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Your Free AI CFO
Assessment

Answer 3 quick steps and get a personalized financial health dashboard — built for your stage, industry, and leadership style.

3 min
to complete
6+
insights generated
100%
free, forever

What CFO clients say after using AI-powered financial intelligence

★★★★★

"Cut our monthly close from 19 days to 5. I now have board-ready financials before meetings, not scrambling during them."

Sarah Chen headshot
Sarah Chen
Founder & CEO, Mova (B2B SaaS, Seed)
ⓘ Illustrative example
★★★★★

"Identified a $340K ARR revenue leak from contract renewal gaps our team had missed for two quarters. Paid for itself in week one."

Marcus Webb headshot
Marcus Webb
VP Finance, Fieldstone ($8M ARR, Series A)
ⓘ Illustrative example
★★★★★

"Running a $2.4M agency off a spreadsheet was killing me. Now I have runway projections, margin by client, and actual sleep."

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Dana Osei
Co-Founder, Brightpath Consulting ($2.4M rev)
ⓘ Illustrative example
★★★★★

"Replaced our $22K/month CFO agency contract. Audit prep time went from 6 weeks to 9 days. The board noticed."

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James Holloway
VP Finance, Aether Technologies (Series B)
ⓘ Illustrative example
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Subscription Plans

Get an AI CFO — Not Just an Assessment

Unlock ongoing AI-powered financial intelligence, monthly reporting, and expert guidance for your business.

Starter
$ 49 /mo
AI-powered financial intelligence for early-stage companies.
  • Monthly AI financial health score
  • 6-month cash flow forecast
  • Industry benchmark reports
  • Strategic recommendation digest
  • Email support
Get Started →
Most Popular
Growth
$ 149 /mo
Everything in Starter, plus investor-ready reporting and fundraise prep.
  • Everything in Starter
  • Investor-ready financial reporting
  • Fundraise readiness scorecard
  • Scenario & sensitivity modeling
  • Budget vs. actuals tracking
  • Priority support (24h response)
Get Started →
Enterprise
$ 399 /mo
Full AI CFO suite with a dedicated human advisor in your corner.
  • Everything in Growth
  • Dedicated fractional CFO advisor
  • Board-ready financial packages
  • M&A and exit readiness prep
  • Three-statement financial model
  • Unlimited support & strategy calls
Get Started →
🔒 Cancel anytime · No long-term commitment · Secure checkout via Stripe
Step 1 of 3 — Company Basics 33%
Tell us about your company
We'll use this to benchmark your metrics against similar businesses.
Your financial snapshot
All data stays private. We use this to generate your personalized dashboard.
$50,000 / month
Profitable $100K+/mo burn
✓ Cash Flow
✓ Fundraising
✓ Profitability
✓ Pricing Strategy
✓ Cost Reduction
✓ Financial Reporting
✓ Tax Strategy
✓ M&A Readiness
Leadership & decision style
These questions help us personalize your recommendations to how you actually lead.
Trust your gut Act on intuition and what feels right in the moment
Analyze the data Review numbers and models before committing
Build consensus first Gather input from your team before deciding
Wait for clarity Sit with it until the right move becomes obvious
Builder & executor High energy, gets things done, loves solving problems
Strategic advisor Sees the big picture, guides others to execute
Initiator & visionary Sets direction, launches new initiatives, moves fast
Observer & evaluator Takes time to assess, values patience and perspective
Act immediately Move fast while the information is fresh
Digest and reflect Sit with it before taking action
Discuss with others Talk it through to gain perspective
Build a model Quantify the scenarios before deciding
Reach profitability Cash flow positive, reduced dependency on funding
Raise growth capital Close a significant funding round
Scale revenue fast Aggressive growth — revenue over efficiency
Prepare for exit M&A readiness, clean books, strategic positioning
Analyzing your financials…
Building your personalized CFO dashboard
✓ Assessment Complete

Your AI CFO Dashboard

Based on your inputs — personalized to your stage and leadership style

Financial Health Score
—
—
Critical Warning Good Excellent
Runway Projection
—
based on current burn rate
6-Month Cash Flow Forecast
Projected trajectory
Top 3 Strategic Recommendations
Personalized to your business
Industry Benchmarks
Risk Alerts

Turn these insights into ongoing results

Your AI CFO assessment is the starting point. Subscribe for continuous financial intelligence, monthly reports, and expert guidance.

Starter
$ 49 /mo
AI financial health score, monthly reports & cash flow forecasting.
  • Monthly AI financial health score
  • 6-month cash flow forecast
  • Industry benchmark reports
  • Strategic recommendation digest
  • Email support
Get Started →
Most Popular
Growth
$ 149 /mo
Investor-ready reporting, fundraise prep & scenario modeling.
  • Everything in Starter
  • Investor-ready financial reporting
  • Fundraise readiness scorecard
  • Scenario & sensitivity modeling
  • Budget vs. actuals tracking
  • Priority support (24h response)
Get Started →
Enterprise
$ 399 /mo
Dedicated fractional CFO advisor, board-ready financials & M&A prep.
  • Everything in Growth
  • Dedicated fractional CFO advisor
  • Board-ready financial packages
  • M&A and exit readiness prep
  • Three-statement financial model
  • Unlimited support & strategy calls
Get Started →
🔒 Cancel anytime · No commitment · Secure checkout via Stripe
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