Transform chaotic financial data into crystal-clear insights with real-time CFO optics and AI decision engine
AI readiness and visibility for growing businesses, in plain English
Stage
Startup
Not given
Founded
2025
Not given
Based in
US
CH
Pricing model
Contact for pricing
Freemium
Pricing
Not given
Free: AI Business Readiness Quiz, AI Visibility Quiz, and AI ROI Calculator. Prompt Packs: from $9.99, instant download. AI Readiness Reports: $27–$47. Atelier websites: $697 (Landing), $1,497 (Brand Site), $2,997 (Authority), $5,997 (Premium).
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
AI ROI Calculator showing time and money savings across 12 industries
Personalized 90-day AI implementation roadmap reports
Atelier bespoke websites with no subscriptions or platform lock-in
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
Founded by Swiss risk analyst with 15 years running corporate risk programs across 50+ countries
Frameworks grounded in peer-reviewed AI research and McKinsey's State of AI report
No subscriptions, no salespeople, no jargon—clarity and plain English only
Atelier websites deliver in 5–30 days with full code ownership and no platform lock-in
Capitalista
Freistyle AI