AI CFO for startup financial analysis
Give an AI finance chief your revenue, expenses and cash balance. Review runway, budget assumptions and saved financial reports using computer tools.
Explore this task ↗WORKFLOW COLLECTION
Startup finance workflows and planning tools
Start with the financial question you need to answer. These guides explain which figures to bring, how to compare assumptions and what to check before using a calculation. The runway guide includes a local calculator; financial CSV work requires computer access.
Startup cash runway calculator
Calculate startup runway from cash, monthly revenue and expenses. Change the inputs, inspect net burn and understand the constant-burn assumption.
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Startup budget planning with an AI chief
Build a startup budget from supplied costs and revenue assumptions. Compare a baseline and a leaner spending scenario before committing cash.
Explore this task ↗Startup burn rate analysis
Understand gross and net burn from monthly spending and revenue. Identify what drives cash usage using figures you supply.
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Startup financial scenario planning
Compare baseline, lower-revenue and reduced-spending scenarios using your startup numbers. Inspect the effect on monthly cash usage.
Explore this task ↗Unit economics review for a startup
Review contribution margin and customer acquisition assumptions from your own cost and revenue data. See which inputs are missing.
Explore this task ↗Clean finance CSV data with computer tools
Prepare a supplied financial CSV for analysis. Review dates, currencies, missing values and duplicate rows before calculating totals.
Explore this task ↗Prepare an invoice follow-up plan
Organise unpaid invoices into a reviewable follow-up plan without sending messages or assuming money has arrived.
Explore this task ↗Review expense categories
Prepare category rules for supplied expense records and flag transactions that need a human decision.
Explore this task ↗Audit software subscription costs
Find renewal dates, overlapping software and unused licences from a subscription list you provide.
Explore this task ↗Reconcile two supplied revenue exports
Compare revenue records from two supplied files and investigate mismatches before preparing totals.
Explore this task ↗Analyse a proposed pricing change
Compare a specific price change using supplied volume and cost assumptions, keeping uncertain demand effects visible.
Explore this task ↗Compare payment processing fees
Calculate fee differences from provider terms and your supplied transaction profile without claiming live provider integration.
Explore this task ↗Build a financial report review checklist
Prepare a checklist for checking period, sources, formulas and assumptions before circulating a financial draft.
Explore this task ↗Model customer payment delays
Inspect how supplied payment-delay scenarios change a cash timeline without treating invoices as cash already received.
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