Your Always-On AI CFO for Clarity, Profit & Growth

Turn your goals into data-driven systems

Connect CFOly to your QuickBooks (or upload data manually), tell it about your business and goals, and it will identify the key metrics you need to monitor and generate a custom dashboard with insights tailored to help you reach your goals faster.

Personalised AI dashboard based on your goals, context and data
Goal tracking made simple
AI CFO chat to ask questions

Second opinion for important decisions

Thinking of hiring an expensive exec, making a layoff, or acquiring a competitor? The decision is yours, but to increase your chances, you can ask CFOly for insights — it will predict optimistic, realistic, and pessimistic scenarios that could happen after your decision.

Increase chances of making the right decision
Forecast and analyze the impact of every decision
Lower risks

Your AI CFO, always available

No six-figure salary required. CFOly is your always-on AI CFO—ready 24/7 to answer questions, explain reports in plain English, and keep you on track with the KPIs and scorecards that drive growth.

Ask questions anytime, get clear answers
Get insights and feedback without waiting for meetings
Save hundreds of thousands yearly on consultants

CFOly.ai works best for

Automatically generates key charts and insights based on QuickBooks or CSV data.
Lets you focus on strategy instead of manual number crunching.
Presents financial trends in a format that’s easy for non-financial clients to understand.

Result:

Greater client trust, faster analysis, and higher-quality financial advice.

Provide clients with an interactive dashboard featuring real metrics and AI-driven analysis.
Save hours on reporting — CFOly.ai visualizes everything automatically.
Use the built-in AI chat to answer financial questions in real time.