Transform chaotic financial data into crystal-clear insights with real-time CFO optics and AI decision engine
The truth about your business, in plain English
Stage
Startup
MVP
Founded
2025
Not given
Based in
US
Not given
Pricing model
Contact for pricing
Free trial
Pricing
Not given
Early access members receive a 14-day free trial. Founding members lock in founding-member pricing when paid plans open. Final pricing to be announced to the waitlist first.
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
Connects to QuickBooks, Square, Shopify and other business tools
Financial Overview showing story behind numbers with action steps
Business Health dashboard with benchmarking against similar businesses
Read-only secure connections with bank-level encryption
Learns business patterns and gets sharper over time
Actionable next steps for every insight
Adapts to specific business type and market
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
Plain English insights instead of dashboards and financial jargon
Built specifically for small businesses, not a one-size-fits-all template
Combines analysis with specific, actionable next steps
Secure read-only connections that never access or move money
Capitalista
LightSignal