AI co-pilot for finance tasks

Our mission is to build intelligent assistants to automate, analyze, and inform

  • Action-oriented software agents to get your tasks done
  • Level the playing field with capabilities for all companies
  • Affordable, secure, and responsible
ChatCFO AI software automates workflows, provides insights, and generates financial models.
How and whom we help
We are building a finance domain co-pilot to plan, capitalize, manage, and report for small and mid-sized businesses.
Understand your business with intuitive and interactive financial projections and analysis
You need answers, and not just a spreadsheet. Present to investors, plan your operations to optimize capital, or test valuation metrics under different scenarios -- whatever you need to do and understand for your business starts with our fully customizable spreadsheet modeling and analysis capability.

Automate routine tasks with precision and customization
Month-end, year-end, ad hoc reporting, compliance, and reminders are routine tasks for finance professionals (and entrepreneurs, in smaller companies). We are developing tools to easily define and deploy automations that validate and automate your common tasks, reports, and metrics.

Manage your company's performance with data and insights on key indicators
Decisions that businesses make depend on accurate information as well as a reliable assessment of operating uncertainty. Our software to help plan when and how to hire, expand capacity, spend on marketing, and a host of other everyday decisions can improve liquidity and operating performance significantly.
About us
Our team has 20+ years of experience in finance, accounting, CFO operations, and capital markets transactions. We combine our deep domain knowledge with expertise in creating innovative software solutions.

We have developed and launched two flagship products:

Seqnc is SaaS software that companies use to create fully-custom financial projections and track business performance. The product features 1000+ proprietary algorithms and is designed to work as an automated spreadsheet. We have built over 200 models for companies across a range of industries, including software, hardware, manufacturing, services, e-commerce, and restaurants. Our AI co-pilot will leverage the core algorithms and workflows of this product and add intelligence and automation.

FormulaSuite is a set of custom functions for use with the Microsoft Excel that is available through the Microsoft AppSource. FormulaSuite custom functions extend the functionality of your spreadsheet with easy to use formulas for a variety of commonly-used SaaS metrics and financial calculations. Our AI co-pilot will make these functions much easier to incorporate in your models.

Visit our product websites to learn more.

Seqnc is a SaaS application that makes it easy to create financial and SaaS metrics projections for small and medium-sized businesses.
FormulaSuite is an add-in for Microsoft Excel that includes 35+ single-function formulas for SaaS (MRR, recognized revenue, deferred revenue, etc.), balance sheet, interest, depreciation, and other calculations.
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