Your Virtual CFO — Reviewing the Books Every Single Day.
A strategic-level AI advisor that reads your real ledger, spots trends, suggests adjustments, and tells you when something looks off — in plain language.
No credit card needed
How it works
Three steps from signing up to seeing results.
Reads your live ledger
No CSV uploads. The CFO agent operates on your actual posted bookings, in real time.
Daily review
Cash position, runway, gross margin, expense outliers, customer concentration — checked every morning.
Talks to you
Ask anything in chat. Get an opinion, a forecast or a corrective journal entry suggestion.
What you get
-
Trained as a Swiss Treuhänder — speaks the local accounting language
-
Conversational: ask "why did margin drop in Q2?" and get a real answer
-
Suggests journal-entry corrections — you approve or reject
-
Cash-flow projections based on your real receivables and payables
-
Monthly executive summary delivered by email
-
Full conversation history kept for context
Ready to try it?
Free trial, no credit card. Set up your tenant in five minutes and see it work on your real data.