The CFO Stack is an autonomous AI financial officer for high-growth companies. It connects to your books, monitors your cash, flags anomalies, and delivers board-ready intelligence every Monday morning — without you logging into a dashboard. Not a tool you use. An agent that works for you.
Set up in minutes · First briefing within 24 hours
You get the deliverables of a CFO — without the overhead of one. Here is what the Stack does every week.
Every week, the CFO Stack analyzes your books and delivers a financial briefing — cash position, burn trajectory, risks, and recommended actions. You read it. The work is already done.
Automated alerts surface concentration risks, slowing collections, and runway warnings before they become decisions. You do not check the numbers — they come to you.
Rolling 13-week cash flow forecasts, three-scenario financial models, and board-ready analysis. Not a snapshot — a continuous view of your financial future, updated every week.
Investor updates, board decks, and fundraise readiness scores — generated directly from your financial data. You arrive at every meeting with information your counterparts spent weeks building.
Connect QuickBooks, Xero, or Plaid once. Briefings arrive in your inbox. The dashboard is there when you want it — but the insight is delivered to you regardless.
Every briefing teaches you something about your business. The Stack builds context over time — patterns, benchmarks, and trend analysis that compound into sharper decisions every quarter.
No spreadsheets. No waiting for monthly reports. Connect once, see everything.
Link QuickBooks, Xero, or bank accounts via Plaid. All financial data auto-ingested nightly. AI categorizes and cleans every transaction.
Dashboards populate instantly. Cash flow forecasts update weekly. Three-scenario models show optimistic, base, and conservative paths forward.
AI surfaces concentration risks, slowing collections, runway warnings, and hiring impact models before you ask. Your financial co-pilot never sleeps.
Proactive intelligence that surfaces risks and opportunities from your financial data. Not just dashboards. Judgment.
Three CFO-grade diagnostic tools — Financial Health Scorecard, Cash Flow Forecaster, and Fundraise Readiness Score. Run any of them in under 5 minutes. No account needed. These are the entry point to the full platform.
Enter five numbers. Get a complete financial health score with specific recommendations. The same analysis a CFO runs on their first day.
Run Assessment →Build a 13-week rolling cash flow forecast in minutes. Three scenarios, Monte Carlo simulation, and downloadable outputs — free.
Run Assessment →Score your investor-readiness before your next raise. Know your strengths, expose the gaps, and walk into every investor meeting prepared.
Run Assessment →"The free tools alone are better than most paid CFO software. When I saw the full Stack, there was no question." — Founder, Series A
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The CFO Stack delivers the financial intelligence, weekly briefings, and proactive analysis that keep you ahead. Set up in minutes. Running forever.
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Your CFO is ready. Weekly briefings, forecasts, and alerts — automated.