Finance & Ops Intelligence

Get Real-Time Control of Your Money

Get real-time guidance from a custom AI agent that analyzes your burn rate, margins, and cash runway, alerting you to risks and opportunities before it’s too late.

Get Financial Clarity

Common Blind Spots

Dashboards Create Noise

Dashboards look like a Jackson Pollock painting, making it difficult to get actionable guidance when you need it most.

Hidden Costs Erode Profit

Overspending or low-margin products aren’t noticed until last quarter’s reports arrive.

Runway Risk Is a Surprise

Burn rate keeps you up at night. Miss one warning sign and the cash cushion evaporates.

Let Our Agents Help You

Financial Copilot Agent

Scans transactions across Stripe, Xero, QuickBooks
Spots overspending, low-margin products, and waste
Saves $12k/month on average in hidden leaks

Pricing Sensitivity Agent

Tests pricing in real-time (no customer surveys)
Finds the “sweet spot” for maximum profit
Boosts margins by 15–30%

Burn Rate & Unit Economics Agent

Tracks burn rate and predicts cash cliffs
Alerts you weeks before trouble hits
Gives you 3× more time to pivot

Revenue Forecasting Agent

Forecasts revenue with high accuracy
Flags risky customers and products
Makes you look like a genius in board meetings

Tech Capabilities

Burn forecasting models
Price elasticity curves
Contribution-margin breakouts
Cash runway calculators

Plugs Straight Into

Xero
QuickBooks
Stripe
Google Sheets
Plaid

Xero

Quick Books

Stripe

Google Sheet

Plaid

How It Works

Pull in revenue, expense, and transaction data from existing platforms
Analyze margins, detect pricing inefficiencies, and surface hidden profitability
Generate clear summaries of financial KPIs
Alert founders or ops leaders through Slack or email notifications