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Average Ratings 0 Ratings

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features
design
support

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Description

Utilise a financial modelling tool to forecast your cash flow, build budgets, create business plans, and model multiple scenarios.

Description

cfo.ai is an AI-powered financial management and FP&A platform designed to help founders, executives, and finance teams understand business performance and make informed financial decisions. Its AI CFO, Ari, connects to accounting, banking, payroll, billing, CRM, and business intelligence systems to consolidate financial information into a continuously updated model. Supported integrations include QuickBooks, Xero, NetSuite, Stripe, Rippling, ADP, Mercury, Salesforce, HubSpot, and other business applications. The platform uses a proprietary modeling infrastructure called REAM to organize financial data into structured relationships that AI agents can query and analyze. Users can ask natural language questions about revenue, expenses, profitability, cash flow, customer retention, and other financial metrics. Ari automatically investigates financial variances, traces calculations to underlying transactions, and identifies changes that may require management attention. Financial planning capabilities include scenario modeling, budgeting, forecasting, headcount planning, and analysis of different business decisions. The platform also automates board reporting, financial summaries, and proactive notifications about important business developments. cfo.ai supports MCP integrations with AI development tools, maintains auditable calculation histories, and uses read-only connections to protect source financial systems.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Xero Yes 
Crunch Accounting Yes 
Gusto No 
HubSpot CRM No 
HubSpot Marketing Hub No 
HubSpot Sales Hub No 
Model Context Protocol (MCP) No 
NetSuite No 
QuickBooks Online No 
Rippling No 
Stripe No 

Integrations

Xero Yes 
Crunch Accounting No 
Gusto Yes 
HubSpot CRM Yes 
HubSpot Marketing Hub Yes 
HubSpot Sales Hub Yes 
Model Context Protocol (MCP) Yes 
NetSuite Yes 
QuickBooks Online Yes 
Rippling Yes 
Stripe Yes 

Pricing Details

$42
$42 monthly
Free Trial Yes 
Free Version Yes 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours No 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) No 
In Person No 

Types of Training

Training Docs No 
Webinars No 
Live Training (Online) Yes 
In Person No 

Vendor Details

Company Name

Brixx Software

Founded

2002

Country

United Kingdom

Website

brixx.com

Vendor Details

Company Name

cfo.ai

Founded

2020

Country

United States

Website

cfo.ai/

Product Features

Sales Forecasting

Competitor Analysis Yes 
Correlation Analysis Yes 
Dashboard Yes 
Dynamic Modeling Yes 
Exception Reporting No 
Graphical Data Presentation Yes 
Modeling & Simulation Yes 
Performance Metrics Yes 
Sales Trend Analysis Yes 
Statistical Analysis Yes 

Alternatives

Alternatives

Finmark Reviews

Finmark

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