Transform chaotic financial data into crystal-clear insights with real-time CFO optics and AI decision engine
Find the details that cost you customers.
Stage
Startup
Not given
Founded
2025
Not given
Based in
US
US
Pricing model
Contact for pricing
Freemium
Pricing
Not given
Essentials: $245/mo per entity. Growth: $445/mo per entity. Intelligence: custom pricing. Portfolio plans start from $1,500/mo. One entity is $245/mo on Essentials. Three is $735/mo. From the fourth entity you move to a Portfolio plan, from $1,500/mo.
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
Free Rapid Scan: three personalized insights in 30 seconds
Full Diagnostic: 50-point analysis across five pillars in under 24 hours
Truth Cards: findings with evidence, competitor comparison and revenue impact
Concept Studio: develop product concepts with renderings and cost models
Simulation Engine: test concepts with synthetic buyer panel
12 strategy and drafting agents for work preparation
Competitor monitoring across up to 10 direct competitors
Integration with Shopify and Google Business Profile
White-label reports for agencies on Growth and Intelligence plans
API access on Intelligence plan
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
Analyzes 5,000+ market signals with direct competitor benchmarking
Every recommendation backed by evidence with estimated monthly revenue impact
30-Day Truth Guarantee: second month free if no gap worth more than monthly plan is found
End-to-end workflow from diagnosis to AI-assisted work preparation
No integrations required: starts with just a business URL
Capitalista
Ontevo