Use cases

Finance & Ops Intelligence

✅ Niche & Pain

Founders & COOs have messy dashboards but no real-time guidance. They don’t realize overspending, low-margin products, or runway risk until it’s too late.

🤖 Agents

  • Financial Copilot Agent

  • Pricing Sensitivity Agent

  • Burn Rate + Unit Economics Agent

  • Revenue Forecasting Agent

🧠 ML / Models

  • Burn forecasting

  • Price elasticity models

  • Contribution margin calculations

  • Cash runway analysis

🧩 Integrations

Xero, QuickBooks, Stripe, Google Sheets, Plaid

🔁 Workflow

  1. Pull in revenue/expense/transaction data.

  2. Run margin analysis and detect pricing inefficiencies.

  3. Auto-summarize key financial KPIs.

  4. Notify founder/ops lead with Slack/email agent interface.

💸 Business Impact

→ Improves financial clarity instantly
→ Surfaces growth levers + red flags
→ Makes founders feel 10x more in control