Operate
Know your numbers without chasing spreadsheets.
An agent that tracks your burn rate, models runway scenarios, and surfaces financial risks before they become emergencies. Always-on financial intelligence for founders and finance teams.
What it does
Burn rate tracking
Monitors your spend in real time. Knows exactly how much cash is going out and where.
Runway modelling
Calculates current runway and projects it forward under different growth and hiring scenarios.
Scenario analysis
Models what-if scenarios — new hires, pricing changes, market shifts — so you see the financial impact before committing.
Threshold alerts
Flags when spending exceeds budgets, runway drops below targets, or unit economics trend the wrong way.
Financial snapshots
Generates weekly or monthly financial summaries with key metrics, trends, and variance analysis.
Cash flow intelligence
Tracks accounts receivable, accounts payable, and payment patterns. Surfaces cash flow risks that need attention.
How it works
Connect your financial data sources — bank accounts, billing systems, accounting tools.
The agent ingests transactions, categorises spend, and builds a daily financial model.
It runs daily, updating burn rate, runway projections, and key financial metrics.
You get weekly summaries and instant alerts when something needs your attention.
Pick your stack
Each blueprint comes pre-configured with agents and integrations. Choose the one that matches your tools.
AI CFO - QuickBooks
Monitors cash flow, categorises expenses, flags anomalies, and generates weekly financial summaries from QuickBooks.
AI CFO - Xero
Monitors cash flow, categorises expenses, flags anomalies, and generates weekly financial summaries from Xero.
AI CFO - FreshBooks
Monitors cash flow, categorises expenses, flags anomalies, and generates weekly financial summaries from FreshBooks.
Ready to put it to work?
Pick a blueprint, connect your tools, and let your agent handle the rest.