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Grant read-only access to your core financial datasources.

1-click connect your GL / accounting software, inventory data, analytics, and all the other core systems your new CFO might need access to.


Ever heard of the saying, “bad data in, bad data out”? We avoid that with a quick review process to ensure all your core KPIs and data quality is accurate.

And yes... we use real life humans here, but they’re not just any humans, they’re tenured startup financial specialists.

Put your new personal CFO to work.

CFO Chat can create revenue forecasts, handle what if scenarios, surface KPIs, create financial summaries, build board deck visuals and SO much more.