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What is cfo.ai?

cfo.ai is an AI-powered financial planning, analysis, and business intelligence platform that provides organizations with a virtual CFO assistant named Ari. The software connects to existing accounting, banking, payroll, billing, CRM, and data warehouse systems to consolidate financial and operational information. Its integrations include QuickBooks, Xero, NetSuite, Stripe, Paddle, Rippling, ADP, Mercury, Brex, Salesforce, HubSpot, Snowflake, and other supported applications. Ari automatically builds and maintains financial models using synchronized business data, reducing the need for manual spreadsheet updates and repetitive data reconciliation. The platform uses REAM, a financial modeling infrastructure designed for AI agents, to represent complex financial relationships and support efficient analysis across multiple business dimensions. Its deterministic calculation engine performs financial computations independently of language models and maintains traceability from reported figures to their underlying source records. Users can ask questions about revenue, profitability, operating expenses, cash flow, recurring revenue, customer retention, and budget performance through a conversational interface. Automated variance analysis identifies differences between actual and planned results, explains contributing factors, and links findings to relevant financial transactions. Scenario planning capabilities allow businesses to evaluate hiring decisions, operating cost changes, revenue assumptions, and other strategic choices before committing resources. Ari also generates financial forecasts, board meeting materials, management reports, and proactive alerts when important metrics change or reporting deadlines approach. Additional features include automated data synchronization, financial dashboards, auditable change histories, reversible model updates, view-only sharing, and Model Context Protocol integrations with AI tools such as Claude Code and Codex.

What is Jirav?

Utilizing cloud-based solutions for financial planning and analysis enables you to assess your business’s financial health in real-time, facilitating more informed decision-making. Jirav integrates both financial and operational data, providing a streamlined approach to analyzing past performance and predicting future cash flows, revenues, workforce needs, expenses, and bookings. This capability enhances your insights, empowering you to identify discrepancies between your plans and actual outcomes, as well as rolling forecasts and their subsequent impacts. By doing so, you can uncover potential opportunities across various teams and departments within your organization. Additionally, Jirav enables you to visualize and share critical data, promoting a deeper understanding of your operations. With the ability to craft interactive reports, you can ensure that the right information reaches the appropriate stakeholders effortlessly. To support superior decision-making, you can anticipate future trends through best practice templates that guide you in creating precise forecasts and budgets tailored to every facet of your business. Furthermore, by connecting all relevant data, you gain a comprehensive view that includes real-time insights into accounting, headcount, and sales metrics, enhancing your visibility and strategic planning capabilities. This holistic approach not only streamlines your financial operations but also fosters collaboration across departments.

Media

Media

Integrations Supported

Gusto
NetSuite
QuickBooks Online
Xero
HubSpot CRM
HubSpot Marketing Hub
HubSpot Sales Hub
Model Context Protocol (MCP)
Rippling
Stripe

Integrations Supported

Gusto
NetSuite
QuickBooks Online
Xero
Microsoft Excel
QuickBooks Online Advanced
Sage Accounting
VS1 Cloud

API Availability

API Availability

Pricing Information

Pricing not provided

Pricing Information

$99 per month
Free Trial Offered?

Supported Platforms

SaaS

Supported Platforms

SaaS

Customer Service / Support

Web-Based Support

Customer Service / Support

Standard Support
Web-Based Support

Training Options

Online Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

cfo.ai

Date Founded

2020

Company Location

United States

Company Website

cfo.ai/

Company Facts

Organization Name

Jirav

Date Founded

2015

Company Location

United States

Company Website

www.jirav.com

Categories and Features

AI Finance

Not specified

Finance

Not specified

Financial Modeling

Not specified

Categories and Features

Budgeting

"What If" Scenarios
Asset Planning
Balance Sheet
Capital Asset Planning
Cash Management
Forecasting
General Ledger
Income Statements
Multi-Department / Project
Profit / Loss Statement
Project Budgeting
Run Rate Tracking
Version Control

Business Intelligence

Ad Hoc Reports
Budgeting & Forecasting
Dashboard
Data Analysis
Key Performance Indicators
Natural Language Generation (NLG)
Performance Metrics
Predictive Analytics
Profitability Analysis
Strategic Planning
Trend / Problem Indicators
Visual Analytics

Financial Analytics

Not specified

Financial Modeling

Not specified

Strategic Planning

Budgeting & Forecasting
Dashboard
Goal Setting / Tracking
KPIs
Modeling & Simulation
Roadmapping
Scenario Planning
Scorecards

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