AI-powered tools built by a practicing CFO. Each one solves a real problem I've faced in the finance seat. Use them free, right in your browser.
Run what-if analysis on revenue, headcount, burn rate, and margin. Upload your own data or use sample datasets, adjust the levers, and download projections as CSV.
Interactive executive dashboard with KPIs, P&L trends, revenue mix, PE scenario analysis, and working capital metrics across multiple portfolio companies.
100+ battle-tested AI prompts for board prep, variance analysis, budget narratives, and investor communications.
AI-guided annual budget construction with driver-based modeling, assumptions tracking, and narrative generation.
13-week rolling cash flow model with AI scenario overlays and automatic sensitivity analysis.
AI-generated financial reports with narrative commentary, variance analysis, and executive-ready formatting.
Drop in your KPIs and let AI draft your board narrative, flag risks, and structure talking points for your next meeting.
Private equity investment modeling with returns analysis, IRR/MOIC calculations, and AI-assisted assumptions benchmarking.
Map and automate repetitive finance workflows using AI, from month-end close checklists to approval routing.