categories |
Categories |
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Budgeting Features
"What If" Scenarios
Supported
Asset Planning
Supported
Balance Sheet
Supported
Capital Asset Planning
Not Supported
Cash Management
Supported
Consolidation / Roll-Up
Not Supported
Forecasting
Supported
General Ledger
Not Supported
Income Statements
Supported
Multi-Company
Not Supported
Multi-Department / Project
Not Supported
Profit / Loss Statement
Not Supported
Project Budgeting
Not Supported
Run Rate Tracking
Not Supported
Version Control
Not Supported
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Integrations
Gusto
Not Supported
HubSpot CRM
Not Supported
HubSpot Marketing Hub
Not Supported
HubSpot Sales Hub
Not Supported
Model Context Protocol (MCP)
Not Supported
NetSuite
Not Supported
QuickBooks Online
Not Supported
Rippling
Not Supported
Stripe
Not Supported
Xero
Not Supported
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Integrations
Gusto
Supported
HubSpot CRM
Supported
HubSpot Marketing Hub
Supported
HubSpot Sales Hub
Supported
Model Context Protocol (MCP)
Supported
NetSuite
Supported
QuickBooks Online
Supported
Rippling
Supported
Stripe
Supported
Xero
Supported
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