FinsightCFO turns your financial files into a clear CFO-level report, showing cash flow, risk, and the next move for your business.
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FinsightCFO helps small business owners understand their numbers, identify risks, improve cash flow, and make better decisions. Our team reviews your financial information using a powerful AI-assisted analysis system, then delivers clear CFO-level reports and practical recommendations you can actually use.
We review the financial records you have, organize income and expense categories, flag missing information, and show you what needs to be cleaned up before deeper decisions are made.
Our AI-assisted system helps analyze your financials for cash flow, revenue, expenses, margins, risks, and trends, then our team turns that analysis into a clear CFO-level report.
Get ongoing monthly visibility into your numbers with recurring financial review, KPI tracking, red flag monitoring, and practical recommendations for the month ahead.
We help you understand where cash is going, what obligations are coming up, and how different decisions could affect your financial position.
We break down what is driving revenue, where money is being spent, how margins are changing, and which areas may need attention.
We help owners think through spending, hiring, pricing, growth, and operational decisions with clearer financial context.
Upload or send the financial reports, statements, exports, and business context you already have. You do not need perfect books to get started.
Your files go through a multi-pass AI analysis system built on advanced models. First, key financial facts are extracted from your documents. Then a panel of specialized AI agents covering cash flow, profitability, risk, growth, pricing, and operations debates the findings and produces ranked insights. Finally, a polished CFO-level report is written from the council's output. The entire analysis is powered by Anthropic's Claude.
You get a clear report with insights, forecasts, risks, and recommended next steps, written for business owners rather than accountants.
Start with cleanup, order a one-time CFO-level financial health report, or choose monthly review for ongoing financial guidance.
The things business owners ask us most before sending their first set of files.