Transform chaotic financial data into crystal-clear insights with real-time CFO optics and AI decision engine
Stock research on primary sources with an AI analyst that cites every figure
Stage
Startup
Not given
Founded
2025
Not given
Based in
US
Not given
Pricing model
Contact for pricing
Freemium
Pricing
Not given
Free: 100 API requests/day, ALVIS access, SEC filings and earnings intelligence. Plus: $9.99/month with 100 ALVIS credits weekly, 10,000 API requests/day, delayed stock prices and indicative option quotes. Pro: $19.99 first month, then $49.99/month with 1000 ALVIS credits weekly, real-time stock and
Key features
Real-time cash flow tracking and 13-week runway forecast
Profit and loss analysis by product, customer, or region
Working capital cycle management to free up trapped cash
Automatic variance alerts with root cause analysis
Six-month rolling forecast with stress testing
Priority scorecard scoring issues by cash impact and urgency
Subscription health and unit economics tracking
Sales pipeline analysis with conversion tracking
Cap table, fundraising dilution, and valuation modeling
Over 100 accounting and payment system integrations
SEC filings full-text and semantic search
Earnings-call transcripts with speaker attribution and audio
13F institutional holdings tracked over time
ALVIS AI analyst with source citations
MCP server and REST API integration
AI stock screener with plain English queries
Supply chain tracking including private companies
Pro Trackers: turn websites into verified datasets
International listings for European, Chinese and Hong Kong stocks
Index rebalancing forecasts and probabilities
What makes it different
Industry-specific financial analysis instead of generic templates
AI-powered pattern recognition from twenty years of financial expertise
Plain English explanations instead of accounting jargon
Action-focused recommendations with reasoning
Fractional CFO service included in platform access
Every extracted figure cites its source filing
Primary-source data parsed from original filings, never third-party estimates
Open-source foundation with publicly available code
Data available through CSV exports for Excel and Google Sheets
Capitalista
Equibles