/01
Create an interactive financial plan.
Go beyond a static spreadsheet. Our agent can help build, manage, and transform your financial plan into an interactive decision guide.
Model & analyze ↗
Get things done
AI Agent forFinance Tasks
Send investorupdate
Prepare Boardsummary
Manage captable
Apply fora loan
Prepare taxinformation
You may have a great team or advisor to take care of tasks like these.
If you don’t, try our AI agent platform!
We offer an integrated suite of capabilities to plan, capitalize, manage, and report for small and mid-sized businesses.
Our visionAnytime AI Assistant
A single platform
for common finance tasks.
for common finance tasks.
Workflows / Insights / Models
[ A MORE INTELLIGENT WAY TO WORK ]↓ SCROLL TO EXPLORE
[ What we’re building ]
More than answers.A task assistant.
We’re building finance-domain agents to help small and mid-sized companies plan, capitalize, manage, and report—so you have more time to build your business.
/02
Summarize and share your business information.
Our agent connects to and presents data for loan applications, investor updates, and management reporting to save you significant time and effort.
Automate &
report ↗
report ↗
/03
Automate periodic tasks.
Manage your cap table, prepare information for tax filing, and complete other infrequent tasks in our agent platform.
Plan & manage ↗
[ The people behind it ]
Built by people whoknow the numbers.
20+
Years in finance, accounting & CFO operations
Our team brings deep experience across finance, accounting, CFO operations, and capital markets—combined with a passion for making powerful software feel simple.
We’ve already built tools that help businesses model their future and understand their performance. Now we’re bringing that foundation into a more intelligent, task-oriented agent.
[ Our Products ]
Multiple tasksUnified agent.
We are building an agent framework and specialized applications for your most common finance tasks. Compile information to raise capital, update a cap table, send an investor update, prepare tax information, and other common tasks that take too much time and effort. Prompt to done!