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Average Ratings 0 Ratings

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features
design
support

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Write a Review

Description

CFO Silvia is an AI-driven financial intelligence platform that acts as a personal CFO for modern investors. It centralizes financial data by connecting banking, brokerage, crypto, loan, and asset accounts into a single, real-time view. CFO Silvia tracks net worth changes, investment performance, and asset values automatically. Through conversational chat, users can ask CFO Silvia questions about their finances and receive context-aware insights. The platform identifies risks such as overexposure, unnecessary fees, tax drag, and inefficient cash allocation. CFO Silvia enables users to run detailed scenario analyses to model future financial outcomes. It leverages real-time financial data and web research to generate actionable reports. Strong encryption and read-only access ensure user data remains secure. CFO Silvia removes the need for spreadsheets and fragmented tools. It gives users clarity and confidence over their entire financial picture.

Description

Orla functions as the automated financial manager for a business, with your team executing a single mandate that outlines individual and agent payment permissions, along with specifications for additional signatories. Within this system, supplier invoices received via email are transformed into drafts with set due dates, while invoices are marked as settled automatically upon fund transfer, and financial records from banks, exchanges, and wallets are consolidated into one streamlined ledger. Beyond this framework, Orla consults the appropriate stakeholders for any necessary decisions. At the end of each month, the process culminates in a secure closure, generating files that are readily accessible for your accountant's review. This seamless integration not only enhances efficiency but also ensures accuracy in financial management.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

No images available

Integrations

Charles Schwab Yes 
Coinbase Yes 
Fidelity Yes 
J.P. Morgan Payments Platform Yes 
Redfin Yes 
Robinhood Yes 
Vanguard Yes 
Zillow Yes 

Integrations

Charles Schwab No 
Coinbase No 
Fidelity No 
J.P. Morgan Payments Platform No 
Redfin No 
Robinhood No 
Vanguard No 
Zillow No 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Pricing Details

$25/month
Free Trial No 
Free Version Yes 

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

Customer Support

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

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) No 
In Person No 

Vendor Details

Company Name

CFO Silvia

Founded

2025

Country

United States

Website

www.cfosilvia.com

Vendor Details

Company Name

Digital Flow Pte. Ltd.

Founded

2023

Country

Singapore

Website

www.orla.finance/

Product Features

Product Features

Accounts Payable

Approval Process Control No 
Bank Reconciliation No 
Cash Management No 
Check Writing No 
Duplicate Payment Alert No 
Fraud Detection No 
General Ledger Entry No 
Vendor Management No 

Alternatives

WealthNX Reviews

WealthNX

WealthNX AI

Alternatives

No Alternatives