FinanceOS · AI Finance Intelligence
Your financial data should tell you what matters.
Ask direct questions and get concise, CFO-quality analysis — every answer linked to the transactions, reports, and assumptions behind it.
Cash declined $263K in August, primarily for three reasons:
- 1. Payroll timing — $148K
August included three payroll runs instead of two. - 2. Annual software renewals — $92K
AWS Enterprise and Salesforce renewed during the month. - 3. Slower collections — $71K
Three enterprise invoices moved into September.
CFO view
The decline is mostly timing-related rather than structural. Collections require attention, but the current forecast remains above the minimum cash threshold.
The problem
Answers shouldn't wait for the next analyst request.
- Simple questions take days to answer
- Insights buried in exports and pivot tables
- Leadership can't self-serve financial context
- Generic AI answers without evidence
Capabilities
What AI Finance Intelligence in FinanceOS does.
Ask in plain language
Why did margin drop? Which customers drove the miss?
Evidence-linked answers
Every response cites the underlying data.
Proactive insights
Surfaces trends, risks, and anomalies before you ask.
Decision support
Scenario and what-if analysis for leadership decisions.
Learns your business
Grounded in your chart of accounts, entities, and history.
Permission-aware
Users only see the data they are allowed to see.
How it works
01
Connect
Your financial data in FinanceOS.
02
Ask
Questions in plain language.
03
Verify
Review the evidence behind each answer.
04
Act
Share insights and decide faster.
Outcomes
- Faster answers for leadership
- Less ad-hoc analyst work
- Earlier warning of risks
- Decisions backed by evidence
- Better board preparation
- More time for strategy